diff --git a/landing/lenses/000010.json b/landing/lenses/000010.json index 6e996044a211be5891d50b03938fd0eb480b173e..8d3cf19ed2a9dee1de10149c52e94ca980419bc4 100644 --- a/landing/lenses/000010.json +++ b/landing/lenses/000010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000020.json b/landing/lenses/000020.json index 1c8521331b93a89a90dcde8462a49c8ea2d3bdda..2b001020063f6bde6a77f92f14f66fb99425fd67 100644 --- a/landing/lenses/000020.json +++ b/landing/lenses/000020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1518,7 +1518,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1540,7 +1540,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1558,8 +1558,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/000030.json b/landing/lenses/000030.json index d287371cdf4058c2bf24504570bde871d3e55ee7..1026e82f65e9b60d68e196395135e98211c59a97 100644 --- a/landing/lenses/000030.json +++ b/landing/lenses/000030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000040.json b/landing/lenses/000040.json index f11ed0fa348ed6acce2d5e4a350be7106bec4951..9fd95b92263202ffeb4f1b4156c3423b4344c850 100644 --- a/landing/lenses/000040.json +++ b/landing/lenses/000040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1025,8 +1025,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,10 +1078,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1116,7 +1116,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1218,10 +1218,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000050.json b/landing/lenses/000050.json index b4e91df2eb347c314bbe7ac3379a201168654ded..a4febe22a62eac3337ac6802b978f31becf06871 100644 --- a/landing/lenses/000050.json +++ b/landing/lenses/000050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000060.json b/landing/lenses/000060.json index 81a15259049f042581540dda7f44227bde1d764c..9f312278d9392cba97dc1e36c88309753c60fb40 100644 --- a/landing/lenses/000060.json +++ b/landing/lenses/000060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -672,14 +672,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -794,10 +794,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -833,7 +833,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -990,10 +990,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1008,10 +1008,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1022,7 +1022,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1046,7 +1046,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000070.json b/landing/lenses/000070.json index 9eebf75ceadb40546a602595175518557f07f1a7..6d12e1c828f50ff826e704bda1e86627cf4ed890 100644 --- a/landing/lenses/000070.json +++ b/landing/lenses/000070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -784,14 +784,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -911,19 +911,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -944,8 +944,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -957,7 +957,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -977,8 +977,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,17 +990,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1010,7 +1010,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1069,7 +1069,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1078,7 +1078,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1091,10 +1091,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1110,10 +1110,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000080.json b/landing/lenses/000080.json index 34241fbd764d5dd264af9e4a04c70141f3800083..6a2aa3fe478b4a8c83431c6f525ea62483e4c56b 100644 --- a/landing/lenses/000080.json +++ b/landing/lenses/000080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000100.json b/landing/lenses/000100.json index 5a027cb3346d20cca093cec79bc07950c1634ece..1e631e5e401d3b86ca3fb30a72e177e9ed3eeeff 100644 --- a/landing/lenses/000100.json +++ b/landing/lenses/000100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:97852291d89f", - "target": "000100", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000110.json b/landing/lenses/000110.json index f9965f9cbe9a17218f4296c0d5ed339d67f45f9c..58c7343aa7d06f8f1b3ac799e084ef00dbc92152 100644 --- a/landing/lenses/000110.json +++ b/landing/lenses/000110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000120.json b/landing/lenses/000120.json index f11afe4edf545bd241c57c6f0d89de722ad6d761..4452eae71db3df595c59e204a657fdbfb285b886 100644 --- a/landing/lenses/000120.json +++ b/landing/lenses/000120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ }, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.28%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,10 +1303,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1357,7 +1357,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1681,7 +1681,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1703,7 +1703,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1721,15 +1721,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/000140.json b/landing/lenses/000140.json index cbb00c9001165971fa99e65c562bff57a8992d7c..d3d7954a161c93c4ef40e4505dd0271bf1d506fb 100644 --- a/landing/lenses/000140.json +++ b/landing/lenses/000140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -847,14 +847,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1213,10 +1213,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000150.json b/landing/lenses/000150.json index 60c99d628b36a1e520d68d21f67c388f414f296f..8fbf862be97a0131fe9a71440097da294a2ddb21 100644 --- a/landing/lenses/000150.json +++ b/landing/lenses/000150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 35.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 36.51, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 35.54, + "score": 36.51, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 37.28, + "score": 37.99, "assumptions": { "scenarioStress": "moderate" } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000180.json b/landing/lenses/000180.json index 1c027098f29cb2e1d295d52c87e489d916b2f29f..e210aab985f9f3d181814224c657efd3ad787fec 100644 --- a/landing/lenses/000180.json +++ b/landing/lenses/000180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.36%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0001A0.json b/landing/lenses/0001A0.json index 0826c12d1b2a8d7116ede5d1eaa599c63fb9184f..d10e89179b50618a136303200e5776a62009e96b 100644 --- a/landing/lenses/0001A0.json +++ b/landing/lenses/0001A0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000210.json b/landing/lenses/000210.json index 7870963f16630aaaa7e4353f19870aabd147200b..2f0dee2ef6f64542901c20529d1e8eefcb112847 100644 --- a/landing/lenses/000210.json +++ b/landing/lenses/000210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000220.json b/landing/lenses/000220.json index adc15b815f283e39c764af42210086f0cee2f181..b1f7eba5021ed89dab6b7ab46ce371d311510db7 100644 --- a/landing/lenses/000220.json +++ b/landing/lenses/000220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -899,7 +899,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1193,13 +1193,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000230.json b/landing/lenses/000230.json index e4dded38b3230434ddba073c0a41b545596d9485..c482b5fa8ab86318bea24823ca66e3367bae8bf9 100644 --- a/landing/lenses/000230.json +++ b/landing/lenses/000230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.74%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1559,12 +1559,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9ec80d8062eb", + "target": "000230", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.623 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000240.json b/landing/lenses/000240.json index 1ff35a3e9814b9665392218108df94d8cb1bc56a..ba6f585ea2f9b54c7abdd7d51305561d73932e57 100644 --- a/landing/lenses/000240.json +++ b/landing/lenses/000240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -935,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000250.json b/landing/lenses/000250.json index 66cf8b07bebd28a6ab724c1f347abab2831b8437..31caca84761248116d651519a2996eed67711a27 100644 --- a/landing/lenses/000250.json +++ b/landing/lenses/000250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000270.json b/landing/lenses/000270.json index 4d5fd4bd5ab32907cab1d35faa93c7ba53564034..f1d2d3c34c2b1ba7b4171c8a946abb8e0770c22e 100644 --- a/landing/lenses/000270.json +++ b/landing/lenses/000270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,10 +1127,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000300.json b/landing/lenses/000300.json index 51768568d90fccc7e55667b45bfeb32ee82a01f4..d7a93f3e6973c1b4b2ce70e86ac47b2c99d3aa13 100644 --- a/landing/lenses/000300.json +++ b/landing/lenses/000300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000320.json b/landing/lenses/000320.json index 948e38e20c02d8324eb7c98d4693b9bc7e2e4717..81e32b04c2d97e2c5535ba6943f04903b21b0b31 100644 --- a/landing/lenses/000320.json +++ b/landing/lenses/000320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000370.json b/landing/lenses/000370.json index 2a16f2692c88e189200d495ccbe027ffc1d58935..e7eed6d64f3251874979097b79f68fd3979c0c0d 100644 --- a/landing/lenses/000370.json +++ b/landing/lenses/000370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -293,13 +293,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -481,14 +481,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -636,8 +636,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -689,10 +689,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -702,7 +702,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -829,10 +829,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -847,10 +847,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -861,7 +861,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000390.json b/landing/lenses/000390.json index 6fe05e3fbaa8afdfb249d84776475d5389b41ad0..1ab84c14192447751ea51db3080686c3c2a7c83a 100644 --- a/landing/lenses/000390.json +++ b/landing/lenses/000390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1594,88 +1594,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8e9ba60f4cf9", - "target": "000390", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000400.json b/landing/lenses/000400.json index 32e3f2824ccf6213d083946bb12efb1820fe41a3..4795a82e4fcd59778c410f94c17724fb59397a2d 100644 --- a/landing/lenses/000400.json +++ b/landing/lenses/000400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -655,8 +655,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000430.json b/landing/lenses/000430.json index fad6e6f69e9685266ae0752f2516b04c51766204..d667801b697054535e7c55aabaa518acb698a20f 100644 --- a/landing/lenses/000430.json +++ b/landing/lenses/000430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,12 +1603,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b9f94986e05b", + "target": "000430", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.462 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000440.json b/landing/lenses/000440.json index 153f1b5bac0e0af50ad961af773ecbf16bec78cf..c90f7d5b9abb8da6d60172e0b4ca62442cc4dbcf 100644 --- a/landing/lenses/000440.json +++ b/landing/lenses/000440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000480.json b/landing/lenses/000480.json index d8b15de08cce293aced7eae66afa45aca61b305a..0232effc10ccc69abfc2d84e511d4a478628ed81 100644 --- a/landing/lenses/000480.json +++ b/landing/lenses/000480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000490.json b/landing/lenses/000490.json index 4e3f58a6e02adab6c062ddc75a131a24d9204a53..7a23cd741903f283ee9caf7f297c8d062fbae0ed 100644 --- a/landing/lenses/000490.json +++ b/landing/lenses/000490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0004V0.json b/landing/lenses/0004V0.json index 2a33bf4a4b56e8d3a9cc488c87f16a83b13d2079..63a6bbd4d1e1ff39d87f8c8f45f184dbad35034b 100644 --- a/landing/lenses/0004V0.json +++ b/landing/lenses/0004V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0004Y0.json b/landing/lenses/0004Y0.json index eb351fc75aeeb65eccfac090dccfcb96b4784679..f886c831fc93e32850f3cc1dfab978bc4a1e4f72 100644 --- a/landing/lenses/0004Y0.json +++ b/landing/lenses/0004Y0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000500.json b/landing/lenses/000500.json index c01f0d556092abed3d4cdfc69ea87ce04d09408b..19f82ae301609abdaa69a2c4b1a1435ffed39a92 100644 --- a/landing/lenses/000500.json +++ b/landing/lenses/000500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000520.json b/landing/lenses/000520.json index b70828eff219eea57d1311d6a108ccfd924a123a..3fa338accf2cbc03b31874a6020c024d37de4328 100644 --- a/landing/lenses/000520.json +++ b/landing/lenses/000520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1566,7 +1566,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1588,7 +1588,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1606,15 +1606,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/000540.json b/landing/lenses/000540.json index 35ff4bc5c8db68160684f32005cbab1ccdef3f58..dad917f73b0015865913c076dd05dc7d4ce8bcf8 100644 --- a/landing/lenses/000540.json +++ b/landing/lenses/000540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -622,8 +622,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -653,10 +653,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000590.json b/landing/lenses/000590.json index 9792b627539e8a847e4a6713d6f411e46dff186b..f6fc6542210c2b5878d400db759dbdbc8a79ea15 100644 --- a/landing/lenses/000590.json +++ b/landing/lenses/000590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -933,7 +933,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000640.json b/landing/lenses/000640.json index 5046b39c7054590c971143e19e0528ce64d13ac4..70208e83fed63889e4678ecd93d84dcd666aace1 100644 --- a/landing/lenses/000640.json +++ b/landing/lenses/000640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -477,13 +477,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -545,7 +545,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -564,7 +564,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,12 +578,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 건강관리 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000650.json b/landing/lenses/000650.json index 680c83a0d64ffc638f75199a94863bbbd62d1713..fb8dc0a594de71a507dadf3dcb6d724f2a86b086 100644 --- a/landing/lenses/000650.json +++ b/landing/lenses/000650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -997,8 +997,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1028,10 +1028,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1041,7 +1041,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000660.json b/landing/lenses/000660.json index 2d795bf7bffb7304929c34670ee699f6a33b66d5..3ca172f1c2903a225ffa6c8f1293cdf9614c4e2f 100644 --- a/landing/lenses/000660.json +++ b/landing/lenses/000660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1549,88 +1549,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4e784cfd3eaa", - "target": "000660", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000670.json b/landing/lenses/000670.json index 32560aeccdc67d2b6acc68bf56811f4aab50fc2d..327262b4037340c269c0337ff548eaefa4eb3c77 100644 --- a/landing/lenses/000670.json +++ b/landing/lenses/000670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000680.json b/landing/lenses/000680.json index 3596480a1dd2e68ddd1e35f1150caef74375e9f2..681a603a5f9e96823dc39e71b11dc0331ad7c329 100644 --- a/landing/lenses/000680.json +++ b/landing/lenses/000680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1664,12 +1664,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f71d92cacc35", + "target": "000680", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.516 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000700.json b/landing/lenses/000700.json index 5609f8dfc584d9c3b67a8a7b1f12c6705a7d0698..5433622bdf9a586df455e8dd733285ca9f22816a 100644 --- a/landing/lenses/000700.json +++ b/landing/lenses/000700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000720.json b/landing/lenses/000720.json index b6a82ba2af43437caa45b77de428f4f15ac101bd..1665fffe0966ed5b6e7894a17b7d515775eb3500 100644 --- a/landing/lenses/000720.json +++ b/landing/lenses/000720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000760.json b/landing/lenses/000760.json index 41f3545b4afe3447dd19d7aa634dd56c7c4a0894..05b84884cbb4d96c6a5fa0f9a982fadd6fe0b534 100644 --- a/landing/lenses/000760.json +++ b/landing/lenses/000760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0007C0.json b/landing/lenses/0007C0.json index 311aea2e468c4c50d3ba720bfffa8a035cd2bc33..bc011f322125bba92d1a4c48aba3d323557cd324 100644 --- a/landing/lenses/0007C0.json +++ b/landing/lenses/0007C0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0007J0.json b/landing/lenses/0007J0.json index 66f8df1ed4747ff78c417a8908cfe02ce8aa8319..35c317f471632732b8df9090cb61482a709e9289 100644 --- a/landing/lenses/0007J0.json +++ b/landing/lenses/0007J0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000800.json b/landing/lenses/000800.json index a80aacbb65e0acd1f0fc297b98c7957f3c4c5bdd..2adfc232e115c66975ff2af6066187f3b2861aea 100644 --- a/landing/lenses/000800.json +++ b/landing/lenses/000800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1139,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,10 +1166,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1184,10 +1184,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000810.json b/landing/lenses/000810.json index 852ce37dbba122591cc7f8518ab5a4aa0da2aae1..641c4d7026f4c6c2d70b8d189b1312dcdbe7dd58 100644 --- a/landing/lenses/000810.json +++ b/landing/lenses/000810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -703,7 +703,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1168,7 +1168,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1186,15 +1186,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/000850.json b/landing/lenses/000850.json index 0c689c0759b9ff2eccca5231a56da8e86c6694aa..22cba4f970b8f16833ec32f04636effffa05efcc 100644 --- a/landing/lenses/000850.json +++ b/landing/lenses/000850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000860.json b/landing/lenses/000860.json index 69cad72216f4ceb7c64cc243169c3c36ebb4cf9e..a3f7bd9c3f6ec17190273f35fa95479b04aeae10 100644 --- a/landing/lenses/000860.json +++ b/landing/lenses/000860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000880.json b/landing/lenses/000880.json index b00d897edd05786d7ff61bc62f6bf978a4dfcaed..62ec4bd5fd7cdbb1e8439bb75d2a05fb5a85a84e 100644 --- a/landing/lenses/000880.json +++ b/landing/lenses/000880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 27.56, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 29.81, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 27.56, + "score": 29.81, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 28.43, + "score": 30.68, "assumptions": { "scenarioStress": "moderate" } @@ -916,6 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 6.12%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1104,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1468,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/000890.json b/landing/lenses/000890.json index 6f632cfaec5022214af276175292e58107f6fa7f..d5f76a28b7947f61a0fba8e77f5d13436ef8ddb2 100644 --- a/landing/lenses/000890.json +++ b/landing/lenses/000890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0008Z0.json b/landing/lenses/0008Z0.json index 955eb543aeaccdae0157ac16ccb747bf4c4ac7cf..29b2d42b7b04d3c8a172a94beab9f3f19d4b5922 100644 --- a/landing/lenses/0008Z0.json +++ b/landing/lenses/0008Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000910.json b/landing/lenses/000910.json index dea8548ffdbb5ab66c0055c2bdcc8827da172923..c3da2f7f095bda537c2590b033277bee1fb57abd 100644 --- a/landing/lenses/000910.json +++ b/landing/lenses/000910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1068,19 +1068,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1101,8 +1101,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,17 +1147,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1192,7 +1192,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1226,7 +1226,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1235,7 +1235,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1248,10 +1248,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1267,10 +1267,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1474,8 +1474,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000950.json b/landing/lenses/000950.json index 73feb3b4c86baf0aebbc8a4d13584fa778f0099b..19ae037dfac1f372fe6acfc863b0781c9862298c 100644 --- a/landing/lenses/000950.json +++ b/landing/lenses/000950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1389,7 +1389,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1411,7 +1411,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1429,8 +1429,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/000970.json b/landing/lenses/000970.json index 50289b3f20693897525aa11cd39c99149dacb9ce..fd38f18964feb352cae483d83f2d6a09cbffcef3 100644 --- a/landing/lenses/000970.json +++ b/landing/lenses/000970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1075,7 +1075,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000990.json b/landing/lenses/000990.json index 805aeed677f181a6bab3e7d3f78228d5dde51b70..4a083a4ff8513e9eeef0c5beee311b4d85aa171c 100644 --- a/landing/lenses/000990.json +++ b/landing/lenses/000990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0009K0.json b/landing/lenses/0009K0.json index 909c8402d281d1a7a53b7834d9a5ce863d100c8c..6e256d99c75c4f6a09a045d68fa073ab91f5f639 100644 --- a/landing/lenses/0009K0.json +++ b/landing/lenses/0009K0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001000.json b/landing/lenses/001000.json index 56f59c257177f12d6f45e38442a3a95668ac4b83..1576ef800ddf1b9515ea726b21609d0f9afef2fb 100644 --- a/landing/lenses/001000.json +++ b/landing/lenses/001000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 84.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 84.02%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001020.json b/landing/lenses/001020.json index 71c6ecd990e43ea9d95156483374152120a5f21b..b244ff0ce846c98b41a3abf80f78fcd01f3defe8 100644 --- a/landing/lenses/001020.json +++ b/landing/lenses/001020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001040.json b/landing/lenses/001040.json index 6ef08f89952a1e87c703a09d2ce2bde9201f9327..b3f0ded3a29be529f73fdd058a99c1296ea63e81 100644 --- a/landing/lenses/001040.json +++ b/landing/lenses/001040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,12 +719,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 필수소비재 (캡티브금융조정) 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.39%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001060.json b/landing/lenses/001060.json index 873f32be621492f29f8a542f3203c9f7f61a5bce..ccc57ad462c7003cbc92b831f07b158d2820ad63 100644 --- a/landing/lenses/001060.json +++ b/landing/lenses/001060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1551,12 +1551,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0af9f49e1e0b", + "target": "001060", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.463 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001070.json b/landing/lenses/001070.json index 9d40a5fbbcdbb9732b41ddf24098d1065a56b9aa..78da76acda19cc254166930a72f11afcce7a4870 100644 --- a/landing/lenses/001070.json +++ b/landing/lenses/001070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001080.json b/landing/lenses/001080.json index 01be188e629e931acf5696461c72cce0bbedd5a9..ce688f37c03b6911fe4b4044e04d520f5cb26b3c 100644 --- a/landing/lenses/001080.json +++ b/landing/lenses/001080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1052,10 +1052,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1075,7 +1075,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0010F0.json b/landing/lenses/0010F0.json index 4ab6dbbfe8015b8a421b520ea5989b7812c2ea8a..41aa398f2b645f64bd9ede53975c3049fe61ec0a 100644 --- a/landing/lenses/0010F0.json +++ b/landing/lenses/0010F0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -543,7 +543,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -587,7 +587,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -683,10 +683,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -701,10 +701,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -719,10 +719,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -765,7 +765,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0010S0.json b/landing/lenses/0010S0.json index cc33cc2b82ba7542ef2734ca7dd5202026d04bb0..f3e02a338cd6b360e0f7a4c441ed714bad72e330 100644 --- a/landing/lenses/0010S0.json +++ b/landing/lenses/0010S0.json @@ -9,7 +9,939 @@ "quant", "macro" ], - "products": {}, + "products": { + "analysis": { + "schemaVersion": 1, + "identity": { + "target": "0010S0", + "market": "KR", + "engine": "analysis", + "axis": "종합평가", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": null, + "retrievedAt": "2026-10-18" + }, + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "blocked", + "conclusion": { + "label": "판단 보류", + "summary": "대표 판단을 만들 직접 재무 근거가 없어 결론을 차단했습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "requiredDomainCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags" + } + ], + "scenarios": [], + "falsifiers": [], + "payload": { + "blockRefs": [ + "scorecard", + "piotroski", + "summaryFlags", + "representative" + ], + "coverage": { + "requiredDomains": [ + "earnings", + "cash", + "resilience", + "quality" + ], + "observedRequiredDomains": 0, + "domainCoverage": { + "earnings": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "cash": { + "status": "missing", + "observed": 0, + "expected": 1 + }, + "resilience": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "quality": { + "status": "missing", + "observed": 0, + "expected": 1 + } + }, + "observedComponents": 0, + "totalComponents": 6, + "components": [ + { + "id": "earnings.marginTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.marginTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "earnings.growthTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.growthTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "cash.cashQuality", + "domain": "cash", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.cash.cashQuality", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.leverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.coverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "quality.earningsQualityFlags", + "domain": "quality", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + } + ] + }, + "assessment": { + "label": "판단 보류", + "summary": "0개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", + "score": null, + "drivers": [], + "positiveDrivers": [], + "negativeDrivers": [] + } + } + }, + "industry": { + "schemaVersion": 1, + "identity": { + "target": "0010S0", + "market": "KR", + "engine": "industry", + "axis": "회사위치", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": { + "mappingUpdatedAt": null, + "financialPeriod": null, + "retrievedAt": "2026-10-18" + }, + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "blocked", + "conclusion": { + "label": "산업 위치 판단 불가", + "summary": "산업 가치사슬의 primary 위치 매핑이 없습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "mappingConfidenceAndBlockCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy" + } + ], + "scenarios": [], + "falsifiers": [ + { + "id": "positionRemap", + "condition": "primary 산업 노드의 stage 또는 source가 변경되면 가치사슬 결론을 다시 평가합니다.", + "sourceRef": "stage" + } + ], + "payload": { + "blockRefs": [ + "industry", + "stage", + "sectorMetrics", + "sectorCycle", + "profitPool", + "relationships", + "concentration" + ], + "coverage": { + "observedBlocks": 0, + "totalBlocks": 6, + "blocks": { + "position": false, + "sectorMetrics": false, + "sectorCycle": false, + "profitPool": false, + "relationships": false, + "concentration": false + } + }, + "peerCount": 0, + "relationshipCoverage": { + "count": null, + "evidenceCoverage": null, + "amountCoverage": null, + "ratioCoverage": null + } + } + }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "0010S0", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-16", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, + "macro": { + "schemaVersion": 1, + "identity": { + "target": "0010S0", + "market": "KR", + "engine": "macro", + "axis": "전파", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "partial", + "conclusion": { + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + }, + "confidence": { + "level": "medium", + "score": 60.0, + "method": "macroObservationAndCompanyEvidenceCoverage" + }, + "drivers": [ + { + "id": "BAMLH0A0HYM2", + "label": "미국 HY 스프레드", + "value": 3.23, + "unit": "%p", + "signal": "falling", + "change": -0.020000000000000018, + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" + }, + { + "id": "BASE_RATE", + "label": "한국 기준금리", + "value": 3.0, + "unit": "%", + "signal": "flat", + "change": 0.0, + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE" + }, + { + "id": "CPI", + "label": "소비자물가 YoY", + "value": 120.43, + "unit": "%", + "signal": "rising", + "change": 0.38000000000000966, + "sourceRef": "macro/ecos/observations.parquet#CPI" + }, + { + "id": "DCOILWTICO", + "label": "WTI", + "value": 101.91, + "unit": "$", + "signal": "rising", + "change": 1.0499999999999972, + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" + }, + { + "id": "EXPORT", + "label": "수출 YoY", + "value": 104800.5, + "unit": "%", + "signal": "rising", + "change": 4350.5, + "sourceRef": "macro/ecos/observations.parquet#EXPORT" + }, + { + "id": "USDKRW", + "label": "원/달러", + "value": 1331.4, + "unit": "원", + "signal": "falling", + "change": -13.199999999999818, + "sourceRef": "macro/ecos/observations.parquet#USDKRW" + } + ], + "claims": [], + "evidence": [ + { + "id": "macro.driver.BAMLH0A0HYM2", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", + "status": "observed", + "observedAt": "2026-10-15", + "detail": "미국 HY 스프레드 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.BASE_RATE", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", + "status": "observed", + "observedAt": "2026-10-08", + "detail": "한국 기준금리 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.CPI", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#CPI", + "status": "observed", + "observedAt": "2026-09-01", + "detail": "소비자물가 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.DCOILWTICO", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", + "status": "observed", + "observedAt": "2026-10-14", + "detail": "WTI 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.EXPORT", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#EXPORT", + "status": "observed", + "observedAt": "2026-08-01", + "detail": "수출 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.USDKRW", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#USDKRW", + "status": "observed", + "observedAt": "2026-10-16", + "detail": "원/달러 최신 관측과 직전 변화" + } + ], + "assumptions": [ + { + "id": "edgeSign", + "value": "registryPrior", + "reason": "경로 부호와 시차는 기업별 회귀계수가 아니라 registry prior입니다." + } + ], + "gaps": [ + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/0010S0" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/0010S0/product" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff" + } + ], + "scenarios": [ + { + "id": "fx-export-revenue", + "driverId": "USDKRW", + "condition": "USDKRW 방향이 반전될 때 매출 성장률 / 환산손익 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + }, + { + "id": "export-demand-revenue", + "driverId": "EXPORT", + "condition": "EXPORT 방향이 반전될 때 매출 성장률 / 가동률 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "rate-debt-interest", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 이자비용 / 차입 재조달 경로 재평가", + "lagMonths": [ + 3, + 12 + ] + }, + { + "id": "rate-bank-margin", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 순이자마진 / 조달비용 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "hy-risk-premium", + "driverId": "BAMLH0A0HYM2", + "condition": "BAMLH0A0HYM2 방향이 반전될 때 신용스프레드 / 위험프리미엄 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + } + ], + "falsifiers": [ + { + "id": "fx-export-revenue.0", + "condition": "달러 원가 비중이 해외 매출 효과를 상쇄" + }, + { + "id": "fx-export-revenue.1", + "condition": "헤지 정책으로 환산 민감도 약화" + }, + { + "id": "export-demand-revenue.0", + "condition": "내수 매출 중심" + }, + { + "id": "export-demand-revenue.1", + "condition": "재고 과잉으로 출하 증가가 매출로 이어지지 않음" + }, + { + "id": "rate-debt-interest.0", + "condition": "순현금 기업" + }, + { + "id": "rate-debt-interest.1", + "condition": "고정금리 장기차입 중심" + }, + { + "id": "rate-debt-interest.2", + "condition": "이자수익이 비용을 상쇄" + }, + { + "id": "rate-bank-margin.0", + "condition": "조달비용이 대출금리보다 빠르게 상승" + }, + { + "id": "rate-bank-margin.1", + "condition": "대손비용 증가가 NIM 개선을 상쇄" + }, + { + "id": "hy-risk-premium.0", + "condition": "무차입 또는 충분한 현금" + }, + { + "id": "hy-risk-premium.1", + "condition": "방어적 현금흐름" + }, + { + "id": "hy-risk-premium.2", + "condition": "정부/모회사 지원 가능성" + } + ], + "payload": { + "blockRefs": [ + "drivers", + "edges", + "regimeEvidence" + ], + "companyBound": true, + "companyEdgeCount": 0, + "edgeCount": 7 + } + } + }, + "statusCounts": { + "blocked": 2, + "partial": 2 + }, + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend", + "engine": "analysis" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend", + "engine": "analysis" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality", + "engine": "analysis" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "engine": "analysis" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ValueError: 'BS' topic 의 데이터를 가져올 수 없습니다. topic 이름을 확인하거나 c.panel('BS') 로 직접 호출해보세요." + }, + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason", + "engine": "industry" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position", + "engine": "industry" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics", + "engine": "industry" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle", + "engine": "industry" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool", + "engine": "industry" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships", + "engine": "industry" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration", + "engine": "industry" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy", + "engine": "industry" + }, + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/0010S0", + "engine": "macro" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/0010S0/product", + "engine": "macro" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest", + "engine": "macro" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin", + "engine": "macro" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium", + "engine": "macro" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost", + "engine": "macro" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff", + "engine": "macro" + } + ], + "noComposite": true, "tensions": { "schemaVersion": 1, "items": [], @@ -17,58 +949,29 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "growthCreditTradeoff", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "industryExecutionCounterforce", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "macroCompanyCounterforce", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" } ], "noComposite": true - }, - "statusCounts": {}, - "gaps": [ - { - "engine": "analysis", - "status": "blocked", - "reason": "ValueError: '0010S0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0010S" - }, - { - "engine": "credit", - "status": "blocked", - "reason": "ValueError: '0010S0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0010S" - }, - { - "engine": "industry", - "status": "blocked", - "reason": "ValueError: '0010S0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0010S" - }, - { - "engine": "quant", - "status": "blocked", - "reason": "ValueError: '0010S0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0010S" - }, - { - "engine": "macro", - "status": "blocked", - "reason": "ValueError: '0010S0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0010S" - } - ], - "noComposite": true + } } diff --git a/landing/lenses/0010V0.json b/landing/lenses/0010V0.json index 635d1c2e543b6f287eba147fe1e1c3d220e78cff..9dda99b8298f72b1d531635dd027b4bc880bf683 100644 --- a/landing/lenses/0010V0.json +++ b/landing/lenses/0010V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001120.json b/landing/lenses/001120.json index 7cfd06985e9c04e5ee79903089e87323d43eee98..87cfc9448b90fe1197d86ceefee91d16d20fd41b 100644 --- a/landing/lenses/001120.json +++ b/landing/lenses/001120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1008,7 +1008,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1099,7 +1099,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1155,10 +1155,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1174,10 +1174,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1400,7 +1400,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1422,7 +1422,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1440,15 +1440,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/001130.json b/landing/lenses/001130.json index 50ba11360110bfecbe8658f32f95a61df12f42be..0f4a2602c9605b395f1a70b39d80686b7673f329 100644 --- a/landing/lenses/001130.json +++ b/landing/lenses/001130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001140.json b/landing/lenses/001140.json index 002cc12e8f25ed1263af0955ccfa260c579ee237..ba9b227c87334a0914dcee27b6bfc22a083b8b6c 100644 --- a/landing/lenses/001140.json +++ b/landing/lenses/001140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-26", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-26", "period": "2025", "status": "derived", @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-26", "period": "2025", "status": "observed", @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,10 +1192,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1210,10 +1210,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0011A0.json b/landing/lenses/0011A0.json index 6a6e3d7ddf574481a4c603a08e2bb21697ebe060..d5fc9575a0d57921978561022868fd3df6c5bb81 100644 --- a/landing/lenses/0011A0.json +++ b/landing/lenses/0011A0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0011T0.json b/landing/lenses/0011T0.json index 324c20731b98db570b757834bc2bbe120fbcece4..1c03e6f6a1268632f96a6ee51c7ca1310b7077a8 100644 --- a/landing/lenses/0011T0.json +++ b/landing/lenses/0011T0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/001200.json b/landing/lenses/001200.json index 3d9cc74579160548be63af3a7248da4a069d6c80..f1803af1022fa64e0740b97e24be92d31ec6f066 100644 --- a/landing/lenses/001200.json +++ b/landing/lenses/001200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -872,8 +872,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1282,7 +1282,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1300,8 +1300,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001210.json b/landing/lenses/001210.json index 215907503a9bbbf0811834087b8d952befd553f4..c205bc66c7f972c23acf2e868fab087422b81ec0 100644 --- a/landing/lenses/001210.json +++ b/landing/lenses/001210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -546,18 +546,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.64, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 28.63, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,14 +742,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 30.64, + "score": 28.63, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 31.83, + "score": 30.03, "assumptions": { "scenarioStress": "moderate" } @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -972,19 +972,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1005,8 +1005,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,17 +1051,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1124,13 +1124,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1139,7 +1139,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,10 +1198,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1216,10 +1216,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001230.json b/landing/lenses/001230.json index b5caab51dae5532f479be7504ee53d2c2e2194d2..273ca34b330f004cbe74852b0cdbf8b8d7ec84af 100644 --- a/landing/lenses/001230.json +++ b/landing/lenses/001230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001250.json b/landing/lenses/001250.json index 1e37f520f48baf7232473d4121a85346581c53fe..4a8f75290321f464d8ee34c5ba87a7b71831ad48 100644 --- a/landing/lenses/001250.json +++ b/landing/lenses/001250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001260.json b/landing/lenses/001260.json index ea495fe85eb26e8a9f02291654db1089e874c71b..57ba92bde66187e3eb436a752f601c04171e8eb9 100644 --- a/landing/lenses/001260.json +++ b/landing/lenses/001260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001270.json b/landing/lenses/001270.json index 63ae8782a2db711d427e1e52f7c8d5783df44b7c..28de5c22031f0b6112c2771b9388e7c13ab3b6b9 100644 --- a/landing/lenses/001270.json +++ b/landing/lenses/001270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001290.json b/landing/lenses/001290.json index 8b165d34e707f645c13694760cb228264e784a42..63d865776e7cec4e73f93a21402056bab194bf6d 100644 --- a/landing/lenses/001290.json +++ b/landing/lenses/001290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -351,13 +351,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -457,14 +457,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -584,10 +584,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -650,8 +650,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -672,8 +672,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -708,7 +708,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -764,10 +764,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -783,10 +783,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -806,7 +806,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001340.json b/landing/lenses/001340.json index ef867356dfaf67c0ad0108b5dfea20219bfcee99..33e920b5893891635ef61101b132cbe1f506c279 100644 --- a/landing/lenses/001340.json +++ b/landing/lenses/001340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001360.json b/landing/lenses/001360.json index d01fb0d995f0e30f31c3da606b429550e65d7947..86fc38d342378018ba36e82489f12ac19b8e2b80 100644 --- a/landing/lenses/001360.json +++ b/landing/lenses/001360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 8952.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9046.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -999,8 +999,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1012,8 +1012,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,10 +1030,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1043,7 +1043,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1052,7 +1052,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1139,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,10 +1166,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001380.json b/landing/lenses/001380.json index 271cbea81586a2c8c754794ee292228257f8a0bc..fe6b170948331d532559b53db6544b1403cc362d 100644 --- a/landing/lenses/001380.json +++ b/landing/lenses/001380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001390.json b/landing/lenses/001390.json index 6af7f52cef74179db60560d9aff6dd7625fa564e..8cfbffad07e09651765efdc8d3bdaad0d34d6006 100644 --- a/landing/lenses/001390.json +++ b/landing/lenses/001390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0013V0.json b/landing/lenses/0013V0.json index a5d3335a20382235f15ff84ff349b04bda3084ee..0156587eb0efac9632cbea4f7dae374024273cbc 100644 --- a/landing/lenses/0013V0.json +++ b/landing/lenses/0013V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001420.json b/landing/lenses/001420.json index 996df2ecd8d5195c97d526ab90a8df658d15697a..eda4599f75ae5526d2e52b6064e70514e247d8a7 100644 --- a/landing/lenses/001420.json +++ b/landing/lenses/001420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -689,7 +689,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/001420/axes/자본구조", "status": "derived", - "detail": "위험점수 0.30, 가중치 20%" + "detail": "위험점수 0.18, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -771,49 +771,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.37, + "score": 0.22, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.3, + "score": 0.18, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 24.05, + "score": 23.93, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2023", - "score": 38.63, + "score": 37.06, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2022", - "score": 26.46, + "score": 24.07, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2021", - "score": 23.32, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 20.8, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2020", - "score": 23.06, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 20.99, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2019", - "score": 0.31, + "score": 0.18, "grade": "AAA", "pdEstimate": 0.0 } @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,10 +1018,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001430.json b/landing/lenses/001430.json index 335fdc67924681e59cf7e4bebe4afdacaa6bcc56..99c20742871a883aefe12d34c8397d300ad81fd7 100644 --- a/landing/lenses/001430.json +++ b/landing/lenses/001430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 17.88, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 20.62, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 17.88, + "score": 20.62, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 18.3, + "score": 21.07, "assumptions": { "scenarioStress": "moderate" } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001440.json b/landing/lenses/001440.json index f286991f76688b8156851af11939871da8613fca..1b6e82999c5c6e29b2c8a548bc1597ded3ecec05 100644 --- a/landing/lenses/001440.json +++ b/landing/lenses/001440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/001450.json b/landing/lenses/001450.json index 4d2414d58696dcdc77c3ec23a6d5c9ce49e6bbb9..843b0a77d5f56c2ba338e3ffc264adbe6f4521c7 100644 --- a/landing/lenses/001450.json +++ b/landing/lenses/001450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -602,19 +602,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -635,8 +635,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -681,17 +681,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -760,7 +760,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -769,7 +769,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1077,12 +1077,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f72fc18362cf", + "target": "001450", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.69 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001460.json b/landing/lenses/001460.json index 03de8183b371fdaef1c620bdfae9ff404f832263..0d8ffb34740ad87cc3d4ac5f415e3c0f8d90222d 100644 --- a/landing/lenses/001460.json +++ b/landing/lenses/001460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001470.json b/landing/lenses/001470.json index 5a63b00fcb5ed665083e0b0c0fcb26543089c983..81988e2a6dff95365988139eb7a2843c10ad7022 100644 --- a/landing/lenses/001470.json +++ b/landing/lenses/001470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -554,13 +554,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-01", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-01", "period": "2025", "status": "derived", @@ -1073,7 +1073,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-01", "period": "2025", "status": "observed", @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001500.json b/landing/lenses/001500.json index 9e351715fb6e5bd888d8eb7181a22a9b95da1212..1f48d209133c75a1279f7ee302e08dcba5e278a4 100644 --- a/landing/lenses/001500.json +++ b/landing/lenses/001500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1139,7 +1139,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1157,8 +1157,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001510.json b/landing/lenses/001510.json index c0666b4af300684f509cf27f3c4408ec27bf5e60..89a4beecec14373db5566767038f6e3d2efe5e55 100644 --- a/landing/lenses/001510.json +++ b/landing/lenses/001510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -273,13 +273,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -461,14 +461,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -588,10 +588,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -634,7 +634,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -654,8 +654,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -676,8 +676,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -712,7 +712,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -768,10 +768,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -787,10 +787,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001520.json b/landing/lenses/001520.json index 29cfe91d7412a9d2bd3e880f5cf1cc1d7dc0ce5c..ddf1df4ee8c85961bc395920c4c1e7120f2cb08e 100644 --- a/landing/lenses/001520.json +++ b/landing/lenses/001520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 15.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 20.54%). 최근 주가 하락이 반영된 결과", "D/EBITDA 26.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001530.json b/landing/lenses/001530.json index 25c460dd930cc4980e965e6e3b84c24ba96fd974..ea7a17ed2532c82933a6a26bffbbbb42d5d0c1fa 100644 --- a/landing/lenses/001530.json +++ b/landing/lenses/001530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1565,7 +1565,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1587,7 +1587,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1605,8 +1605,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001540.json b/landing/lenses/001540.json index f8e7d28cd8daaa5703b6677999f53be1a9045851..6c5d477f49df02c6954652b7294389127a03726d 100644 --- a/landing/lenses/001540.json +++ b/landing/lenses/001540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6da5447a3d85", + "target": "001540", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.511 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001550.json b/landing/lenses/001550.json index f0f03713692aac7a19f30acfd3fcd10f0fe858a6..b57d3213d98fd15b50d4678bf1792de71a3a7081 100644 --- a/landing/lenses/001550.json +++ b/landing/lenses/001550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001560.json b/landing/lenses/001560.json index 5b253b44af0231a27a658bdac14974c04b64ca39..c06d1e55e740fa7f2cf3826e78213f8c3790ae69 100644 --- a/landing/lenses/001560.json +++ b/landing/lenses/001560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1451,88 +1451,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ef572bf07478", - "target": "001560", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.79 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001570.json b/landing/lenses/001570.json index ef9242424ec08ccc71c95dec2f1edbd35898d340..d0649bf8da57b241a73f288604ab9fd51cf19443 100644 --- a/landing/lenses/001570.json +++ b/landing/lenses/001570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1256,10 +1256,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015G0.json b/landing/lenses/0015G0.json index 3208568b46c9b7746031c1c96d25a57e8e0fb9a5..d8a103e76e9959e9d90f0cc6c1ee82219b352168 100644 --- a/landing/lenses/0015G0.json +++ b/landing/lenses/0015G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025Q4", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -467,14 +467,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -594,10 +594,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -613,8 +613,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -626,8 +626,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,10 +644,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -657,7 +657,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -666,7 +666,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -753,10 +753,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015N0.json b/landing/lenses/0015N0.json index 61db3c8346143ad340dcb98668bb84c0e0b01062..2023d2b8c58e8252f59dcc49aeceeb191cb0a40f 100644 --- a/landing/lenses/0015N0.json +++ b/landing/lenses/0015N0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -629,8 +629,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015S0.json b/landing/lenses/0015S0.json index 0a980d9b23792f659c40a029c6bb0b5f4b6aeaf1..2f82423e3ea00a922526b3444412f2fb76f30bbb 100644 --- a/landing/lenses/0015S0.json +++ b/landing/lenses/0015S0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001620.json b/landing/lenses/001620.json index 9cfaf5ebcb795d4d750a750ae8f2496fd5e0471f..d93e2bc98f24f4c63774a6baab5c7e5c1cfb4d42 100644 --- a/landing/lenses/001620.json +++ b/landing/lenses/001620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:73e5998a00f7", + "target": "001620", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.508 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001630.json b/landing/lenses/001630.json index 52cc323fa9ac21bbf237d135cbc8e7506c1da6a4..87a2b3a6354452623042e5a45f0df5903831b6d8 100644 --- a/landing/lenses/001630.json +++ b/landing/lenses/001630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 26.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 29.09, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 26.84, + "grade": "dCR-BBB+", + "score": 29.09, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 27.39, + "score": 29.64, "assumptions": { "scenarioStress": "moderate" } @@ -837,11 +837,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -909,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -918,6 +913,7 @@ }, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.08%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1224,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1260,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1463,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:286e0505e9d6", - "target": "001630", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.599 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001680.json b/landing/lenses/001680.json index edaadc082dde76229ee85c4eb79049573a336db6..ac580d3561b30b6a777740d7da9ea4a056f37197 100644 --- a/landing/lenses/001680.json +++ b/landing/lenses/001680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001720.json b/landing/lenses/001720.json index b70331bd2d55cca2c06aee004b6c037902cf5600..69438e387819399d408500285460f1b14409aba5 100644 --- a/landing/lenses/001720.json +++ b/landing/lenses/001720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -750,8 +750,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -803,10 +803,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001740.json b/landing/lenses/001740.json index bd57bf5e542483db664329df94cb3202b02fe8c6..c3e0ba3f75bb8b637c3ba767312bc88ce6a1def6 100644 --- a/landing/lenses/001740.json +++ b/landing/lenses/001740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001750.json b/landing/lenses/001750.json index 88727339fa68f6e277dfa6bc18c9eb5486a1c75c..9260f60e4dab548d7ac61a535080654f1b15d709 100644 --- a/landing/lenses/001750.json +++ b/landing/lenses/001750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001770.json b/landing/lenses/001770.json index ed69f07eead557c1d037cfa4def5838187609efe..49ede6d5a8c793887d6fb082e04c4b09b6a7e2cf 100644 --- a/landing/lenses/001770.json +++ b/landing/lenses/001770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 27.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 28.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-02", "period": null, "status": "derived", @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-02", "period": null, "status": "observed", @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001780.json b/landing/lenses/001780.json index c659e39400c2d06e15b89cb40f58821e9580cdf4..dfe1da4dd3f7e1130ca367f6413e5e6bd4d27c83 100644 --- a/landing/lenses/001780.json +++ b/landing/lenses/001780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,51 +850,51 @@ "gradeHistory": [ { "period": "2026", - "score": 33.07, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 20.18, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2025", - "score": 48.49, - "grade": "B+", - "pdEstimate": 4.0 + "score": 34.36, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2024", - "score": 51.23, - "grade": "B+", - "pdEstimate": 4.0 + "score": 36.57, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2023", - "score": 46.66, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 32.08, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2022", - "score": 56.04, - "grade": "B", - "pdEstimate": 7.0 + "score": 40.16, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2021", - "score": 61.81, - "grade": "B", - "pdEstimate": 7.0 + "score": 53.83, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2020", - "score": 50.52, - "grade": "B+", - "pdEstimate": 4.0 + "score": 37.69, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2019", - "score": 63.16, - "grade": "B-", - "pdEstimate": 10.0 + "score": 54.37, + "grade": "B+", + "pdEstimate": 4.0 } ], "coverage": { @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001790.json b/landing/lenses/001790.json index 3e1b326f625af3ca4b765410ce6962f3523ec308..393283dff762a2dc19ace75e998ebace7b66a1db 100644 --- a/landing/lenses/001790.json +++ b/landing/lenses/001790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0017J0.json b/landing/lenses/0017J0.json index bdc96633f617cede5156ec01526298d9452d5b21..6afe162ccfbba18f0d89275875741cc147e1a413 100644 --- a/landing/lenses/0017J0.json +++ b/landing/lenses/0017J0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/001800.json b/landing/lenses/001800.json index b277ce62d897d6d917e725f41bef2223d265169e..7b08e9376f0b16b0c150a1be75b4915956dee2b6 100644 --- a/landing/lenses/001800.json +++ b/landing/lenses/001800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1552,12 +1552,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1cee5a4e36e6", + "target": "001800", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.509 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001810.json b/landing/lenses/001810.json index bd60c7bed82510c0a9bb89b09771b61a8b29a829..75143425e25331fa7a158e451c018fba5343d9bb 100644 --- a/landing/lenses/001810.json +++ b/landing/lenses/001810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001820.json b/landing/lenses/001820.json index e2d69360fa96cd94e79adf8adf81a99e0eabb6c1..0d0468d196188688ae03dfff99bfba8804e300d3 100644 --- a/landing/lenses/001820.json +++ b/landing/lenses/001820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ab88b43d8e44", - "target": "001820", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.836 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001840.json b/landing/lenses/001840.json index aa37600e863ba1bd92a8f0ecdeafdd3430849441..7b738f0f799e6a72abfc7099768502cd879cebb8 100644 --- a/landing/lenses/001840.json +++ b/landing/lenses/001840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-23", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-23", "period": null, "status": "derived", @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-23", "period": null, "status": "observed", @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001890.json b/landing/lenses/001890.json index 829ad6ef5a5af93f5b8a6ed49a4b883d29d91aae..15a5f45639260597d2a82664afd03e7fd43691e5 100644 --- a/landing/lenses/001890.json +++ b/landing/lenses/001890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001940.json b/landing/lenses/001940.json index a3d281cbead1c26d20813528357a1064fa1ce76d..12fb825a5e76ff8fd620a3c38bc5442c1d956fce 100644 --- a/landing/lenses/001940.json +++ b/landing/lenses/001940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.75%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001970.json b/landing/lenses/001970.json index 3fde8eabafd67a5c184899824ef8aea09071b6c4..9407f73afbfd8c7b1e537dac8179fb2d4b8fd7dd 100644 --- a/landing/lenses/001970.json +++ b/landing/lenses/001970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -503,10 +503,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -591,10 +591,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -610,10 +610,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -637,10 +637,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -655,10 +655,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -669,7 +669,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002020.json b/landing/lenses/002020.json index bf8dcb8b3c0ee7dda1512e9cc8cf5c079eef5244..f495bee111cb4b14bfa07320df51a52c9217032e 100644 --- a/landing/lenses/002020.json +++ b/landing/lenses/002020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002030.json b/landing/lenses/002030.json index 6fda73f705252711a394499aaed4985519212903..73738c5ff6da404648b1579b658433ec901381b1 100644 --- a/landing/lenses/002030.json +++ b/landing/lenses/002030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002070.json b/landing/lenses/002070.json index b36f43561d6671161d090028f7b8386e3341fba1..b7391f495b65aed468b5478761a8cb1939be8ebc 100644 --- a/landing/lenses/002070.json +++ b/landing/lenses/002070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 102.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 107.50%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002100.json b/landing/lenses/002100.json index 55b2f1822be01f4f34cfb388f2bdd4e42e55c937..8da76167dcf73038ca8fa681958e3d89e21b54c4 100644 --- a/landing/lenses/002100.json +++ b/landing/lenses/002100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002140.json b/landing/lenses/002140.json index a38ef6d207c3f8115f08491252d7e281116a6fe9..ed9be22e98b0834f8ce75f83f43ad8aa24355332 100644 --- a/landing/lenses/002140.json +++ b/landing/lenses/002140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/002150.json b/landing/lenses/002150.json index 0583e7fb0f22a566993d7fc7fab7c3e4e40f1a24..f1ad547499b9e64c994854e273b95fa70d41763d 100644 --- a/landing/lenses/002150.json +++ b/landing/lenses/002150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:476516bc6f8c", - "target": "002150", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.308 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002170.json b/landing/lenses/002170.json index f7432cffd60a824b3b0a3a433b67cbafae07de27..f3632897c51e975d0f7a6e8766fd64b6903ca8eb 100644 --- a/landing/lenses/002170.json +++ b/landing/lenses/002170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002200.json b/landing/lenses/002200.json index 62a22bc53f2cb6b31f3f20daaf9b1d1f482b4216..651d5a32937764a1429674bcf5106b63144ee1be 100644 --- a/landing/lenses/002200.json +++ b/landing/lenses/002200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002210.json b/landing/lenses/002210.json index 80eb359f2b8fe414542e8415dfb769be17cb7fb5..1552fdb13746566ec7e036afdbb1fc00be84f934 100644 --- a/landing/lenses/002210.json +++ b/landing/lenses/002210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1070,7 +1070,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002220.json b/landing/lenses/002220.json index 59c633e5ab9bb0e692506cbef1b267e51d632c7f..5246f77a1a3a1cd16b06701dbe9579482b5c074b 100644 --- a/landing/lenses/002220.json +++ b/landing/lenses/002220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "유동성 축이 66점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 12.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 12.29%). 최근 주가 하락이 반영된 결과", "D/EBITDA 35.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002230.json b/landing/lenses/002230.json index 13f8b88fceb4bb227ec9f5362964c7cd8dd79520..95290b72de022d275cbdc85e8c137981ab67109a 100644 --- a/landing/lenses/002230.json +++ b/landing/lenses/002230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1593,12 +1593,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7c91eb134c90", + "target": "002230", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002240.json b/landing/lenses/002240.json index 3e1af4bc0db3133345f4230315fdd2a045ff7bf0..ec3740f4395c10a470314decb981384c51a14f20 100644 --- a/landing/lenses/002240.json +++ b/landing/lenses/002240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002290.json b/landing/lenses/002290.json index ac6829c9695fc29029f53595f155bbd9ac645fea..a98c5d701bdd46a14ddba44952d7a102035cc640 100644 --- a/landing/lenses/002290.json +++ b/landing/lenses/002290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-AAA", - "summary": "dCR 위험점수 2.66, 전망 안정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-AA+", + "summary": "dCR 위험점수 3.66, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AAA", - "score": 2.66, + "grade": "dCR-AA+", + "score": 3.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AAA", - "score": 2.94, + "grade": "dCR-AA+", + "score": 3.94, "assumptions": { "scenarioStress": "moderate" } @@ -905,7 +905,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-4", - "pdEstimate": 0.0, + "pdEstimate": 0.01, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002310.json b/landing/lenses/002310.json index a7c5ba7f45f2611beeffcae7f18d6bed2ebdfb12..5f969354c0df8b53e3f86a4816c031d9d05216a3 100644 --- a/landing/lenses/002310.json +++ b/landing/lenses/002310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002320.json b/landing/lenses/002320.json index 35aa8b539c1f5aac7549d365eac62fa47a7cc39f..1836587b13472446fbb8c5f42f59222b3e6ed5b3 100644 --- a/landing/lenses/002320.json +++ b/landing/lenses/002320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -732,12 +732,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 산업재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002350.json b/landing/lenses/002350.json index 6c786bbb6a4bff693669908e4c9ff5fa87ca2031..f169e1b2fa63c78a2e173e7b978fbae314699f52 100644 --- a/landing/lenses/002350.json +++ b/landing/lenses/002350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002360.json b/landing/lenses/002360.json index de18fc73d581d43b0b770347cb6b76294d64af09..2f768c89462c5004da82e7445e0f0f3864e50d02 100644 --- a/landing/lenses/002360.json +++ b/landing/lenses/002360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,10 +1260,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002380.json b/landing/lenses/002380.json index d77937514f8d140c548e8d607a4d507008d2b24c..1d8a7c65e40c03df7b3ea458ed6f5ce357e1fe26 100644 --- a/landing/lenses/002380.json +++ b/landing/lenses/002380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1222,7 +1222,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1470,8 +1470,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002390.json b/landing/lenses/002390.json index 6de552680a8ce3408a9ce27099b5a4cfe78ab2a9..d87acaa045522dc0050e47d3e46b00da25958e31 100644 --- a/landing/lenses/002390.json +++ b/landing/lenses/002390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 59점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 11.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 11.79%). 최근 주가 하락이 반영된 결과", "D/EBITDA 90.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002410.json b/landing/lenses/002410.json index 387b49d082cbde554d54277011e5853e405cd047..818fd51301f40d5e99c6ec3f1251419f76396c26 100644 --- a/landing/lenses/002410.json +++ b/landing/lenses/002410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002420.json b/landing/lenses/002420.json index c292d6515b3c5f79df0e176b3f8e7090a30c1dda..7a96859761978ee70005771d59c1f2dcbad33cd0 100644 --- a/landing/lenses/002420.json +++ b/landing/lenses/002420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -997,8 +997,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1028,10 +1028,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1041,7 +1041,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002450.json b/landing/lenses/002450.json index 8ef70a0df4f769d70a2c7eb5eb4b84498fd4fe27..47f878e6b42bb3e0a4e47b7df05007790b9d22c4 100644 --- a/landing/lenses/002450.json +++ b/landing/lenses/002450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002460.json b/landing/lenses/002460.json index a0ea68fee82a8fc701e3ea0dca00aeb7812f82c7..34c986ab3097747e11b8d854dfd34f7e73a591f6 100644 --- a/landing/lenses/002460.json +++ b/landing/lenses/002460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e21dba23fb5c", + "target": "002460", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002550.json b/landing/lenses/002550.json index 0f865b28935ed1a6e35a9403c05c63294584bde2..6189eb4d9243f37d4efe7303cfa53d142c73ff01 100644 --- a/landing/lenses/002550.json +++ b/landing/lenses/002550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002600.json b/landing/lenses/002600.json index add31dc0026b390ee6598b3edc8b24d2970e7685..479f3d0531bf04d498aa0965f1d5f9661976947d 100644 --- a/landing/lenses/002600.json +++ b/landing/lenses/002600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002620.json b/landing/lenses/002620.json index 78f24ffe295afafd61224185f214b6fd5c79ad0b..1ae68f68435fa14dd264be7888547bc0310c2f27 100644 --- a/landing/lenses/002620.json +++ b/landing/lenses/002620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,12 +1558,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6838477e63b0", + "target": "002620", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002630.json b/landing/lenses/002630.json index fcdb1f005ae0442dc16fad36fbd8303051454bf6..50c5c29537937eb10b1debc8c567b805758bd37d 100644 --- a/landing/lenses/002630.json +++ b/landing/lenses/002630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -959,10 +959,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -978,8 +978,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1009,10 +1009,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1099,10 +1099,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1118,10 +1118,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002670.json b/landing/lenses/002670.json index ab17b3eac7dd4a7a0ed9bad6573f7048598c5747..23f41442dd79f6901a4af99b354275104d87eca7 100644 --- a/landing/lenses/002670.json +++ b/landing/lenses/002670.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], @@ -746,7 +746,7 @@ { "engine": "credit", "status": "blocked", - "reason": "RuntimeError: 데이터 다운로드 실패 (002670, 재무 숫자 데이터): HTTP Error 404: Not Found\n\n • 인터넷 연결을 확인하세요\n • 해당 종목이 dartlab 데이터셋에 포함되어 있는지 확인하세요\n → DART: 한국 상장기업 ~2,700개 / EDGAR: 미국 상장기업 ~970개\n • DART API " + "reason": "RuntimeError: 데이터 다운로드 실패 (002670, 재무 숫자 데이터): HTTP Error 404: Not Found\n\n • 인터넷 연결을 확인하세요\n • 해당 종목이 dartlab 데이터셋에 포함되어 있는지 확인하세요\n → DART: 한국 상장기업 ~2,700개 / EDGAR: 미국 상장기업 ~970개\n • DART 공시 문" }, { "id": "industry.position", diff --git a/landing/lenses/002680.json b/landing/lenses/002680.json index 168dbd26878ddc8d78b0458f0499d0209a2bcd86..c60996420226d1f1266571a315a02b8ed4c69c57 100644 --- a/landing/lenses/002680.json +++ b/landing/lenses/002680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1140.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1759.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002690.json b/landing/lenses/002690.json index efc1e80800365bf67f41c00d955c10009f01ca05..27a83ff1fc606858773bd4ebb236ad2c51860f84 100644 --- a/landing/lenses/002690.json +++ b/landing/lenses/002690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1107,10 +1107,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1126,10 +1126,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002700.json b/landing/lenses/002700.json index 88b7efaea8c58ba1905a1254c7a3cdf091b53342..2fcad1c8b03dcdb06a16e45f3c005f56f706b6e1 100644 --- a/landing/lenses/002700.json +++ b/landing/lenses/002700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002710.json b/landing/lenses/002710.json index 7874771f1806b19fa7aba5aceffcbcb6f92c4433..735de65bfd921f84960c59e44591a0f6c78ae26a 100644 --- a/landing/lenses/002710.json +++ b/landing/lenses/002710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 12.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 16.77%). 최근 주가 하락이 반영된 결과", "D/EBITDA 21.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1352,7 +1352,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1676,7 +1676,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1698,7 +1698,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1716,15 +1716,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/002720.json b/landing/lenses/002720.json index ddbbe8d742709f770ad41030b045fbbbc56ecb76..fe2dcfc4447fcbafcabe4768959aeaf9a59160d2 100644 --- a/landing/lenses/002720.json +++ b/landing/lenses/002720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002760.json b/landing/lenses/002760.json index 508c26408ba480324b5848f51615ca0726047286..96c132215848b5fbaaa126ecb9de38079bcdb94d 100644 --- a/landing/lenses/002760.json +++ b/landing/lenses/002760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 5.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 6.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 5.84, + "score": 6.84, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 6.35, + "score": 7.35, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002780.json b/landing/lenses/002780.json index dc4cf714f652baf2790e200d8fb64256e9d532e5..6d2b6855e1ba51120019c019ffc9c91f759aefd5 100644 --- a/landing/lenses/002780.json +++ b/landing/lenses/002780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002790.json b/landing/lenses/002790.json index 15e9fc237fa1be65828b23d5f79abb472ac1ef90..5651c7ac76f79b22824bd93b1ce68d3910f0c3cc 100644 --- a/landing/lenses/002790.json +++ b/landing/lenses/002790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002800.json b/landing/lenses/002800.json index 40d5ddba504a5c16d4ab8829dd6912b80f83e38f..2f65ecc25ca7fc59ea14a40652a06042f0e26c2c 100644 --- a/landing/lenses/002800.json +++ b/landing/lenses/002800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,15 +1062,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1214,13 +1214,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1464,12 +1464,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3a0acd431e3d", + "target": "002800", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.934 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002810.json b/landing/lenses/002810.json index 4f4ca6ab36f75e94c73aa90bb60c603e62b31ac2..17dedc2e09b26c028ff603f975715dea5ba1843f 100644 --- a/landing/lenses/002810.json +++ b/landing/lenses/002810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002820.json b/landing/lenses/002820.json index 3d8b9c370cbdbf435825aba4e3b7f2de94ff5203..d98393de793a3e14da019c6e94eee22bd112ae20 100644 --- a/landing/lenses/002820.json +++ b/landing/lenses/002820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,18 +547,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-B", - "summary": "dCR 위험점수 56.68, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 46.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -589,11 +589,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 90.0, + "value": 50.42, "unit": "riskScore", "direction": "negative", - "weight": 25, - "contribution": 22.5, + "weight": 30, + "contribution": 15.13, "sourceRef": "axes.채무상환능력" }, { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,12 +648,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 소재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -691,14 +691,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/002820/axes/채무상환능력", "status": "derived", - "detail": "위험점수 90.00, 가중치 25%" + "detail": "위험점수 50.42, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/002820/axes/자본구조", "status": "derived", - "detail": "위험점수 30.37, 가중치 20%" + "detail": "위험점수 33.98, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -742,15 +742,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B", - "score": 56.68, + "grade": "dCR-BB-", + "score": 46.84, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B", - "score": 57.44, + "grade": "dCR-BB-", + "score": 47.69, "assumptions": { "scenarioStress": "moderate" } @@ -778,51 +778,51 @@ "gradeHistory": [ { "period": "2026", - "score": 23.33, + "score": 26.79, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2025", - "score": 63.89, - "grade": "B-", - "pdEstimate": 10.0 + "score": 53.75, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2024", - "score": 70.86, + "score": 70.92, "grade": "CCC", "pdEstimate": 15.0 }, { "period": "2023", - "score": 71.83, - "grade": "CCC", - "pdEstimate": 15.0 + "score": 63.51, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2022", - "score": 72.64, - "grade": "CCC", - "pdEstimate": 15.0 + "score": 67.25, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2021", - "score": 71.04, - "grade": "CCC", - "pdEstimate": 15.0 + "score": 64.08, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2020", - "score": 64.49, + "score": 65.36, "grade": "B-", "pdEstimate": 10.0 }, { "period": "2019", - "score": 61.49, - "grade": "B", - "pdEstimate": 7.0 + "score": 51.21, + "grade": "B+", + "pdEstimate": 4.0 } ], "coverage": { @@ -833,10 +833,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 7.0, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 90점으로 등급 하방 압력", + "채무상환능력 축이 50점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", "D/EBITDA 10.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002840.json b/landing/lenses/002840.json index 9c499f4e7cf271ab64caa41497641210cf6c81fb..6228ef79b8e4d635ff138e1c04cf8f0edffbdd86 100644 --- a/landing/lenses/002840.json +++ b/landing/lenses/002840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,10 +1266,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1600,7 +1600,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1622,7 +1622,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1640,15 +1640,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/002870.json b/landing/lenses/002870.json index a094ec28e1c644a0613f8e5aab5d807afc16b20e..f18730481a7f7829755411f703587e9a87e26373 100644 --- a/landing/lenses/002870.json +++ b/landing/lenses/002870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:37abe6e4e1e7", + "target": "002870", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.437 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002880.json b/landing/lenses/002880.json index 241edd029f5e40c4843e4c4b82d55ade891a2451..47eef13b95acf973f69f1ffafb625ed42b8554ba 100644 --- a/landing/lenses/002880.json +++ b/landing/lenses/002880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002900.json b/landing/lenses/002900.json index 458efc704d8d723dd7e47bd15d48b7ec7305f249..29228c4c17ba05a8d867f0e2493698e11b3f7495 100644 --- a/landing/lenses/002900.json +++ b/landing/lenses/002900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002920.json b/landing/lenses/002920.json index 649a2c645047761b1615380b042e77a76a1a93dc..3e6320571181e68a1f39dd52022700e4c5a70a5b 100644 --- a/landing/lenses/002920.json +++ b/landing/lenses/002920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002960.json b/landing/lenses/002960.json index 2913c850cb4f02b2c0c40555621eff11e73b1f45..9892af553bb946c6d6d8a1fc6ee09ed730490568 100644 --- a/landing/lenses/002960.json +++ b/landing/lenses/002960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002990.json b/landing/lenses/002990.json index 1f482caaf2ed0336876f68a5d9cc2a0b49a7d2da..1785903a94fa73c7319fb5faf83e8291bab6fa33 100644 --- a/landing/lenses/002990.json +++ b/landing/lenses/002990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003000.json b/landing/lenses/003000.json index 646361209c56073c3f19128096a54f8a950c391b..191546798c568784fbad9591270796e13e762dc4 100644 --- a/landing/lenses/003000.json +++ b/landing/lenses/003000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1450,12 +1450,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:085e04584ed6", + "target": "003000", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003010.json b/landing/lenses/003010.json index 9afe3c8aef3a39ea99856305423f873c19030b47..84ae9cfc18fd01f38c9bdaf4ed9a6355bffe0f0e 100644 --- a/landing/lenses/003010.json +++ b/landing/lenses/003010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1007,8 +1007,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1027,8 +1027,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1170,10 +1170,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003030.json b/landing/lenses/003030.json index adbad74182874a82bf480355330aa0e9cd37fa37..d0a8518c98ff1dcbab6b7e74fea6ce24734effca 100644 --- a/landing/lenses/003030.json +++ b/landing/lenses/003030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003060.json b/landing/lenses/003060.json index 432f4431bd9dee26e1237a4bd3f34f6d0203d174..66b87781a77ae8014c3374a6edad26b2fa492d57 100644 --- a/landing/lenses/003060.json +++ b/landing/lenses/003060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9995.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9995.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003070.json b/landing/lenses/003070.json index 3a7f594546d5ddee68b46cf90697a315cd4bde91..96def135f9a307c4159dffcdbdf87fc281fefdf2 100644 --- a/landing/lenses/003070.json +++ b/landing/lenses/003070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003080.json b/landing/lenses/003080.json index aafe3018ce9280a7523b440ebb5b390cd854df3a..9d60bba0d66f6483892a6d849f573a1d0d0eb47f 100644 --- a/landing/lenses/003080.json +++ b/landing/lenses/003080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003090.json b/landing/lenses/003090.json index 817e685ae1455a128670c178ba6ab796e7ef2dec..3e553e03cfb2fbd41e789b8feaf9627c82d2e99b 100644 --- a/landing/lenses/003090.json +++ b/landing/lenses/003090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:276e873068dc", - "target": "003090", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.252 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003100.json b/landing/lenses/003100.json index 2b23d46ce7dc9a3ca3c871be76e6b82ccec9d598..4d6cee7b557104f9c1e49b680846e71103fed590 100644 --- a/landing/lenses/003100.json +++ b/landing/lenses/003100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1556,12 +1556,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:98a577084df7", + "target": "003100", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.363 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003120.json b/landing/lenses/003120.json index 9120097988edd2057d6f5ccd1e44898cb51e0841..cf8cb811a84a5aff4efd7423ca77c8cd9be3f3b1 100644 --- a/landing/lenses/003120.json +++ b/landing/lenses/003120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003160.json b/landing/lenses/003160.json index e9a003590cbfc01451666ad8898f62f49e504e44..8551dbf3ae30538380d4bef4424df3481f793a2f 100644 --- a/landing/lenses/003160.json +++ b/landing/lenses/003160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -967,19 +967,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1119,13 +1119,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003200.json b/landing/lenses/003200.json index 0e6feb29b77523144f33c2d8c728f9d1927fc3b9..284eefa5735809526e9c6d5d9599b8f8680719bf 100644 --- a/landing/lenses/003200.json +++ b/landing/lenses/003200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003220.json b/landing/lenses/003220.json index 0edbe30539183bc0a3f91809055250ade76cdcb1..9758debf2890a17904c3fb3a9915783666791a13 100644 --- a/landing/lenses/003220.json +++ b/landing/lenses/003220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 8.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 9.01%). 최근 주가 하락이 반영된 결과", "D/EBITDA 65.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,15 +1060,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1462,88 +1462,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2e9b2bec9aba", - "target": "003220", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003230.json b/landing/lenses/003230.json index 356d72d70a54035355e7127e13e3d22d4b88ff8b..22ad2de639745898cd2e94125c1e4f1df3634c87 100644 --- a/landing/lenses/003230.json +++ b/landing/lenses/003230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,88 +1558,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:862e1e7188a7", - "target": "003230", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003240.json b/landing/lenses/003240.json index e3f581082389e09e158842cd764513250635bb38..6b15a0f382e194f9a566c7f10a3cbff006cc6831 100644 --- a/landing/lenses/003240.json +++ b/landing/lenses/003240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1596,88 +1596,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:de7e68be5885", - "target": "003240", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2022", - "period": "2022", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2022", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003280.json b/landing/lenses/003280.json index fc977cbe3b12837d3736dbfee907de8ab80a1821..dfede0e6429d13e46e452f97e46f452264de8d1c 100644 --- a/landing/lenses/003280.json +++ b/landing/lenses/003280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1561,7 +1561,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1583,7 +1583,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1601,8 +1601,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003300.json b/landing/lenses/003300.json index 2230e1d9debd04589377b5a0037b41a363b35d4c..17e863babd1ac6964aa19fc576494b5cbdbc8e44 100644 --- a/landing/lenses/003300.json +++ b/landing/lenses/003300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 22.10, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 14.37, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,24 +650,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 12.5, + "id": "axis.자본구조", + "label": "자본구조", + "value": 4.1, "unit": "riskScore", "direction": "positive", "weight": 15, - "contribution": 1.88, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 36.21, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 9.05, - "sourceRef": "axes.채무상환능력" + "contribution": 0.61, + "sourceRef": "axes.자본구조" }, { "id": "axis.유동성", @@ -678,17 +668,27 @@ "weight": 15, "contribution": 4.07, "sourceRef": "axes.유동성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 19.63, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 1.96, + "sourceRef": "axes.사업안정성" } ], "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", + "label": "자본구조는 매우 건전하다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", - "direction": "neutral", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,12 +702,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", + "label": "현금흐름 창출 능력은 우수하다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", - "direction": "neutral", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 소재 (지주사조정) 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "adverse", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,14 +764,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/003300/axes/채무상환능력", "status": "derived", - "detail": "위험점수 36.21, 가중치 25%" + "detail": "위험점수 9.69, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/003300/axes/자본구조", "status": "derived", - "detail": "위험점수 20.63, 가중치 20%" + "detail": "위험점수 4.10, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -785,7 +785,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/003300/axes/현금흐름", "status": "derived", - "detail": "위험점수 12.50, 가중치 15%" + "detail": "위험점수 6.25, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 22.1, + "grade": "dCR-A+", + "score": 14.37, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 23.33, + "grade": "dCR-A+", + "score": 15.11, "assumptions": { "scenarioStress": "moderate" } @@ -837,8 +837,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -906,10 +906,17 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.25, - "notchAdjustment": null, + "pdEstimate": 0.04, + "notchAdjustment": { + "totalNotch": 2, + "reasons": [ + "지주사 별도 부채비율 8% (양호)" + ], + "monotonicGate": "A+" + }, "divergenceExplanation": [ - "채무상환능력 축이 36점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.71%). 최근 주가 하락이 반영된 결과", + "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003310.json b/landing/lenses/003310.json index 7d41e5b3bc350808ebcd9c5f5e73ac71f8557508..7ea2b41e493dd33b3e0dd63ce2b487f0f919cd3c 100644 --- a/landing/lenses/003310.json +++ b/landing/lenses/003310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003350.json b/landing/lenses/003350.json index 87d59d12cec9959e98f8dfcb4318ebd79f00d608..bd55409280e9cc8620e0ad7441cf2f3b3e2f5b03 100644 --- a/landing/lenses/003350.json +++ b/landing/lenses/003350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003380.json b/landing/lenses/003380.json index ef4848f146167c477b3309e1df7181724fd9c8fd..d46e16d670fb5de2324092fa1e72d22d34e1c0d8 100644 --- a/landing/lenses/003380.json +++ b/landing/lenses/003380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -891,10 +891,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -924,7 +924,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -957,8 +957,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -990,7 +990,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1071,10 +1071,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1090,10 +1090,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003410.json b/landing/lenses/003410.json index bd27ae662f9e5eaf4c95f4064b364d8629570749..b9381ce1ae8aa90d067e2a241832975bbe2adfa5 100644 --- a/landing/lenses/003410.json +++ b/landing/lenses/003410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -653,10 +653,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -671,10 +671,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003450.json b/landing/lenses/003450.json index 8dd4ef4593371f802331bc643d43cab620a33513..9d9e575c85a52433888ff9d9ebd56a979704600f 100644 --- a/landing/lenses/003450.json +++ b/landing/lenses/003450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -955,10 +955,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1105,10 +1105,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1124,10 +1124,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1151,10 +1151,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1169,10 +1169,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003460.json b/landing/lenses/003460.json index cd502796420bca239759bede77830d1ef9109d88..79311e91dece8b81574217a23897d6919e478d54 100644 --- a/landing/lenses/003460.json +++ b/landing/lenses/003460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -689,7 +689,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -702,8 +702,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -722,8 +722,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -733,7 +733,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -742,7 +742,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -829,10 +829,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003470.json b/landing/lenses/003470.json index 921e95e7c9fb4a143e9d4f87b6df94c3d22375eb..098003274633885c77015483fc49a4ab2f077ff2 100644 --- a/landing/lenses/003470.json +++ b/landing/lenses/003470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -872,8 +872,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003480.json b/landing/lenses/003480.json index 8e47c2335cb5e7ecdea94e89f9309d996fb40741..32a9acadddc06956acbfbb0a744855d47e0041d3 100644 --- a/landing/lenses/003480.json +++ b/landing/lenses/003480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1518,7 +1518,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1540,7 +1540,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1558,15 +1558,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/003490.json b/landing/lenses/003490.json index ca447b931826cf3048e40f576286fafb7e344c99..7485660384e63292207417a3632f72c2292d9469 100644 --- a/landing/lenses/003490.json +++ b/landing/lenses/003490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1068,15 +1068,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1101,8 +1101,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,17 +1147,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1192,7 +1192,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1226,7 +1226,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1235,7 +1235,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1248,10 +1248,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1267,10 +1267,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1568,88 +1568,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0e730e360163", - "target": "003490", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.385 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003520.json b/landing/lenses/003520.json index 9ea1bf057d43a8fe80a6b5acb98852df9db3107c..aef0b479164c440b59320f9e4db30e620d3f465f 100644 --- a/landing/lenses/003520.json +++ b/landing/lenses/003520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003530.json b/landing/lenses/003530.json index ec77de2d6467f192921a5ecafa5875f41888bf53..b4ae65e74bea0f12d61f04a09df5381d1e4d3a8d 100644 --- a/landing/lenses/003530.json +++ b/landing/lenses/003530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,10 +1176,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1194,10 +1194,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1579,7 +1579,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1601,7 +1601,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1619,8 +1619,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003540.json b/landing/lenses/003540.json index 48911ad982637d8a566f6c4d4d26d1a721edb349..f9ba9d5ae7074582cbbaac6ae56c3a8422592627 100644 --- a/landing/lenses/003540.json +++ b/landing/lenses/003540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -717,19 +717,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -750,8 +750,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -796,17 +796,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -875,7 +875,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -884,7 +884,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,12 +1192,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6d0725c68afd", + "target": "003540", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003550.json b/landing/lenses/003550.json index 1b9ced8d655ebb0a5d78654145c81697d347e70b..b28265953e2c2d12bace1f9b342df209a1bc6b34 100644 --- a/landing/lenses/003550.json +++ b/landing/lenses/003550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003560.json b/landing/lenses/003560.json index 6f093d306f5c1f9d90402c20bdae66f0583b24d1..69d4f9d0befacbb8d56fe1f3bf49c20a3ae5cef9 100644 --- a/landing/lenses/003560.json +++ b/landing/lenses/003560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1127,7 +1127,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003570.json b/landing/lenses/003570.json index bef265e9e932c0ba62da4de6a9bcbde0a5e79506..b8e00909d7ff479ce32bed863824998a7a78eb23 100644 --- a/landing/lenses/003570.json +++ b/landing/lenses/003570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003580.json b/landing/lenses/003580.json index a234fe56d231253fbf148862467f8b0c99d72c4f..36dc433893edd30221936fbdfbdba405ab3c9ae1 100644 --- a/landing/lenses/003580.json +++ b/landing/lenses/003580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -548,18 +548,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 40.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 42.91, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,15 +743,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 40.66, + "grade": "dCR-BB-", + "score": 42.91, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 41.32, + "grade": "dCR-BB-", + "score": 43.57, "assumptions": { "scenarioStress": "moderate" } @@ -834,7 +834,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -980,19 +980,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,17 +1059,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1138,7 +1138,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1147,7 +1147,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,10 +1206,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1480,12 +1480,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8cdef5972054", + "target": "003580", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.493 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0035S0.json b/landing/lenses/0035S0.json index d8de73afe6e91fc3b2a26b3633c6b9561be43ab0..f7d46d7180d9bd6d8da72dc109004fa8ad8902ad 100644 --- a/landing/lenses/0035S0.json +++ b/landing/lenses/0035S0.json @@ -9,7 +9,939 @@ "quant", "macro" ], - "products": {}, + "products": { + "analysis": { + "schemaVersion": 1, + "identity": { + "target": "0035S0", + "market": "KR", + "engine": "analysis", + "axis": "종합평가", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": null, + "retrievedAt": "2026-10-18" + }, + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "blocked", + "conclusion": { + "label": "판단 보류", + "summary": "대표 판단을 만들 직접 재무 근거가 없어 결론을 차단했습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "requiredDomainCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags" + } + ], + "scenarios": [], + "falsifiers": [], + "payload": { + "blockRefs": [ + "scorecard", + "piotroski", + "summaryFlags", + "representative" + ], + "coverage": { + "requiredDomains": [ + "earnings", + "cash", + "resilience", + "quality" + ], + "observedRequiredDomains": 0, + "domainCoverage": { + "earnings": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "cash": { + "status": "missing", + "observed": 0, + "expected": 1 + }, + "resilience": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "quality": { + "status": "missing", + "observed": 0, + "expected": 1 + } + }, + "observedComponents": 0, + "totalComponents": 6, + "components": [ + { + "id": "earnings.marginTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.marginTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "earnings.growthTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.growthTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "cash.cashQuality", + "domain": "cash", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.cash.cashQuality", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.leverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.coverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "quality.earningsQualityFlags", + "domain": "quality", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + } + ] + }, + "assessment": { + "label": "판단 보류", + "summary": "0개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", + "score": null, + "drivers": [], + "positiveDrivers": [], + "negativeDrivers": [] + } + } + }, + "industry": { + "schemaVersion": 1, + "identity": { + "target": "0035S0", + "market": "KR", + "engine": "industry", + "axis": "회사위치", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": { + "mappingUpdatedAt": null, + "financialPeriod": null, + "retrievedAt": "2026-10-18" + }, + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "blocked", + "conclusion": { + "label": "산업 위치 판단 불가", + "summary": "산업 가치사슬의 primary 위치 매핑이 없습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "mappingConfidenceAndBlockCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy" + } + ], + "scenarios": [], + "falsifiers": [ + { + "id": "positionRemap", + "condition": "primary 산업 노드의 stage 또는 source가 변경되면 가치사슬 결론을 다시 평가합니다.", + "sourceRef": "stage" + } + ], + "payload": { + "blockRefs": [ + "industry", + "stage", + "sectorMetrics", + "sectorCycle", + "profitPool", + "relationships", + "concentration" + ], + "coverage": { + "observedBlocks": 0, + "totalBlocks": 6, + "blocks": { + "position": false, + "sectorMetrics": false, + "sectorCycle": false, + "profitPool": false, + "relationships": false, + "concentration": false + } + }, + "peerCount": 0, + "relationshipCoverage": { + "count": null, + "evidenceCoverage": null, + "amountCoverage": null, + "ratioCoverage": null + } + } + }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "0035S0", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-16", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, + "macro": { + "schemaVersion": 1, + "identity": { + "target": "0035S0", + "market": "KR", + "engine": "macro", + "axis": "전파", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "partial", + "conclusion": { + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + }, + "confidence": { + "level": "medium", + "score": 60.0, + "method": "macroObservationAndCompanyEvidenceCoverage" + }, + "drivers": [ + { + "id": "BAMLH0A0HYM2", + "label": "미국 HY 스프레드", + "value": 3.23, + "unit": "%p", + "signal": "falling", + "change": -0.020000000000000018, + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" + }, + { + "id": "BASE_RATE", + "label": "한국 기준금리", + "value": 3.0, + "unit": "%", + "signal": "flat", + "change": 0.0, + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE" + }, + { + "id": "CPI", + "label": "소비자물가 YoY", + "value": 120.43, + "unit": "%", + "signal": "rising", + "change": 0.38000000000000966, + "sourceRef": "macro/ecos/observations.parquet#CPI" + }, + { + "id": "DCOILWTICO", + "label": "WTI", + "value": 101.91, + "unit": "$", + "signal": "rising", + "change": 1.0499999999999972, + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" + }, + { + "id": "EXPORT", + "label": "수출 YoY", + "value": 104800.5, + "unit": "%", + "signal": "rising", + "change": 4350.5, + "sourceRef": "macro/ecos/observations.parquet#EXPORT" + }, + { + "id": "USDKRW", + "label": "원/달러", + "value": 1331.4, + "unit": "원", + "signal": "falling", + "change": -13.199999999999818, + "sourceRef": "macro/ecos/observations.parquet#USDKRW" + } + ], + "claims": [], + "evidence": [ + { + "id": "macro.driver.BAMLH0A0HYM2", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", + "status": "observed", + "observedAt": "2026-10-15", + "detail": "미국 HY 스프레드 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.BASE_RATE", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", + "status": "observed", + "observedAt": "2026-10-08", + "detail": "한국 기준금리 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.CPI", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#CPI", + "status": "observed", + "observedAt": "2026-09-01", + "detail": "소비자물가 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.DCOILWTICO", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", + "status": "observed", + "observedAt": "2026-10-14", + "detail": "WTI 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.EXPORT", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#EXPORT", + "status": "observed", + "observedAt": "2026-08-01", + "detail": "수출 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.USDKRW", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#USDKRW", + "status": "observed", + "observedAt": "2026-10-16", + "detail": "원/달러 최신 관측과 직전 변화" + } + ], + "assumptions": [ + { + "id": "edgeSign", + "value": "registryPrior", + "reason": "경로 부호와 시차는 기업별 회귀계수가 아니라 registry prior입니다." + } + ], + "gaps": [ + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/0035S0" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/0035S0/product" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff" + } + ], + "scenarios": [ + { + "id": "fx-export-revenue", + "driverId": "USDKRW", + "condition": "USDKRW 방향이 반전될 때 매출 성장률 / 환산손익 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + }, + { + "id": "export-demand-revenue", + "driverId": "EXPORT", + "condition": "EXPORT 방향이 반전될 때 매출 성장률 / 가동률 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "rate-debt-interest", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 이자비용 / 차입 재조달 경로 재평가", + "lagMonths": [ + 3, + 12 + ] + }, + { + "id": "rate-bank-margin", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 순이자마진 / 조달비용 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "hy-risk-premium", + "driverId": "BAMLH0A0HYM2", + "condition": "BAMLH0A0HYM2 방향이 반전될 때 신용스프레드 / 위험프리미엄 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + } + ], + "falsifiers": [ + { + "id": "fx-export-revenue.0", + "condition": "달러 원가 비중이 해외 매출 효과를 상쇄" + }, + { + "id": "fx-export-revenue.1", + "condition": "헤지 정책으로 환산 민감도 약화" + }, + { + "id": "export-demand-revenue.0", + "condition": "내수 매출 중심" + }, + { + "id": "export-demand-revenue.1", + "condition": "재고 과잉으로 출하 증가가 매출로 이어지지 않음" + }, + { + "id": "rate-debt-interest.0", + "condition": "순현금 기업" + }, + { + "id": "rate-debt-interest.1", + "condition": "고정금리 장기차입 중심" + }, + { + "id": "rate-debt-interest.2", + "condition": "이자수익이 비용을 상쇄" + }, + { + "id": "rate-bank-margin.0", + "condition": "조달비용이 대출금리보다 빠르게 상승" + }, + { + "id": "rate-bank-margin.1", + "condition": "대손비용 증가가 NIM 개선을 상쇄" + }, + { + "id": "hy-risk-premium.0", + "condition": "무차입 또는 충분한 현금" + }, + { + "id": "hy-risk-premium.1", + "condition": "방어적 현금흐름" + }, + { + "id": "hy-risk-premium.2", + "condition": "정부/모회사 지원 가능성" + } + ], + "payload": { + "blockRefs": [ + "drivers", + "edges", + "regimeEvidence" + ], + "companyBound": true, + "companyEdgeCount": 0, + "edgeCount": 7 + } + } + }, + "statusCounts": { + "blocked": 2, + "partial": 2 + }, + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend", + "engine": "analysis" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend", + "engine": "analysis" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality", + "engine": "analysis" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "engine": "analysis" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ValueError: 'BS' topic 의 데이터를 가져올 수 없습니다. topic 이름을 확인하거나 c.panel('BS') 로 직접 호출해보세요." + }, + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason", + "engine": "industry" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position", + "engine": "industry" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics", + "engine": "industry" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle", + "engine": "industry" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool", + "engine": "industry" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships", + "engine": "industry" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration", + "engine": "industry" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy", + "engine": "industry" + }, + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/0035S0", + "engine": "macro" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/0035S0/product", + "engine": "macro" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest", + "engine": "macro" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin", + "engine": "macro" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium", + "engine": "macro" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost", + "engine": "macro" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff", + "engine": "macro" + } + ], + "noComposite": true, "tensions": { "schemaVersion": 1, "items": [], @@ -17,58 +949,29 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "growthCreditTradeoff", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "industryExecutionCounterforce", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "macroCompanyCounterforce", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" } ], "noComposite": true - }, - "statusCounts": {}, - "gaps": [ - { - "engine": "analysis", - "status": "blocked", - "reason": "ValueError: '0035S0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0035S" - }, - { - "engine": "credit", - "status": "blocked", - "reason": "ValueError: '0035S0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0035S" - }, - { - "engine": "industry", - "status": "blocked", - "reason": "ValueError: '0035S0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0035S" - }, - { - "engine": "quant", - "status": "blocked", - "reason": "ValueError: '0035S0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0035S" - }, - { - "engine": "macro", - "status": "blocked", - "reason": "ValueError: '0035S0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0035S" - } - ], - "noComposite": true + } } diff --git a/landing/lenses/003610.json b/landing/lenses/003610.json index 68370ab31959a9460598eac662621aebc39c051b..9f19108db02cb720da3e47ec47bacc5cd08f42e5 100644 --- a/landing/lenses/003610.json +++ b/landing/lenses/003610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1566,8 +1566,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003620.json b/landing/lenses/003620.json index b30e04ec06dd87f84bc4f3cd976f256c3a1ac74f..d232179b296880e9ad8bab13cbf7f6ef35341a16 100644 --- a/landing/lenses/003620.json +++ b/landing/lenses/003620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003650.json b/landing/lenses/003650.json index dd72d785a5754d7c8056dbb9baf4a93a5b05e296..99e3dab4113dad1350f5d165a1025def3a1928e8 100644 --- a/landing/lenses/003650.json +++ b/landing/lenses/003650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003670.json b/landing/lenses/003670.json index 30aaa0ad812b6668817816b694232e0ec2f703d3..a6b06fa13461551a5e8f85d9ecd9a232c20e4c5e 100644 --- a/landing/lenses/003670.json +++ b/landing/lenses/003670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 33.50, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.75, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 33.5, + "score": 35.75, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 34.0, + "score": 36.25, "assumptions": { "scenarioStress": "moderate" } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003680.json b/landing/lenses/003680.json index 34ce92a154e1cab30f02cb7748460aeaa44bda0d..713402b0632c2746157ac765a29809a3d15d6892 100644 --- a/landing/lenses/003680.json +++ b/landing/lenses/003680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 13.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 14.70%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,10 +1242,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003690.json b/landing/lenses/003690.json index 4f435fb9be66d5281334c3e411456605c82651e4..218c9ad9d7f95685a95fd58a73d9c306d6139d34 100644 --- a/landing/lenses/003690.json +++ b/landing/lenses/003690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -717,19 +717,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -750,8 +750,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -796,17 +796,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -875,7 +875,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -884,7 +884,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1162,12 +1162,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5d70bdda3b60", + "target": "003690", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003720.json b/landing/lenses/003720.json index b146e86863dd7bd53bb0415e301debc32cd4b361..b3e8e734055e4927f78b438faecfa435d10e2950 100644 --- a/landing/lenses/003720.json +++ b/landing/lenses/003720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 25.30, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 20.76, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -658,16 +658,6 @@ "contribution": 1.88, "sourceRef": "axes.현금흐름" }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 38.05, - "unit": "riskScore", - "direction": "negative", - "weight": 20, - "contribution": 7.61, - "sourceRef": "axes.자본구조" - }, { "id": "axis.유동성", "label": "유동성", @@ -677,6 +667,16 @@ "weight": 15, "contribution": 4.91, "sourceRef": "axes.유동성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 32.73, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 4.91, + "sourceRef": "axes.자본구조" } ], "claims": [ @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 소재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "adverse", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,14 +763,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/003720/axes/채무상환능력", "status": "derived", - "detail": "위험점수 26.83, 가중치 25%" + "detail": "위험점수 16.12, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/003720/axes/자본구조", "status": "derived", - "detail": "위험점수 38.05, 가중치 20%" + "detail": "위험점수 32.73, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 25.3, + "grade": "dCR-BBB+", + "score": 20.76, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 26.87, + "score": 22.37, "assumptions": { "scenarioStress": "moderate" } @@ -836,8 +836,13 @@ }, { "id": "weakAxisDeterioration", - "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.자본구조" + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -850,49 +855,49 @@ "gradeHistory": [ { "period": "2026", - "score": 18.79, - "grade": "A-", - "pdEstimate": 0.08 + "score": 22.69, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2025", - "score": 28.18, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 21.3, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2024", - "score": 23.3, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 18.35, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2023", - "score": 28.34, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 20.16, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2022", - "score": 47.66, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 48.56, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2021", - "score": 37.54, - "grade": "BB", - "pdEstimate": 1.5 + "score": 29.71, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2020", - "score": 40.12, + "score": 37.84, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2019", - "score": 62.87, + "score": 63.4, "grade": "B-", "pdEstimate": 10.0 } @@ -905,10 +910,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.25, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ - "자본구조 축이 38점으로 등급 하방 압력", + "유동성 축이 33점으로 등급 하방 압력", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1601,7 +1606,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1623,7 +1628,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1641,8 +1646,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003780.json b/landing/lenses/003780.json index f9f7ba8df6a827461720ed6d84ed9243ddab70f4..a22974d6b6315dedd6e942d1e44fe03ae863a73d 100644 --- a/landing/lenses/003780.json +++ b/landing/lenses/003780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0037T0.json b/landing/lenses/0037T0.json index 4b6cb748f91ddcfbf7837696155eefedb35b862b..5cb89eae238627e3144c28043f76b1fc1584c32e 100644 --- a/landing/lenses/0037T0.json +++ b/landing/lenses/0037T0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003800.json b/landing/lenses/003800.json index de516887be57df4802e10fbef7ea6b80b1e11ead..bc8041a61524188bb602d1e2adc9490ab1f162c0 100644 --- a/landing/lenses/003800.json +++ b/landing/lenses/003800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,15 +1061,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1463,88 +1463,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a6d9d0ca29d5", - "target": "003800", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.729 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003830.json b/landing/lenses/003830.json index 3d41f6a4148458c11503d3bf5b819feaa3fbd66b..cb1c788dcd2aa5cf3ff5179996d2270d416575a1 100644 --- a/landing/lenses/003830.json +++ b/landing/lenses/003830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -996,8 +996,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1014,10 +1014,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1036,7 +1036,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1104,10 +1104,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1123,10 +1123,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,10 +1150,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1168,10 +1168,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003850.json b/landing/lenses/003850.json index 51d97d705e3bfd0a2fa2569294e67a8d0655afe7..2c4bc4c333b4ed4570f934d961800af4d60b785b 100644 --- a/landing/lenses/003850.json +++ b/landing/lenses/003850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003920.json b/landing/lenses/003920.json index 03c357b69b05b25d3772f0467e09c918074233b2..0f670a84a1492aa278fa32fa0014bb8a41d59400 100644 --- a/landing/lenses/003920.json +++ b/landing/lenses/003920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/003960.json b/landing/lenses/003960.json index 0ef48a19b0646f8f6d91f02b1f3dd5d2ee1bf009..3e471e951973320121ee5d23a8bf9b6838b787b1 100644 --- a/landing/lenses/003960.json +++ b/landing/lenses/003960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0039P0.json b/landing/lenses/0039P0.json index 81a39f56de68169decfa6a0e176c4f1eda335375..d90cc0986f614caae52559f2c80ecabd17125b16 100644 --- a/landing/lenses/0039P0.json +++ b/landing/lenses/0039P0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/004000.json b/landing/lenses/004000.json index 8ebe9a8073fc011caeebe59e0f1ad6f523b09040..3f7978fa5cd9cd38c97ac535b07cd7a7683de23c 100644 --- a/landing/lenses/004000.json +++ b/landing/lenses/004000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004020.json b/landing/lenses/004020.json index 5e7ce43fd50f2925ceb0b240222e5aa14209e1bf..42331bca1eb2997293ae8da2630f827dbe943479 100644 --- a/landing/lenses/004020.json +++ b/landing/lenses/004020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004060.json b/landing/lenses/004060.json index fceeb587d79b97ca8a7831ef7c5d1d3b1bdd9617..ce31afabfa0a034c842a9cfd77220f5f58d48f1a 100644 --- a/landing/lenses/004060.json +++ b/landing/lenses/004060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004080.json b/landing/lenses/004080.json index fad32cce45d21961543745521407af1b236d74db..e36c9dd53cba6d9da21c54e48d869c05e6d04fdd 100644 --- a/landing/lenses/004080.json +++ b/landing/lenses/004080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004090.json b/landing/lenses/004090.json index f53080372b613cbb4da6cfc671fa459ab66c80f6..885429874291e9256d3e5e2f56fabd0c96083d56 100644 --- a/landing/lenses/004090.json +++ b/landing/lenses/004090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004100.json b/landing/lenses/004100.json index 240cd141dd88cc24272b08d6024f5fca8914fe66..5129b080dd1fa74c41ba3cfaa175b2e75cc4e808 100644 --- a/landing/lenses/004100.json +++ b/landing/lenses/004100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004140.json b/landing/lenses/004140.json index 0760856837dd10544de3bd83d696bb9d24490418..d89f58f2af1b987509766c20356dcf6126fe4563 100644 --- a/landing/lenses/004140.json +++ b/landing/lenses/004140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 16.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 17.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004150.json b/landing/lenses/004150.json index 299a2a0e44b1b0e7911ee85d33bf8a76b00df0fb..1c37f803f865d740cdef184dfaf1bdc746f02176 100644 --- a/landing/lenses/004150.json +++ b/landing/lenses/004150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004170.json b/landing/lenses/004170.json index ca09a1b954da84245cb744c0f6db3fb9671c176d..109917a092d49fe42f3b32e49faf319137909009 100644 --- a/landing/lenses/004170.json +++ b/landing/lenses/004170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -617,18 +617,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 36.30, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 37.16, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,15 +812,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 36.3, + "grade": "dCR-BB", + "score": 37.16, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 38.01, + "score": 38.61, "assumptions": { "scenarioStress": "moderate" } @@ -836,11 +836,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -908,7 +903,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", @@ -926,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1136,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0041B0.json b/landing/lenses/0041B0.json index aa9fe4db1f5400c8b8a211797c3a7cb95ca2a55b..9a0a230dae53c70b0246f7783e6b6e581a4f3d51 100644 --- a/landing/lenses/0041B0.json +++ b/landing/lenses/0041B0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0041J0.json b/landing/lenses/0041J0.json index 12446d65b89006b263145db5da953e588466ec2b..fb020f2d9c5f47609885a8596dab228c298088e0 100644 --- a/landing/lenses/0041J0.json +++ b/landing/lenses/0041J0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0041L0.json b/landing/lenses/0041L0.json index 3afa633fda8c3cea5342bb773462ec7f6533bb39..730151406ca5a3e723f15e19f9fc5292808259b7 100644 --- a/landing/lenses/0041L0.json +++ b/landing/lenses/0041L0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004250.json b/landing/lenses/004250.json index a7b6eb4d919858c3355020f3acf95e309ab90771..c2c79a2e352039f78dbf306dcf2e4fb2545ad7e8 100644 --- a/landing/lenses/004250.json +++ b/landing/lenses/004250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004270.json b/landing/lenses/004270.json index 0f3ca2408d77ee61b1de97b462701a8c17228011..4face58ac43feac84b5e3d8f4d83300083852648 100644 --- a/landing/lenses/004270.json +++ b/landing/lenses/004270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,15 +1060,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1462,88 +1462,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:85cde6641bff", - "target": "004270", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.535 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004360.json b/landing/lenses/004360.json index 3ffdfc25c2cf96fbacbe4ccfa6183fdf08f37730..836a293e82c32b4e630772735743d183a8c97c04 100644 --- a/landing/lenses/004360.json +++ b/landing/lenses/004360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -732,12 +732,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 산업재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,10 +1149,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004370.json b/landing/lenses/004370.json index 841bdad9622dc6c536be138140ba51bdc4c12415..318a8cfc2f5e1f40fb17f50706eb1d62142c6339 100644 --- a/landing/lenses/004370.json +++ b/landing/lenses/004370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1555,88 +1555,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:24b62eed779d", - "target": "004370", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.429 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004380.json b/landing/lenses/004380.json index 26266f53adc7432676a4790c9b35d7fd2fa49c01..9e8616205fa091df8f6baa513a2a5805ccbfec70 100644 --- a/landing/lenses/004380.json +++ b/landing/lenses/004380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004410.json b/landing/lenses/004410.json index 069b40f88d2ef5efd16b73c3f0e6b88124071759..f7acc875055d86ed652e16c12afddfc6afc58edc 100644 --- a/landing/lenses/004410.json +++ b/landing/lenses/004410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1070,7 +1070,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004430.json b/landing/lenses/004430.json index c2bf82dd615acc4360b0ea43df5f038f4f143d4e..100794f524d2460276db71d4ed6c86db6599fe90 100644 --- a/landing/lenses/004430.json +++ b/landing/lenses/004430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004440.json b/landing/lenses/004440.json index 13672816e87b7ec94f6aec20372413271fccc9b6..e763d60434abaab9e0a902f033eeceaf4789745a 100644 --- a/landing/lenses/004440.json +++ b/landing/lenses/004440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -993,8 +993,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1045,10 +1045,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1058,7 +1058,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004450.json b/landing/lenses/004450.json index f6a8d4fa5d0fe139f0bd19d3c081ecaf0565b123..abe95d8becb7cf805aea394535c6bb6fac59cca5 100644 --- a/landing/lenses/004450.json +++ b/landing/lenses/004450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,10 +1133,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004490.json b/landing/lenses/004490.json index c5efa9e77df4e4246d977612a586a0c8f83925a8..41da0d5f09f8b24296695af4a39387110dc5be5c 100644 --- a/landing/lenses/004490.json +++ b/landing/lenses/004490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0044K0.json b/landing/lenses/0044K0.json index 6a3e63d9ca28e79513596c12643bf2f9a134b962..10a6445afac15ce56fba4c273ca340981f422b25 100644 --- a/landing/lenses/0044K0.json +++ b/landing/lenses/0044K0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004540.json b/landing/lenses/004540.json index 379ad1ff83df5c6d8e9b5172d44ec1b6f85ef57c..eca2a238caf9d484bf79f5f74c0dbef4d38bdf6c 100644 --- a/landing/lenses/004540.json +++ b/landing/lenses/004540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 24.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 25.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004560.json b/landing/lenses/004560.json index 56b23d57419faac18c4b574c2ce061d4f626a068..b4b78f4ea42d026f4a3b5c2465defb0315fede45 100644 --- a/landing/lenses/004560.json +++ b/landing/lenses/004560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004590.json b/landing/lenses/004590.json index b6bf755bb5325efc693f3a4310d68bfd658e3ede..f8bbda510b2492d82723eabc9c9edd0cc81a4346 100644 --- a/landing/lenses/004590.json +++ b/landing/lenses/004590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004650.json b/landing/lenses/004650.json index e9c2ebb25d517fdf217e3a21952635d0af3b4760..66efe254372c92231a8cff006804977e90c42ea0 100644 --- a/landing/lenses/004650.json +++ b/landing/lenses/004650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004690.json b/landing/lenses/004690.json index b4fc3e0523869fc3631cb8bd4c411e17f1fd5abb..921191d58ed4d1f66437c7db5ae88971443991ec 100644 --- a/landing/lenses/004690.json +++ b/landing/lenses/004690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1511,12 +1511,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:064a0776357b", + "target": "004690", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.501 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004700.json b/landing/lenses/004700.json index eead2047d814d089c4e6741d404b6d461e45f2d2..356a48e0720c7cbf89871f49fd121e8efcd32584 100644 --- a/landing/lenses/004700.json +++ b/landing/lenses/004700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1246,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004710.json b/landing/lenses/004710.json index e907befdbe7363360b0fee5eeac6cb87fe1a96de..a472addbe1fc422fb4adb3de2bcbde1269a7718b 100644 --- a/landing/lenses/004710.json +++ b/landing/lenses/004710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004720.json b/landing/lenses/004720.json index a08da753be0179491f8b4dc098fd6d08e8c91d6b..f873966ed290ade5a2d0a30d3de310c4bb883329 100644 --- a/landing/lenses/004720.json +++ b/landing/lenses/004720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004770.json b/landing/lenses/004770.json index a51228b47431fcb4a8f39cc777a580c9ad242f54..c7ae6a3e2f7827aba2171243494c38df6990440f 100644 --- a/landing/lenses/004770.json +++ b/landing/lenses/004770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004780.json b/landing/lenses/004780.json index d44f1ee71c4127877753c314e4e7f0465c36ea85..b0ae1ad93f5a79aee5e3b562a3110cf34ad3cea8 100644 --- a/landing/lenses/004780.json +++ b/landing/lenses/004780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,10 +1229,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004800.json b/landing/lenses/004800.json index 70919cc6c99afc127a64c097ce82d190255b956a..ec8ee8ebf24d854c1bebd42cbbb15c77d79eeb89 100644 --- a/landing/lenses/004800.json +++ b/landing/lenses/004800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 14.91, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 17.47, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 14.91, + "grade": "dCR-A-", + "score": 17.47, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 16.51, + "grade": "dCR-BBB+", + "score": 19.17, "assumptions": { "scenarioStress": "moderate" } @@ -843,7 +843,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -912,9 +912,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1224,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1255,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1599,88 +1600,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a3dca42a9cfb", - "target": "004800", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.487 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004830.json b/landing/lenses/004830.json index 39cc2e3544de13a26dcd7197b1283ecf44e3162f..5a1ae519b2c954bd45a7c85b641c3f46c3238a3f 100644 --- a/landing/lenses/004830.json +++ b/landing/lenses/004830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 5.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 6.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004840.json b/landing/lenses/004840.json index f02875153edc919a13c131932a2fa0de797a5af2..6eb94d0fbd163998618a71e4afd8a83be3fb1a38 100644 --- a/landing/lenses/004840.json +++ b/landing/lenses/004840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004870.json b/landing/lenses/004870.json index ee272723b94eb25e26ebd4e1e02cf63a28074e19..4e20eec71ed5bc683fe3bf5cbbab33014327a90a 100644 --- a/landing/lenses/004870.json +++ b/landing/lenses/004870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.31%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004890.json b/landing/lenses/004890.json index 242780c16fe41484ccccffa4cb8349c49b4a7f8b..79746fbf6b79f244dacbd8191f1e915bde1e1055 100644 --- a/landing/lenses/004890.json +++ b/landing/lenses/004890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1465,8 +1465,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004910.json b/landing/lenses/004910.json index f17d669750476b17a98b7949f89dd94ce9ecc896..8c09290e597bbaa6ebad8d8be4b9430dbb9d2a01 100644 --- a/landing/lenses/004910.json +++ b/landing/lenses/004910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 45.82, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 44.97, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -651,21 +651,21 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 19.41, + "value": 22.62, "unit": "riskScore", "direction": "positive", - "weight": 20, - "contribution": 3.88, + "weight": 15, + "contribution": 3.39, "sourceRef": "axes.자본구조" }, { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 77.18, + "value": 45.86, "unit": "riskScore", "direction": "negative", - "weight": 25, - "contribution": 19.3, + "weight": 30, + "contribution": 13.76, "sourceRef": "axes.채무상환능력" }, { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 소재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,14 +763,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/004910/axes/채무상환능력", "status": "derived", - "detail": "위험점수 77.18, 가중치 25%" + "detail": "위험점수 45.86, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/004910/axes/자본구조", "status": "derived", - "detail": "위험점수 19.41, 가중치 20%" + "detail": "위험점수 22.62, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 45.82, + "score": 44.97, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 46.43, + "score": 45.57, "assumptions": { "scenarioStress": "moderate" } @@ -850,49 +850,49 @@ "gradeHistory": [ { "period": "2026", - "score": 32.47, + "score": 36.11, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2025", - "score": 59.74, - "grade": "B", - "pdEstimate": 7.0 + "score": 52.58, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2024", - "score": 54.95, + "score": 54.68, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2023", - "score": 51.72, + "score": 50.73, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2022", - "score": 63.88, + "score": 64.03, "grade": "B-", "pdEstimate": 10.0 }, { "period": "2021", - "score": 60.87, - "grade": "B", - "pdEstimate": 7.0 + "score": 51.37, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2020", - "score": 51.42, - "grade": "B+", - "pdEstimate": 4.0 + "score": 43.73, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2019", - "score": 56.12, + "score": 55.38, "grade": "B", "pdEstimate": 7.0 } @@ -913,8 +913,9 @@ ] }, "divergenceExplanation": [ - "채무상환능력 축이 77점으로 등급 하방 압력", + "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 10.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1089,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1255,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004920.json b/landing/lenses/004920.json index aeabcccd706a7b27f1bf71dea1f261705ea64f02..a883d134dabcdda9a79b5c0b0b402411857e8c09 100644 --- a/landing/lenses/004920.json +++ b/landing/lenses/004920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004940.json b/landing/lenses/004940.json index 179c444e48fea0a2d736cd612bc6ad6c2d1a0cc2..07e1a83b852de79bfadce44f8ab323fa60a7e5b5 100644 --- a/landing/lenses/004940.json +++ b/landing/lenses/004940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004960.json b/landing/lenses/004960.json index 309d45328eeff64aa19850670730ae1c7f8c1f48..79ba95a6d4112f95de5f5c0d2f3387a972cf8623 100644 --- a/landing/lenses/004960.json +++ b/landing/lenses/004960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/004970.json b/landing/lenses/004970.json index d41120141d881ed128210a70d74f769b1b4c78c0..180f927a25c3922a9e93765d2f5404a928d1c40f 100644 --- a/landing/lenses/004970.json +++ b/landing/lenses/004970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004980.json b/landing/lenses/004980.json index 62b3118006b1f235c2989f0862b6119b74186830..cfa70990657edcfa90f5b3c6095acd4870c6752b 100644 --- a/landing/lenses/004980.json +++ b/landing/lenses/004980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004990.json b/landing/lenses/004990.json index c0c0b01de44c7879df272d1a553603b222263c24..5c325d8635469f6badc9f00cd1d5a4339f7510fc 100644 --- a/landing/lenses/004990.json +++ b/landing/lenses/004990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005010.json b/landing/lenses/005010.json index 9012bd7ace1f8524bd85250db3df96381788648f..6278dcffe8022b4e0cd7097d669fc020c5d4d82f 100644 --- a/landing/lenses/005010.json +++ b/landing/lenses/005010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005030.json b/landing/lenses/005030.json index 95f4bef66be5de4671174d75445a8eaf5521d858..5eadda4260600b5f42564d968dae7ecda96b049d 100644 --- a/landing/lenses/005030.json +++ b/landing/lenses/005030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-08", "period": null, "status": "derived", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-08", "period": null, "status": "observed", @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,10 +1232,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1250,10 +1250,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005070.json b/landing/lenses/005070.json index f4895ba66d8859db16f16ca9a1356870eb4802f5..aa847fa36ede7c80b78a97a62f931d228305be00 100644 --- a/landing/lenses/005070.json +++ b/landing/lenses/005070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005090.json b/landing/lenses/005090.json index 1df772bade26e8569308b53d1e9005a6ea965e7c..a24dbd4aa4f401e9944fed47de4afb117b67cbd0 100644 --- a/landing/lenses/005090.json +++ b/landing/lenses/005090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005110.json b/landing/lenses/005110.json index 1922dbd2a3500143c7dca1173c82352231e4cd2d..597e1e5de9fdc686e6c6dbe0ba36a9b76d70e062 100644 --- a/landing/lenses/005110.json +++ b/landing/lenses/005110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-14", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-14", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-14", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-14", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005160.json b/landing/lenses/005160.json index e8fa613cfd11b3f8ba81da3a15eb753d2111e22e..9c6952c4e6572be635a772f3cc7c132b77f06a43 100644 --- a/landing/lenses/005160.json +++ b/landing/lenses/005160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005180.json b/landing/lenses/005180.json index e72396f8a3027d3500202370e69357327ae78cc6..f2c248fd10cfbd188e110374bd4d4801b2d08b71 100644 --- a/landing/lenses/005180.json +++ b/landing/lenses/005180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005250.json b/landing/lenses/005250.json index a312cc89e5dd279c212729b0ef2e181dfcc9aed3..82f4261cff630208a6fc60383bb91b62aa9454a9 100644 --- a/landing/lenses/005250.json +++ b/landing/lenses/005250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 10.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.47%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005270.json b/landing/lenses/005270.json index 9edaee2b4071c74cb62264366bae812de0ea55ff..861983df9fee17915a845d26b8c656de28f9af4b 100644 --- a/landing/lenses/005270.json +++ b/landing/lenses/005270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005280.json b/landing/lenses/005280.json index ebaf7f2dc62cd38b8d99a8289a85635248de6d60..f26dc5b2bb34625b4327fa5034d7f12d1655a608 100644 --- a/landing/lenses/005280.json +++ b/landing/lenses/005280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005290.json b/landing/lenses/005290.json index 048004d8189fed0511be15efd3275786c90e8f67..958c643c34fb5d660bb31a2e36e236140279c63f 100644 --- a/landing/lenses/005290.json +++ b/landing/lenses/005290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005300.json b/landing/lenses/005300.json index 6743e0e5fabf5776e707d4d4c0f28391932beecf..fcea37d0ed9fa45c682b35ead10544a3bf918ca1 100644 --- a/landing/lenses/005300.json +++ b/landing/lenses/005300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005320.json b/landing/lenses/005320.json index 76049ea0a3fce435cc9fd411b3978d792b444bd2..0662d211dac8d7953ec31e13e54e89012aff3a87 100644 --- a/landing/lenses/005320.json +++ b/landing/lenses/005320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005360.json b/landing/lenses/005360.json index 86914665cf01e556f931c5464327dab242eacd3d..e2c1244802ff212a3750e275bd9cd133078de2a8 100644 --- a/landing/lenses/005360.json +++ b/landing/lenses/005360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 88점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 27.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 29.30%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005380.json b/landing/lenses/005380.json index 63d8799781a42583eaccaae49c5664d142287338..75b05c96a7964e0aa151a0471840eb97ce89e921 100644 --- a/landing/lenses/005380.json +++ b/landing/lenses/005380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "reasons": [ "대형기업 (매출 186조)", "캡티브금융 별도 D/EBITDA 0.7x (양호)", - "시가총액 97조 (시장 지위)" + "시가총액 94조 (시장 지위)" ], "monotonicGate": "A+" }, @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005390.json b/landing/lenses/005390.json index 0c435661337b59ddbb68639320c159627f5221dd..68e091592722df8170703dfb11e2015ab1d5edaf 100644 --- a/landing/lenses/005390.json +++ b/landing/lenses/005390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2026", @@ -36,10 +36,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -229,14 +229,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -351,10 +351,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -439,10 +439,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -458,10 +458,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -485,10 +485,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -503,10 +503,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -517,7 +517,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -541,7 +541,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -557,7 +557,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005420.json b/landing/lenses/005420.json index 39edc591cf676feffdd4531d410573641c14811f..b6d79378ec5251c620cf7915167aa777fadd5bea 100644 --- a/landing/lenses/005420.json +++ b/landing/lenses/005420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1595,88 +1595,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7113022ffd73", - "target": "005420", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.756 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005430.json b/landing/lenses/005430.json index c7f258739df936c439c2117d01413f2283980e54..c7332df09480a0844aa2a107e7486c1a89bf22b7 100644 --- a/landing/lenses/005430.json +++ b/landing/lenses/005430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,12 +719,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005440.json b/landing/lenses/005440.json index 467e8b4f05cdca81826eb33795004a5641dea4bf..fcd236e51e21e37b616048b6a710f17f75114e1d 100644 --- a/landing/lenses/005440.json +++ b/landing/lenses/005440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005450.json b/landing/lenses/005450.json index 1f0c155071f35f480cc90f607e9d2f6d6220c2e7..d0ef9ba57db6fb5576aed03bd27f648a8200f11a 100644 --- a/landing/lenses/005450.json +++ b/landing/lenses/005450.json @@ -20,68 +20,359 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { - "latestPeriod": null, - "retrievedAt": "2026-10-11" + "latestPeriod": "2024", + "earliestPeriod": "2016", + "periods": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021", + "2022", + "2023", + "2024" + ], + "blockPeriods": { + "representative": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021", + "2022", + "2023", + "2024" + ] + }, + "blockLatestPeriods": { + "representative": "2024" + }, + "mixedPeriods": false, + "retrievedAt": "2026-10-18" }, - "period": null, - "knowledgeBoundary": "2026-10-11" + "period": "2024", + "knowledgeBoundary": "2026-10-18" }, - "status": "blocked", + "status": "partial", "conclusion": { - "label": "판단 보류", - "summary": "대표 판단을 만들 직접 재무 근거가 없어 결론을 차단했습니다." + "label": "재무 취약 신호", + "summary": "5개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 확인할 위험은 영업이익률, 매출 CAGR입니다. 필수 분석 영역은 3/4개가 관측됐습니다." }, "confidence": { - "level": "blocked", - "score": 0.0, + "level": "medium", + "score": 75.0, "method": "requiredDomainCoverage" }, - "drivers": [], - "claims": [], - "evidence": [], - "assumptions": [], - "gaps": [ + "drivers": [ + { + "id": "operatingMargin", + "label": "영업이익률", + "value": -136.56, + "unit": "%", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "earnings.marginTrend", + "period": "2024" + }, + { + "id": "revenueCagr", + "label": "매출 CAGR", + "value": -15.48, + "unit": "%", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "earnings.growthTrend" + }, + { + "id": "cashConversion", + "label": "OCF/순이익", + "value": 53.05, + "unit": "%", + "direction": "neutral", + "scoreContribution": 0, + "sourceRef": "cash.cashQuality", + "period": "2024" + }, + { + "id": "debtRatio", + "label": "부채비율", + "value": 1908.42, + "unit": "%", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "resilience.leverageTrend", + "period": "2024" + }, + { + "id": "interestCoverage", + "label": "이자보상배율", + "value": -2.98, + "unit": "배", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "resilience.coverageTrend", + "period": "2024" + } + ], + "claims": [ + { + "id": "analysis.cashConversion", + "label": "OCF/순이익", + "comparisonKey": "cashConversion", + "basis": "companyFundamentals", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": "2024", + "earliestPeriod": "2016", + "periods": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021", + "2022", + "2023", + "2024" + ], + "blockPeriods": { + "representative": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021", + "2022", + "2023", + "2024" + ] + }, + "blockLatestPeriods": { + "representative": "2024" + }, + "mixedPeriods": false, + "retrievedAt": "2026-10-18" + }, + "period": "2024", + "status": "derived", + "sourceRef": "dartlab://analysis/005450/representative.blocks.cash.cashQuality", + "evidenceRefs": [ + "analysis.cash.cashQuality" + ], + "falsifierRefs": [ + "cashConversionBreak" + ], + "value": 53.05, + "unit": "%" + }, + { + "id": "analysis.operatingMargin", + "label": "영업이익률", + "comparisonKey": "profitability", + "basis": "companyFundamentals", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": "2024", + "earliestPeriod": "2016", + "periods": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021", + "2022", + "2023", + "2024" + ], + "blockPeriods": { + "representative": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021", + "2022", + "2023", + "2024" + ] + }, + "blockLatestPeriods": { + "representative": "2024" + }, + "mixedPeriods": false, + "retrievedAt": "2026-10-18" + }, + "period": "2024", + "status": "derived", + "sourceRef": "dartlab://analysis/005450/representative.blocks.earnings.marginTrend", + "evidenceRefs": [ + "analysis.earnings.marginTrend" + ], + "falsifierRefs": [ + "marginBreak" + ], + "value": -136.56, + "unit": "%" + }, + { + "id": "analysis.revenueCagr", + "label": "매출 CAGR", + "comparisonKey": "growth", + "basis": "companyFundamentals", + "direction": "adverse", + "horizon": "multiYear", + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": "2024", + "earliestPeriod": "2016", + "periods": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021", + "2022", + "2023", + "2024" + ], + "blockPeriods": { + "representative": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021", + "2022", + "2023", + "2024" + ] + }, + "blockLatestPeriods": { + "representative": "2024" + }, + "mixedPeriods": false, + "retrievedAt": "2026-10-18" + }, + "period": "2024", + "status": "derived", + "sourceRef": "dartlab://analysis/005450/representative.blocks.earnings.growthTrend", + "evidenceRefs": [ + "analysis.earnings.growthTrend" + ], + "falsifierRefs": [ + "growthBreak" + ], + "value": -15.48, + "unit": "%" + } + ], + "evidence": [ { "id": "analysis.earnings.marginTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.earnings.marginTrend" + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/005450/representative.blocks.earnings.marginTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" }, { "id": "analysis.earnings.growthTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.earnings.growthTrend" + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/005450/representative.blocks.earnings.growthTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" }, { "id": "analysis.cash.cashQuality", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.cash.cashQuality" + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/005450/representative.blocks.cash.cashQuality", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" }, { "id": "analysis.resilience.leverageTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.resilience.leverageTrend" + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/005450/representative.blocks.resilience.leverageTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" }, { "id": "analysis.resilience.coverageTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.resilience.coverageTrend" - }, + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/005450/representative.blocks.resilience.coverageTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" + } + ], + "assumptions": [], + "gaps": [ { "id": "analysis.quality.earningsQualityFlags", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", + "status": "partial", + "reason": "이익품질 하위 계산 근거 2/3개만 관측", "sourceRef": "representative.blocks.quality.earningsQualityFlags" } ], - "scenarios": [], - "falsifiers": [], + "scenarios": [ + { + "id": "marginCompression", + "label": "영업이익률이 현재보다 3%p 하락", + "currentValue": -136.56, + "unit": "%", + "driverRef": "operatingMargin", + "sourceRef": "representative.assessment.drivers.operatingMargin" + }, + { + "id": "growthReversal", + "label": "매출 CAGR이 0% 아래로 전환", + "currentValue": -15.48, + "unit": "%", + "driverRef": "revenueCagr", + "sourceRef": "representative.assessment.drivers.revenueCagr" + }, + { + "id": "coverageStress", + "label": "이자보상배율이 1배 아래로 하락", + "currentValue": -2.98, + "unit": "배", + "driverRef": "interestCoverage", + "sourceRef": "representative.assessment.drivers.interestCoverage" + } + ], + "falsifiers": [ + { + "id": "marginBreak", + "condition": "영업이익률이 현재 관측치보다 3%p 이상 하락하면 수익성 결론을 다시 평가합니다.", + "driverRef": "operatingMargin" + }, + { + "id": "growthBreak", + "condition": "매출 CAGR이 음수로 전환되면 성장 결론을 다시 평가합니다.", + "driverRef": "revenueCagr" + }, + { + "id": "cashConversionBreak", + "condition": "영업현금 전환 방향이 정상화되거나 추가 악화되면 현금 전환 결론을 다시 평가합니다.", + "driverRef": "cashConversion" + }, + { + "id": "coverageBreak", + "condition": "이자보상배율이 1배 미만이면 안정성 결론을 무효화합니다.", + "driverRef": "interestCoverage" + } + ], "payload": { "blockRefs": [ "scorecard", @@ -96,21 +387,21 @@ "resilience", "quality" ], - "observedRequiredDomains": 0, + "observedRequiredDomains": 3, "domainCoverage": { "earnings": { - "status": "missing", - "observed": 0, + "status": "observed", + "observed": 2, "expected": 2 }, "cash": { - "status": "missing", - "observed": 0, + "status": "observed", + "observed": 1, "expected": 1 }, "resilience": { - "status": "missing", - "observed": 0, + "status": "observed", + "observed": 2, "expected": 2 }, "quality": { @@ -119,69 +410,428 @@ "expected": 1 } }, - "observedComponents": 0, + "observedComponents": 5, "totalComponents": 6, "components": [ { "id": "earnings.marginTrend", "domain": "earnings", "required": true, - "status": "missing", + "status": "observed", "sourceRef": "representative.blocks.earnings.marginTrend", - "reason": "계산이 완료되지 않았습니다 (RuntimeError)." + "reason": "계산 근거를 확보했습니다." }, { "id": "earnings.growthTrend", "domain": "earnings", "required": true, - "status": "missing", + "status": "observed", "sourceRef": "representative.blocks.earnings.growthTrend", - "reason": "계산이 완료되지 않았습니다 (RuntimeError)." + "reason": "계산 근거를 확보했습니다." }, { "id": "cash.cashQuality", "domain": "cash", "required": true, - "status": "missing", + "status": "observed", "sourceRef": "representative.blocks.cash.cashQuality", - "reason": "계산이 완료되지 않았습니다 (RuntimeError)." + "reason": "계산 근거를 확보했습니다." }, { "id": "resilience.leverageTrend", "domain": "resilience", "required": true, - "status": "missing", + "status": "observed", "sourceRef": "representative.blocks.resilience.leverageTrend", - "reason": "계산이 완료되지 않았습니다 (RuntimeError)." + "reason": "계산 근거를 확보했습니다." }, { "id": "resilience.coverageTrend", "domain": "resilience", "required": true, - "status": "missing", + "status": "observed", "sourceRef": "representative.blocks.resilience.coverageTrend", - "reason": "계산이 완료되지 않았습니다 (RuntimeError)." + "reason": "계산 근거를 확보했습니다." }, { "id": "quality.earningsQualityFlags", "domain": "quality", "required": true, - "status": "missing", + "status": "partial", "sourceRef": "representative.blocks.quality.earningsQualityFlags", - "reason": "계산이 완료되지 않았습니다 (RuntimeError)." + "reason": "이익품질 하위 계산 근거 2/3개만 관측" } ] }, "assessment": { - "label": "판단 보류", - "summary": "0개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", - "score": null, - "drivers": [], + "label": "재무 취약 신호", + "summary": "5개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 확인할 위험은 영업이익률, 매출 CAGR입니다.", + "score": -4, + "drivers": [ + { + "id": "operatingMargin", + "label": "영업이익률", + "value": -136.56, + "unit": "%", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "earnings.marginTrend", + "period": "2024" + }, + { + "id": "revenueCagr", + "label": "매출 CAGR", + "value": -15.48, + "unit": "%", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "earnings.growthTrend" + }, + { + "id": "cashConversion", + "label": "OCF/순이익", + "value": 53.05, + "unit": "%", + "direction": "neutral", + "scoreContribution": 0, + "sourceRef": "cash.cashQuality", + "period": "2024" + }, + { + "id": "debtRatio", + "label": "부채비율", + "value": 1908.42, + "unit": "%", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "resilience.leverageTrend", + "period": "2024" + }, + { + "id": "interestCoverage", + "label": "이자보상배율", + "value": -2.98, + "unit": "배", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "resilience.coverageTrend", + "period": "2024" + } + ], "positiveDrivers": [], - "negativeDrivers": [] + "negativeDrivers": [ + "영업이익률", + "매출 CAGR", + "부채비율", + "이자보상배율" + ] } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "005450", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": "2024", + "retrievedAt": "2026-10-18" + }, + "period": "2024", + "knowledgeBoundary": "2026-10-18" + }, + "status": "usable", + "conclusion": { + "label": "dCR-B-", + "summary": "dCR 위험점수 65.25, 전망 긍정적, 유효 축 가중치 85.0%입니다." + }, + "confidence": { + "level": "medium", + "score": 85.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 45.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 4.5, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 49.3, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 9.86, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 65.2, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 16.3, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 60.0, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 9.0, + "sourceRef": "axes.현금흐름" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 과도한 부채로 구조적 위험이 존재한다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2024", + "period": "2024", + "status": "derived", + "sourceRef": "dartlab://credit/005450/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2024", + "period": "2024", + "status": "derived", + "sourceRef": "dartlab://credit/005450/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2024", + "period": "2024", + "status": "derived", + "sourceRef": "dartlab://credit/005450/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2024", + "period": "2024", + "status": "derived", + "sourceRef": "dartlab://credit/005450/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/005450/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 65.20, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/005450/axes/자본구조", + "status": "derived", + "detail": "위험점수 49.30, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/005450/axes/유동성", + "status": "derived", + "detail": "위험점수 56.16, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/005450/axes/현금흐름", + "status": "derived", + "detail": "위험점수 60.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/005450/axes/사업안정성", + "status": "derived", + "detail": "위험점수 45.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-B-", + "score": 65.25, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-B-", + "score": 65.25, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2024", + "score": 75.12, + "grade": "CCC", + "pdEstimate": 15.0 + }, + { + "period": "2023", + "score": 75.84, + "grade": "CCC", + "pdEstimate": 15.0 + }, + { + "period": "2022", + "score": 82.32, + "grade": "CC", + "pdEstimate": 25.0 + }, + { + "period": "2021", + "score": 73.42, + "grade": "CCC", + "pdEstimate": 15.0 + }, + { + "period": "2020", + "score": 63.94, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2019", + "score": 71.86, + "grade": "CCC", + "pdEstimate": 15.0 + }, + { + "period": "2018", + "score": 68.58, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2017", + "score": 36.45, + "grade": "BB+", + "pdEstimate": 0.75 + } + ], + "coverage": { + "validAxes": 5, + "totalAxes": 7, + "validWeight": 85.0, + "totalWeight": 100.0, + "weightCoverage": 85.0 + }, + "eCR": "eCR-6", + "pdEstimate": 10.0, + "notchAdjustment": null, + "divergenceExplanation": [ + "채무상환능력 축이 65점으로 등급 하방 압력", + "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -192,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -402,29 +1052,29 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다." }, "confidence": { "level": "medium", - "score": 60.0, + "score": 65.7, "method": "macroObservationAndCompanyEvidenceCoverage" }, "drivers": [ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +1098,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +1116,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -504,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,8 +1170,24 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" + }, + { + "id": "macro.company.analysis.debtRatio", + "kind": "companyFinancialEvidence", + "sourceRef": "dartlab://analysis/005450/product/drivers/debtRatio", + "status": "derived", + "observedAt": null, + "detail": "부채비율" + }, + { + "id": "macro.company.analysis.interestCoverage", + "kind": "companyFinancialEvidence", + "sourceRef": "dartlab://analysis/005450/product/drivers/interestCoverage", + "status": "derived", + "observedAt": null, + "detail": "이자보상배율" } ], "assumptions": [ @@ -538,12 +1204,6 @@ "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", "sourceRef": "dartlab://industry/005450" }, - { - "id": "macro.company.financialEvidence", - "status": "missing", - "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", - "sourceRef": "dartlab://analysis/005450/product" - }, { "id": "macro.edge.fx-export-revenue.companyEvidence", "status": "partial", @@ -556,12 +1216,6 @@ "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", "sourceRef": "macro.transmission:edge:export-demand-revenue" }, - { - "id": "macro.edge.rate-debt-interest.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:rate-debt-interest" - }, { "id": "macro.edge.rate-bank-margin.companyEvidence", "status": "partial", @@ -691,62 +1345,37 @@ "regimeEvidence" ], "companyBound": true, - "companyEdgeCount": 0, + "companyEdgeCount": 1, "edgeCount": 7 } } }, "statusCounts": { - "blocked": 3, - "partial": 1 + "partial": 2, + "usable": 1, + "blocked": 2 }, "gaps": [ { - "id": "analysis.earnings.marginTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.earnings.marginTrend", - "engine": "analysis" - }, - { - "id": "analysis.earnings.growthTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.earnings.growthTrend", - "engine": "analysis" - }, - { - "id": "analysis.cash.cashQuality", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.cash.cashQuality", - "engine": "analysis" - }, - { - "id": "analysis.resilience.leverageTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.resilience.leverageTrend", + "id": "analysis.quality.earningsQualityFlags", + "status": "partial", + "reason": "이익품질 하위 계산 근거 2/3개만 관측", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", "engine": "analysis" }, { - "id": "analysis.resilience.coverageTrend", + "id": "credit.axis.재무신뢰성", "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.resilience.coverageTrend", - "engine": "analysis" + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" }, { - "id": "analysis.quality.earningsQualityFlags", + "id": "credit.axis.공시리스크", "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.quality.earningsQualityFlags", - "engine": "analysis" - }, - { - "engine": "credit", - "status": "blocked", - "reason": "RuntimeError: 데이터 다운로드 실패 (005450, 재무 숫자 데이터): HTTP Error 404: Not Found\n\n • 인터넷 연결을 확인하세요\n • 해당 종목이 dartlab 데이터셋에 포함되어 있는지 확인하세요\n → DART: 한국 상장기업 ~2,700개 / EDGAR: 미국 상장기업 ~970개\n • DART API " + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.position", @@ -839,13 +1468,6 @@ "sourceRef": "dartlab://industry/005450", "engine": "macro" }, - { - "id": "macro.company.financialEvidence", - "status": "missing", - "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", - "sourceRef": "dartlab://analysis/005450/product", - "engine": "macro" - }, { "id": "macro.edge.fx-export-revenue.companyEvidence", "status": "partial", @@ -860,13 +1482,6 @@ "sourceRef": "macro.transmission:edge:export-demand-revenue", "engine": "macro" }, - { - "id": "macro.edge.rate-debt-interest.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:rate-debt-interest", - "engine": "macro" - }, { "id": "macro.edge.rate-bank-margin.companyEvidence", "status": "partial", diff --git a/landing/lenses/005490.json b/landing/lenses/005490.json index 3462d783a6dd1f88571d51e90b937976e30a7988..e91e076bec28bb25c07fa2f4ade7d3475279f6e9 100644 --- a/landing/lenses/005490.json +++ b/landing/lenses/005490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0054V0.json b/landing/lenses/0054V0.json index 141ac6249cc2e43f39a7f0591814526bc4cb8606..c735be879071aca658d016e0eb2614c1d4280e31 100644 --- a/landing/lenses/0054V0.json +++ b/landing/lenses/0054V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005500.json b/landing/lenses/005500.json index 5b4d58a70ca042ab088d7509dc443a413b627b99..b9b38c86c8079e7eaf0fd0203f4eefcad1360989 100644 --- a/landing/lenses/005500.json +++ b/landing/lenses/005500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005610.json b/landing/lenses/005610.json index e9331c11e1151604815747bba06dae32fc70278a..559ddca8c088cdc318cafc5f22586d1e047f0434 100644 --- a/landing/lenses/005610.json +++ b/landing/lenses/005610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005670.json b/landing/lenses/005670.json index 7fde3b5e7ff8679f1160cc9bf6fd6e389cc27625..058df268b5b55902a6e8c5075ebe8af94c5ba5ba 100644 --- a/landing/lenses/005670.json +++ b/landing/lenses/005670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,7 +1558,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1580,7 +1580,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1598,8 +1598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005680.json b/landing/lenses/005680.json index 20d6c0e12690fb8c02772d49bd7f70db0e00664f..7e9393099ef88b2f5a39f4e52d29dd272ab947ed 100644 --- a/landing/lenses/005680.json +++ b/landing/lenses/005680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005690.json b/landing/lenses/005690.json index 675e021aada579f4977ae03ee49145608673414d..104ae129c3d1769dba57061f406036eba013113d 100644 --- a/landing/lenses/005690.json +++ b/landing/lenses/005690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005710.json b/landing/lenses/005710.json index e0ea241cf84562e5b8638488ebb6ca2f03ebcbd1..45ba962702f933ef816e98aa1a18897e4878e543 100644 --- a/landing/lenses/005710.json +++ b/landing/lenses/005710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1601,7 +1601,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1623,7 +1623,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1641,8 +1641,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005720.json b/landing/lenses/005720.json index 81710317114de174d3ecb5802b59a18d6fa7130b..8bc3c8f002fafec842cc5f2dca7aa1840a3c5ecc 100644 --- a/landing/lenses/005720.json +++ b/landing/lenses/005720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005740.json b/landing/lenses/005740.json index 8529cfc7ecd1e5d61c0a57b6ba9e59e114198eb1..b3cd29073bebf35ebc19344c5da8b5e25e40d3e9 100644 --- a/landing/lenses/005740.json +++ b/landing/lenses/005740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,10 +1128,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005750.json b/landing/lenses/005750.json index f7b29922e51f6c5b00c872595f69f15409bf6e52..495a974dfcddcc744ab3d3e92199ac1a6f7acd6d 100644 --- a/landing/lenses/005750.json +++ b/landing/lenses/005750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:eff185ef5803", - "target": "005750", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005800.json b/landing/lenses/005800.json index 58003a04e02e3f77461d4f53785ba539e4136b7b..3e23dfc80476bac3db3d4f6baa6031e1d3321bbd 100644 --- a/landing/lenses/005800.json +++ b/landing/lenses/005800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005810.json b/landing/lenses/005810.json index eef3a396b1280460edf185bdd59ae7823cc63a62..51cd3cd6b2c502a166240acb6bb3013e16afb500 100644 --- a/landing/lenses/005810.json +++ b/landing/lenses/005810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005820.json b/landing/lenses/005820.json index fafb5efb444c890840345885a9ea529e8c4e4ca8..8d52760d783d6f7af80b58b2976238cea9003999 100644 --- a/landing/lenses/005820.json +++ b/landing/lenses/005820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1458,12 +1458,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:25f53022123a", + "target": "005820", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.447 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005830.json b/landing/lenses/005830.json index 3370e27958a4e6682cb3a06a83b5d26dc92afff5..9b9a030f15d6a87f6737d6637aa7d6bad355006c 100644 --- a/landing/lenses/005830.json +++ b/landing/lenses/005830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -691,8 +691,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005850.json b/landing/lenses/005850.json index 369c211c8a9f0125ac96c934245c1c93ee1bd6f3..1e7f62b31268b3595c6f0bc41abfbdadd243440e 100644 --- a/landing/lenses/005850.json +++ b/landing/lenses/005850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1456,7 +1456,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1478,7 +1478,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1496,8 +1496,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005860.json b/landing/lenses/005860.json index 9ed0b4be0f5adb7eea718f025eab27d3707a44d7..7a561558641fdd472fc86fb7d888aeed30443ebb 100644 --- a/landing/lenses/005860.json +++ b/landing/lenses/005860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1561,7 +1561,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1583,7 +1583,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1601,15 +1601,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/005870.json b/landing/lenses/005870.json index 17b1ee0a13df8c0555e0b60404b217b29d468e8c..63a8d3995ed34bedf00503c27d26e0d65a79f1a8 100644 --- a/landing/lenses/005870.json +++ b/landing/lenses/005870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005880.json b/landing/lenses/005880.json index 38044e998f12b256a52b67fcca70beddb3968b91..11cad2b9d94addb71482ec8b9e5ae0e9b5c066f6 100644 --- a/landing/lenses/005880.json +++ b/landing/lenses/005880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005930.json b/landing/lenses/005930.json index 2224f2f498d66d5c292312a91e43abe1e4a5906b..2b53d9b5722970040b1877b8eb256774631a3360 100644 --- a/landing/lenses/005930.json +++ b/landing/lenses/005930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005940.json b/landing/lenses/005940.json index bfa59d98d4c84563961313656f6bf6f819000020..2073cc0e5802de3179b16e53e6a335f9c34ec278 100644 --- a/landing/lenses/005940.json +++ b/landing/lenses/005940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1168,7 +1168,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1186,8 +1186,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005950.json b/landing/lenses/005950.json index 5b91159193f277cadecbd8d6e65c3e20be1b538e..70f725a09e081cfacb435bb63852ee55b068d58d 100644 --- a/landing/lenses/005950.json +++ b/landing/lenses/005950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,12 +719,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,49 +849,49 @@ "gradeHistory": [ { "period": "2026", - "score": 23.06, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 28.64, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2025", - "score": 74.56, + "score": 75.65, "grade": "CCC", "pdEstimate": 15.0 }, { "period": "2024", - "score": 71.73, - "grade": "CCC", - "pdEstimate": 15.0 - }, - { - "period": "2023", - "score": 63.75, + "score": 64.62, "grade": "B-", "pdEstimate": 10.0 }, { - "period": "2022", - "score": 61.04, + "period": "2023", + "score": 59.06, "grade": "B", "pdEstimate": 7.0 }, + { + "period": "2022", + "score": 54.1, + "grade": "B+", + "pdEstimate": 4.0 + }, { "period": "2021", - "score": 30.67, + "score": 30.03, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2020", - "score": 50.44, - "grade": "B+", - "pdEstimate": 4.0 + "score": 44.12, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2019", - "score": 57.05, + "score": 55.93, "grade": "B", "pdEstimate": 7.0 } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005960.json b/landing/lenses/005960.json index e1308143d006f53cd9be2a066432f35135d6a133..5ef8f04c492dabb1eb0a165e49fc13f339900ea9 100644 --- a/landing/lenses/005960.json +++ b/landing/lenses/005960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005990.json b/landing/lenses/005990.json index ae13c88aca308ab81dd56e07973440ca41d46b75..1213ccb4529a2b6713cd20e4ba70a376209c98ad 100644 --- a/landing/lenses/005990.json +++ b/landing/lenses/005990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006040.json b/landing/lenses/006040.json index 206c967bdb8cbdc459d961238ddf72852f21c284..4e64cf79a4c289bc3e1a2a230b415a64214d94d0 100644 --- a/landing/lenses/006040.json +++ b/landing/lenses/006040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -913,19 +913,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -946,8 +946,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,17 +992,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1071,7 +1071,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1080,7 +1080,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1381,88 +1381,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d81b8a21cb5c", - "target": "006040", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.438 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006050.json b/landing/lenses/006050.json index b94db24ed5fbc02afee1c444e05710e7dece2d53..02230176a4eb33f7eeed16cc72b9a1667b38aa46 100644 --- a/landing/lenses/006050.json +++ b/landing/lenses/006050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006060.json b/landing/lenses/006060.json index 0ca40cde69e63b0c3f884185815ac1058c68d22e..d92e05463b4745a7dacf0794ed3865a8cc37169e 100644 --- a/landing/lenses/006060.json +++ b/landing/lenses/006060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006090.json b/landing/lenses/006090.json index 166f7ac5ff281e84ef203c7369a02211cf3d7177..2c20a21783b12114f1092fbba5ca45c4e1bccbeb 100644 --- a/landing/lenses/006090.json +++ b/landing/lenses/006090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006110.json b/landing/lenses/006110.json index 3d780b336111d0b975e3c11543379cd773ead478..73928fcca0ed61e22c54d7c237a3c66bbaaa1f40 100644 --- a/landing/lenses/006110.json +++ b/landing/lenses/006110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -774,14 +774,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -901,10 +901,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -934,7 +934,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1000,7 +1000,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1100,10 +1100,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,10 +1127,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1445,7 +1445,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1467,7 +1467,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1485,15 +1485,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/006120.json b/landing/lenses/006120.json index 4224ee9a96f9eb771e05c2fd283b543c1c54df0f..85298abf41da4b068968f26e9c1a1bb2751a3ff9 100644 --- a/landing/lenses/006120.json +++ b/landing/lenses/006120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006140.json b/landing/lenses/006140.json index ec5c57cbcd2fe2c70d07a4d8f78630199c50e415..b46b1ff68ba58b9c62a14c276da1995e7a3fecec 100644 --- a/landing/lenses/006140.json +++ b/landing/lenses/006140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1098,10 +1098,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006200.json b/landing/lenses/006200.json index 3065b0cfd3792393a5557c46383bc7c171081fe0..02d718f77b11c3d1aff9fa9870febedb53cd37a7 100644 --- a/landing/lenses/006200.json +++ b/landing/lenses/006200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -913,19 +913,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -946,8 +946,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,17 +992,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1071,7 +1071,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1080,7 +1080,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006220.json b/landing/lenses/006220.json index 9f7b40b5c536b2a4cfc17df3348d46a8aaea8ffc..b6b33a440249693e82b115b21e269c17d5ad1e28 100644 --- a/landing/lenses/006220.json +++ b/landing/lenses/006220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -641,8 +641,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -662,8 +662,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -690,7 +690,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -752,10 +752,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -771,10 +771,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -794,7 +794,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006260.json b/landing/lenses/006260.json index 2e9eb3013344312eae243f55371a8e3c8e5c0a63..4b9eeb5db02cebaf31a428f2a8dfc818f5fcbef4 100644 --- a/landing/lenses/006260.json +++ b/landing/lenses/006260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,17 +630,17 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A+", + "label": "dCR-A", "summary": "dCR 위험점수 28.09, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -825,14 +825,14 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", + "grade": "dCR-A", "score": 28.09, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", + "grade": "dCR-A", "score": 28.81, "assumptions": { "scenarioStress": "moderate" @@ -916,14 +916,13 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": { - "totalNotch": 5, + "totalNotch": 4, "reasons": [ "중대형기업 (매출 32조)", "캡티브금융 별도 D/EBITDA 2.0x (양호)", - "CAPEX집약 OCF양수 (투자 사이클)", - "시가총액 12조" + "CAPEX집약 OCF양수 (투자 사이클)" ] }, "divergenceExplanation": [ @@ -944,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1071,19 +1070,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1104,8 +1103,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1117,7 +1116,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1137,8 +1136,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,17 +1149,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1169,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1195,7 +1194,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,7 +1228,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1238,7 +1237,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1251,10 +1250,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1270,10 +1269,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1293,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1473,88 +1472,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:09ad69b41ead", - "target": "006260", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.527 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006280.json b/landing/lenses/006280.json index 83b8048a537276f92c45f8be321860ea116153df..3dc268162afef4b30d3ec68cecaf4526c1cf1e3a 100644 --- a/landing/lenses/006280.json +++ b/landing/lenses/006280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006340.json b/landing/lenses/006340.json index dfc1a214005d9c3e4d59d9df07bbf8a86ef95715..2a67dcabb2443a7161ded8b080a7a16df53b52b0 100644 --- a/landing/lenses/006340.json +++ b/landing/lenses/006340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006350.json b/landing/lenses/006350.json index 50534dbe59d4a37ffe0a3e2e0ef827f0b37a5202..a2d9f6755ab1b1de20130d57da9fa317b1f81647 100644 --- a/landing/lenses/006350.json +++ b/landing/lenses/006350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006360.json b/landing/lenses/006360.json index b3af24d84e49ab9a81bf7ffa8de2ccaf96a193a1..b6a9c0ac40602b6a78b359dd0e90e61aa6c9c50a 100644 --- a/landing/lenses/006360.json +++ b/landing/lenses/006360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 21.17, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 24.12, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 21.17, + "grade": "dCR-BBB+", + "score": 24.12, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 22.85, + "score": 25.72, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -912,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -935,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1108,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1261,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006370.json b/landing/lenses/006370.json index df4d1f4dad27d8372ea605b3ad860c014b7720cf..ef87bc54770d3f4ef46e68b8fdd13edd0df3b4cf 100644 --- a/landing/lenses/006370.json +++ b/landing/lenses/006370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1010,7 +1010,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1085,10 +1085,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1358,7 +1358,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1380,7 +1380,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1398,8 +1398,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/006380.json b/landing/lenses/006380.json index fbcb1cb33a5470ea276f9e52ae36b32c7433e195..aaf5cc4b2c45223cf35d0c8ceef8ba9e0e696be6 100644 --- a/landing/lenses/006380.json +++ b/landing/lenses/006380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -70,10 +70,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -143,7 +143,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -285,7 +285,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -335,7 +335,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -603,13 +603,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-16", "period": null, "status": "derived", @@ -1001,7 +1001,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-16", "period": null, "status": "observed", @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1108,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,10 +1126,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1144,10 +1144,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006400.json b/landing/lenses/006400.json index bf2b4fde4adf9db1eb3be5bfb90de20a03c8aa8f..67c0cc74ef3828d42207f4642a5c53db240d1399 100644 --- a/landing/lenses/006400.json +++ b/landing/lenses/006400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "reasons": [ "중대형기업 (매출 13조)", "CAPEX집약 OCF양수 (투자 사이클)", - "시가총액 62조 (시장 지위)" + "시가총액 57조 (시장 지위)" ] }, "divergenceExplanation": [ @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1300,10 +1300,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1354,7 +1354,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1670,88 +1670,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:70083eaa8066", - "target": "006400", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.706 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006490.json b/landing/lenses/006490.json index 31508011d2a84d0d48712c98472e32540c596587..c9060e658f4e11b641117f10e0c9eed82eb22910 100644 --- a/landing/lenses/006490.json +++ b/landing/lenses/006490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 335.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 491.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006570.json b/landing/lenses/006570.json index 75171899a76c286f7103484a7528c3bd9dfde9dc..d221c4eaf264efbc2e61be43f8dbf2d31cd6633e 100644 --- a/landing/lenses/006570.json +++ b/landing/lenses/006570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 19.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 20.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006580.json b/landing/lenses/006580.json index 68658a2ab135f27a97d9c2a33932b50a2faf82d4..fb59784930f0c01fe181eb648180361d8d01f820 100644 --- a/landing/lenses/006580.json +++ b/landing/lenses/006580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006620.json b/landing/lenses/006620.json index 754e78491247680708501433eac22bffcc47552d..76eddca41aa264173702d4cf059f59155a5dfdb2 100644 --- a/landing/lenses/006620.json +++ b/landing/lenses/006620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,10 +1129,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006650.json b/landing/lenses/006650.json index 5949a17ea22bff8a8b7f798f8e1e29baac5607df..1386968dca463a148c0cdc3fe0858c009b268615 100644 --- a/landing/lenses/006650.json +++ b/landing/lenses/006650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 18.59, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 17.35, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -653,11 +653,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 2.82, + "value": 3.32, "unit": "riskScore", "direction": "positive", - "weight": 20, - "contribution": 0.56, + "weight": 15, + "contribution": 0.5, "sourceRef": "axes.자본구조" }, { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 소재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/006650/axes/채무상환능력", "status": "derived", - "detail": "위험점수 17.62, 가중치 25%" + "detail": "위험점수 13.00, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/006650/axes/자본구조", "status": "derived", - "detail": "위험점수 2.82, 가중치 20%" + "detail": "위험점수 3.32, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 18.59, + "score": 17.35, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 19.31, + "grade": "dCR-A-", + "score": 18.15, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -857,49 +852,49 @@ "gradeHistory": [ { "period": "2026", - "score": 4.13, + "score": 4.88, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2025", - "score": 16.08, - "grade": "A-", - "pdEstimate": 0.08 + "score": 12.68, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2024", - "score": 23.17, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 21.51, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2023", - "score": 24.63, + "score": 22.55, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2022", - "score": 37.48, + "score": 37.44, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2021", - "score": 0.66, + "score": 0.64, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 0.55, + "score": 0.44, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2019", - "score": 1.05, + "score": 0.82, "grade": "AAA", "pdEstimate": 0.0 } @@ -916,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1323,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1609,7 +1604,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1631,7 +1626,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1649,15 +1644,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/006660.json b/landing/lenses/006660.json index 0f587100f0001cddd5de70520fd8201ed0e78348..ef139ed8ae1845a571bb06dc5e761f495b03ee52 100644 --- a/landing/lenses/006660.json +++ b/landing/lenses/006660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 4.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006730.json b/landing/lenses/006730.json index 903d849ce69c640827cfad0be9e8b9b798220ecd..a75fc3ef81db415a7a15bac2ea21efa5e8c384bd 100644 --- a/landing/lenses/006730.json +++ b/landing/lenses/006730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006740.json b/landing/lenses/006740.json index b1ff86befe9d11052232d1f249a62d305df1b0da..ef9d763beb76bf5b148c0adf54b4f5b2750a6c93 100644 --- a/landing/lenses/006740.json +++ b/landing/lenses/006740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 50.52, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 53.15, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 50.52, + "score": 53.15, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 50.95, + "score": 53.69, "assumptions": { "scenarioStress": "moderate" } @@ -911,7 +911,7 @@ "divergenceExplanation": [ "유동성 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 29.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006800.json b/landing/lenses/006800.json index a79a0c202836a9f1c31345631682539cb67444b8..8b648e2f6821a26f761dcfce6851b0118ada040c 100644 --- a/landing/lenses/006800.json +++ b/landing/lenses/006800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -658,14 +658,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -785,19 +785,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -818,8 +818,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -831,7 +831,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -851,8 +851,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -864,17 +864,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -884,7 +884,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -943,7 +943,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -952,7 +952,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1007,7 +1007,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,88 +1253,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:be06e16475c5", - "target": "006800", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006840.json b/landing/lenses/006840.json index 3d33184d490a7e3348dc7d04ce08b4318b88e127..1f34c9ddd48be12baa03a70b5990201f123eaf71 100644 --- a/landing/lenses/006840.json +++ b/landing/lenses/006840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006880.json b/landing/lenses/006880.json index 07afee2f74bf28eb41207704519341d0d404d621..c101fed56a905a91d5db34a7e0646914b43e5362 100644 --- a/landing/lenses/006880.json +++ b/landing/lenses/006880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "유동성 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 10.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 10.44%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1521,7 +1521,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1543,7 +1543,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1561,8 +1561,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/006890.json b/landing/lenses/006890.json index a813474d3e3e595bab4bd776633aad314073ce64..672f9b7d3dec98aea42c2ba9577a375b42e9c311 100644 --- a/landing/lenses/006890.json +++ b/landing/lenses/006890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.28%). 최근 주가 하락이 반영된 결과", "D/EBITDA 19.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0068Y0.json b/landing/lenses/0068Y0.json index 0c139798db070a3e3e94ff154fed7f980b296dd2..56e0af4d64fd067b7926ad682f6e0789d2dc950e 100644 --- a/landing/lenses/0068Y0.json +++ b/landing/lenses/0068Y0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006910.json b/landing/lenses/006910.json index fd3430f46187d4d75a5022cfbda9290173c4c783..9991e2e98903caff068f3d54a7768b1af2b28b2d 100644 --- a/landing/lenses/006910.json +++ b/landing/lenses/006910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006920.json b/landing/lenses/006920.json index f4f7e802fc1ccc36761bd16f6a632e6378bd90f9..975fe8e3a37a56110bacab09798f01f3d3362664 100644 --- a/landing/lenses/006920.json +++ b/landing/lenses/006920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006980.json b/landing/lenses/006980.json index 08aab0ab54ef3d6c5d6f7ee8711d8ac5a60e2866..791556545487ebfecf7b425325bbc68bba9d8c5a 100644 --- a/landing/lenses/006980.json +++ b/landing/lenses/006980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007070.json b/landing/lenses/007070.json index 45b008ec2b315ba42f7f745b094774c3da520523..a5fd3c8571fc1f1e7747738fefca4025713a280c 100644 --- a/landing/lenses/007070.json +++ b/landing/lenses/007070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ ] }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007110.json b/landing/lenses/007110.json index bcbcf32c5daeafeecee38e67c10822a187547543..8c67ff27622846cb1f48ab454f15043f013f4292 100644 --- a/landing/lenses/007110.json +++ b/landing/lenses/007110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.17%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007120.json b/landing/lenses/007120.json index 1db44dde30e463007d8f8b8ec2b9236bdf771920..e40f59b3376ba0222eef607d2fb1e502d91436bd 100644 --- a/landing/lenses/007120.json +++ b/landing/lenses/007120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2020", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007160.json b/landing/lenses/007160.json index b772ef6395a1e76626aaa54fd59cb5ff1b8346c2..21f1b56d03fd8ebe63a3ae613c36c63334afb5b8 100644 --- a/landing/lenses/007160.json +++ b/landing/lenses/007160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0071M0.json b/landing/lenses/0071M0.json index 0d612d189cce206c19d01a8e73ff7c47b388f26c..d022ba506ab891353653ed931822b374c0763ec2 100644 --- a/landing/lenses/0071M0.json +++ b/landing/lenses/0071M0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007210.json b/landing/lenses/007210.json index 406589628829653e5abd80729bf96c124edc56ce..b8830776f90a29ddd59af907c791febd99c1805c 100644 --- a/landing/lenses/007210.json +++ b/landing/lenses/007210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007280.json b/landing/lenses/007280.json index 34f39668e2d3d8a5041a5396fbbf161d4860a316..3e42cc0b748aaf3e6e76876e5814bb1672647645 100644 --- a/landing/lenses/007280.json +++ b/landing/lenses/007280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0072Z0.json b/landing/lenses/0072Z0.json index b703ebb345f4502e19fe9129bde6c8be3ec7dd39..cee083900e26b12eb7001c031fc729f0cb40bd24 100644 --- a/landing/lenses/0072Z0.json +++ b/landing/lenses/0072Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007310.json b/landing/lenses/007310.json index 9f0b674a44be738fc4c4d4fb52c98b189a896131..92111fb1b423ac23309d2ff2c914827b6122fb27 100644 --- a/landing/lenses/007310.json +++ b/landing/lenses/007310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007330.json b/landing/lenses/007330.json index c0fa3b3b9de60164f3fec399eba20e406f01ac71..5636a4c362f2f475dda02004b301af3e35e39a98 100644 --- a/landing/lenses/007330.json +++ b/landing/lenses/007330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -655,8 +655,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007340.json b/landing/lenses/007340.json index 3a5dab5f35dc9dd90d37747e326d4aeef1b9e689..e0e508fa73c8ea22c039f3de99fb17420916b24c 100644 --- a/landing/lenses/007340.json +++ b/landing/lenses/007340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,15 +1056,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1552,12 +1552,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fe16d5545f03", + "target": "007340", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.685 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/007370.json b/landing/lenses/007370.json index 3876ddca5244a681edaf1b3728ca5994193139ea..e495aad165f1b08ede2cb2f8b673693730312e28 100644 --- a/landing/lenses/007370.json +++ b/landing/lenses/007370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "유동성 축이 74점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 7.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 8.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007390.json b/landing/lenses/007390.json index c3186b066cde0d356896ad0c7c7433f010406abe..6e1cba7f727304dd4bb1b1cc81c09ab049ff1bba 100644 --- a/landing/lenses/007390.json +++ b/landing/lenses/007390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 22.22, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 25.19, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 건강관리 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 22.22, + "score": 25.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 22.31, + "score": 25.26, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007460.json b/landing/lenses/007460.json index de5ed00f2e9bd2bbffb980f7b371b3bad87d34fb..0f14f3146e1c7370c11ed94f20746c3677701c03 100644 --- a/landing/lenses/007460.json +++ b/landing/lenses/007460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9998.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9999.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007530.json b/landing/lenses/007530.json index 228aaf98b8ad779238151b671ed202c85d5a0094..5929d9fef1c9cf235d7d1f398c66f7a4ae54b688 100644 --- a/landing/lenses/007530.json +++ b/landing/lenses/007530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007540.json b/landing/lenses/007540.json index 05a224b4df552ccbd97b6d3448c8cf559e1f8cac..c79a880f1ba58a59988c0d7e963790ab466c8f69 100644 --- a/landing/lenses/007540.json +++ b/landing/lenses/007540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,10 +988,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007570.json b/landing/lenses/007570.json index ecbb24530c6f5c6b3bc95755e211b6237b90a468..55f799e97ddd177b90aa8c896600dec32cbf5853 100644 --- a/landing/lenses/007570.json +++ b/landing/lenses/007570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 36.62, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 40.82, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 36.62, + "grade": "dCR-BB", + "score": 40.82, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 37.53, + "score": 41.67, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,10 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 10.50%). 최근 주가 하락이 반영된 결과", "D/EBITDA 24.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -931,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007590.json b/landing/lenses/007590.json index b79e99b2b1f37aed46b4d243b4a7086bfda4fae7..f12d81353adc1f0a9f0f64ce4e88642f74e98e76 100644 --- a/landing/lenses/007590.json +++ b/landing/lenses/007590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007610.json b/landing/lenses/007610.json index f44fca1830c24f00396eaf773f37051ed1a611e3..dd95080088dcbf865b15f4afb08d913563a564eb 100644 --- a/landing/lenses/007610.json +++ b/landing/lenses/007610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 71점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 23.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 26.72%). 최근 주가 하락이 반영된 결과", "D/EBITDA 21.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/007660.json b/landing/lenses/007660.json index 83eb7df7948e699dbd5919541c339e473571b872..777afaa277d4ab14178860656038eae0cfc72953 100644 --- a/landing/lenses/007660.json +++ b/landing/lenses/007660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 10.15, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 12.41, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 10.15, + "score": 12.41, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 10.93, + "grade": "dCR-A", + "score": 13.24, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,6 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1225,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1454,12 +1460,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ae94bbc958fc", + "target": "007660", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/007680.json b/landing/lenses/007680.json index 44f5a0fa09a1f7f82e2a5c501f802fe06e9b3ab7..d4029772e8ec03539f14864c8cb254516f85bd1b 100644 --- a/landing/lenses/007680.json +++ b/landing/lenses/007680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1045,19 +1045,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,7 +1203,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1212,7 +1212,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007690.json b/landing/lenses/007690.json index f6b9cc6849faeab574c381572cc25670966f99c5..2477b578c8c3e8b92bbd5ba778969a6151d7b245 100644 --- a/landing/lenses/007690.json +++ b/landing/lenses/007690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007700.json b/landing/lenses/007700.json index 4addfc8a30a1342bc3db962892ae1396c391f1cc..901f7673f2bb2a3bba29b791466a884aa57459cc 100644 --- a/landing/lenses/007700.json +++ b/landing/lenses/007700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007720.json b/landing/lenses/007720.json index 0b6fcc44e69c038c7c20d616868748b35e09675e..696601405bd5f2946406852c21a6024888caf5bb 100644 --- a/landing/lenses/007720.json +++ b/landing/lenses/007720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1503,12 +1503,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:835def9f32e4", + "target": "007720", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.53 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/007770.json b/landing/lenses/007770.json index 0c5b7be8b6ffdf6ef17e9c7c125089021ae0e901..5da3ba119b0c31f39bef7450741212e535bbf9f8 100644 --- a/landing/lenses/007770.json +++ b/landing/lenses/007770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007810.json b/landing/lenses/007810.json index eb4ec914420ea6929faa76f65f05ad981a4d8323..eac73cf0bdbb7892d93cf3c336adf225cac9664a 100644 --- a/landing/lenses/007810.json +++ b/landing/lenses/007810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007820.json b/landing/lenses/007820.json index 41ae527e0376116bfb1e5fdcb8a40527cefb9c2f..457cc7732e0976055a36d84c5392f1cc57147d41 100644 --- a/landing/lenses/007820.json +++ b/landing/lenses/007820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 11.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007860.json b/landing/lenses/007860.json index ae9bc296a4104df6dbae0b1a02b4755458dae32a..0e7c58d85ff677fa3238fa39ee5d5c319a9ebd8c 100644 --- a/landing/lenses/007860.json +++ b/landing/lenses/007860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -774,14 +774,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -901,10 +901,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1100,10 +1100,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,10 +1118,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1136,10 +1136,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007980.json b/landing/lenses/007980.json index d1124acfb93186c2767514e39119c017fd5e9049..fd1fd75030e8797cf11fe0e81a43e912bdfd9852 100644 --- a/landing/lenses/007980.json +++ b/landing/lenses/007980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -616,13 +616,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1047,15 +1047,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1199,13 +1199,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1449,12 +1449,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4c77118a389e", + "target": "007980", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.447 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/008040.json b/landing/lenses/008040.json index a88f2e85320d8a552e666a411310652d65965346..4f89cea78e9e074e7db27a327ed3e3f0d77b01bc 100644 --- a/landing/lenses/008040.json +++ b/landing/lenses/008040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1205,7 +1205,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008060.json b/landing/lenses/008060.json index e8146ff67b1df85bc359c0ad20f0596f1a4151b6..44fd770322a8c7b3eb2650863553dbf36b0a79bd 100644 --- a/landing/lenses/008060.json +++ b/landing/lenses/008060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -947,8 +947,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,10 +1000,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008110.json b/landing/lenses/008110.json index 6de2146b71db149dec5fe854644e3c350ebed1e1..9890b52c06e8a3233bbb0f5d5800df961a699666 100644 --- a/landing/lenses/008110.json +++ b/landing/lenses/008110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-27", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-27", "period": "2024", "status": "derived", @@ -1125,7 +1125,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-27", "period": "2024", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008120.json b/landing/lenses/008120.json index 769fc93edb38415ef1acdbbe38bfa6d494b86a1e..036670c67d1c820d1ad4211b06f4c1aa020e6808 100644 --- a/landing/lenses/008120.json +++ b/landing/lenses/008120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -483,14 +483,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -605,10 +605,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -624,10 +624,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -651,10 +651,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -669,10 +669,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -683,7 +683,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -707,7 +707,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008250.json b/landing/lenses/008250.json index cf6fe0c500bfa4059856a9b5a3765448c147514a..6d67c0e176d3a72c2c73dc3af52481765a845d33 100644 --- a/landing/lenses/008250.json +++ b/landing/lenses/008250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008260.json b/landing/lenses/008260.json index fc514f32c188ce4d054203956df5f356ed311033..c689cbcfcf635fd8d1890b2eb9a95c8efc12734a 100644 --- a/landing/lenses/008260.json +++ b/landing/lenses/008260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -998,8 +998,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,8 +1018,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008270.json b/landing/lenses/008270.json index cfc1541d0a5f7cbd4a4249c6e0f9b92a164e3dc9..cdf5b3c292a2056e294d1fc0e352f2b36710df40 100644 --- a/landing/lenses/008270.json +++ b/landing/lenses/008270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -361,13 +361,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -549,14 +549,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -690,10 +690,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -717,10 +717,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -735,10 +735,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -773,7 +773,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -789,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008290.json b/landing/lenses/008290.json index 622f294444f3ff88df5d93e7cefbee5f04f90bd0..7ac8762d55c39a3133406e063a93f80a13440da5 100644 --- a/landing/lenses/008290.json +++ b/landing/lenses/008290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-18", "period": null, "status": "derived", @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-18", "period": null, "status": "observed", @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0082N0.json b/landing/lenses/0082N0.json index efc251342326fd10f79ae507ed273c14fec83d98..91752918842361d3639c16f2086022e33ad78d53 100644 --- a/landing/lenses/0082N0.json +++ b/landing/lenses/0082N0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008340.json b/landing/lenses/008340.json index da02da835579605b8de63280d6eb02c09ca9f243..68718c7207b356c4d9658f0c75eb5fd305b7bf19 100644 --- a/landing/lenses/008340.json +++ b/landing/lenses/008340.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], @@ -746,7 +746,7 @@ { "engine": "credit", "status": "blocked", - "reason": "RuntimeError: 데이터 다운로드 실패 (008340, 재무 숫자 데이터): HTTP Error 404: Not Found\n\n • 인터넷 연결을 확인하세요\n • 해당 종목이 dartlab 데이터셋에 포함되어 있는지 확인하세요\n → DART: 한국 상장기업 ~2,700개 / EDGAR: 미국 상장기업 ~970개\n • DART API " + "reason": "RuntimeError: 데이터 다운로드 실패 (008340, 재무 숫자 데이터): HTTP Error 404: Not Found\n\n • 인터넷 연결을 확인하세요\n • 해당 종목이 dartlab 데이터셋에 포함되어 있는지 확인하세요\n → DART: 한국 상장기업 ~2,700개 / EDGAR: 미국 상장기업 ~970개\n • DART 공시 문" }, { "id": "industry.position", diff --git a/landing/lenses/008350.json b/landing/lenses/008350.json index b5fd64b891760579ccd1ac700f1e2a3a9a88a6b0..a2696e5c98d2c542a5d8caa7fa3be98d22b8f719 100644 --- a/landing/lenses/008350.json +++ b/landing/lenses/008350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 5.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 5.39%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/008370.json b/landing/lenses/008370.json index 5505b8e8b83907807bc652347173e904d2a9ff2a..dfaf8a93a5124d915b96becba78229a252e319e3 100644 --- a/landing/lenses/008370.json +++ b/landing/lenses/008370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008420.json b/landing/lenses/008420.json index 21adcfc8f0fb7b4b82eaaf92d7979fe1d58a0cd4..ec0511b54a3f914cba2ef9b00024c7656f972433 100644 --- a/landing/lenses/008420.json +++ b/landing/lenses/008420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008470.json b/landing/lenses/008470.json index 9d734a2b9232418b9793b520e3be27e9c09a79da..b05dcf8801f36bf486a9ee02a2b4c30b3ef34f3e 100644 --- a/landing/lenses/008470.json +++ b/landing/lenses/008470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008490.json b/landing/lenses/008490.json index dc76ae0c9d7db7584039e8349fc2b12d4b7c82c7..24845d7d0e453aa153d8b45b53fd00baa8fd4827 100644 --- a/landing/lenses/008490.json +++ b/landing/lenses/008490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,10 +1266,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008500.json b/landing/lenses/008500.json index d3ec1f224f41341904c231af056e36e52e2e4d4a..9f8a6133c171867e0400d36594708881a0e99867 100644 --- a/landing/lenses/008500.json +++ b/landing/lenses/008500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 79.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-06-29", "period": "2024", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-06-29", "period": "2024", "status": "derived", @@ -1132,7 +1132,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-06-29", "period": "2024", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008560.json b/landing/lenses/008560.json index e22a1843b12c535d2bfb0194ff1886bb5559ac22..137adbc499a58b8c9d05580987899e27e6fa182c 100644 --- a/landing/lenses/008560.json +++ b/landing/lenses/008560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -558,14 +558,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -680,10 +680,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -719,7 +719,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -830,10 +830,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -849,10 +849,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -876,10 +876,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -894,10 +894,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -908,7 +908,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -932,7 +932,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -948,7 +948,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008600.json b/landing/lenses/008600.json index d0ff04c91482a70ac7068994803423cf941ee1b4..68b2cd982e2db83601fa0a9e6611f59ad641b5a1 100644 --- a/landing/lenses/008600.json +++ b/landing/lenses/008600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 581.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 606.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008670.json b/landing/lenses/008670.json index 75d2366d434c2ff069ee335a0cef4a11ade6c92c..bb17dd61c7dbfd9d637d0f170b146291bc1816b6 100644 --- a/landing/lenses/008670.json +++ b/landing/lenses/008670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -626,14 +626,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -794,10 +794,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -812,10 +812,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -826,7 +826,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -850,7 +850,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -866,7 +866,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008700.json b/landing/lenses/008700.json index e403af58af8951bb9dfdd3a4cddf2d5d1836a34e..c72a165d30475dd2373b2953a4ff61bd1e0474b8 100644 --- a/landing/lenses/008700.json +++ b/landing/lenses/008700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008730.json b/landing/lenses/008730.json index 2858c61b7bc012743ab2837d8a5a080d9a6cbde6..b717197550c7203c8faf014dbab09d78208afdbc 100644 --- a/landing/lenses/008730.json +++ b/landing/lenses/008730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.6점 하향 (PD 15.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.6점 하향 (PD 20.29%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,15 +1060,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008770.json b/landing/lenses/008770.json index cffe5b3530f24b3243ed9d22c90eda93c05e9036..42b4a14e425e10f974c4060d610eea83e5c0b25f 100644 --- a/landing/lenses/008770.json +++ b/landing/lenses/008770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1121,10 +1121,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1151,7 +1151,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008800.json b/landing/lenses/008800.json index d57f8c86801264d58408f96bc02c91aeb8c41e89..0d79ebc87e8dcb25c2be94b48a7faaf886e6f107 100644 --- a/landing/lenses/008800.json +++ b/landing/lenses/008800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008830.json b/landing/lenses/008830.json index 39ebc5dfbbd571e6a2a47d46e413e1a09881027f..1a84a2e0981f49ea3fd1147256ed6bc11aeb5eb1 100644 --- a/landing/lenses/008830.json +++ b/landing/lenses/008830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 42.18, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 42.72, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 42.18, + "score": 42.72, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 42.51, + "score": 43.14, "assumptions": { "scenarioStress": "moderate" } @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 25.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.05%). 최근 주가 하락이 반영된 결과", "D/EBITDA 38.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1075,7 +1075,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1119,7 +1119,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,10 +1233,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008870.json b/landing/lenses/008870.json index 19e65017a90e839e508d96b35e87c25fa11f251d..ffe3c5023693f7b2ef9504fb1c448946f7314d11 100644 --- a/landing/lenses/008870.json +++ b/landing/lenses/008870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0088D0.json b/landing/lenses/0088D0.json index 91f9e4e791d1b2d52ccc6a961ffea5ef78207b01..728628688850b52e6fd87261b42762df35c86edd 100644 --- a/landing/lenses/0088D0.json +++ b/landing/lenses/0088D0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0088M0.json b/landing/lenses/0088M0.json index 4b2a114a11397dde71f33c0ee7b563cbd2332388..669243a684927c00f11bbe069c51a91e8b0a94bc 100644 --- a/landing/lenses/0088M0.json +++ b/landing/lenses/0088M0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008930.json b/landing/lenses/008930.json index fef7e00778bc6e7d4dda5720d5774181d446db99..57ce53ddaf8c07389a2358c9d419a5c537d21de3 100644 --- a/landing/lenses/008930.json +++ b/landing/lenses/008930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -746,10 +746,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -765,10 +765,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,7 +788,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008970.json b/landing/lenses/008970.json index 8efbc1ab1accf03bc36a4b15530862d57fe9382c..d1f6688873c5b63c0948e540cd51d5c1b0bb9353 100644 --- a/landing/lenses/008970.json +++ b/landing/lenses/008970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 10.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 11.86%). 최근 주가 하락이 반영된 결과", "D/EBITDA 27.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009070.json b/landing/lenses/009070.json index e70203b8f6cb0396a5a5bb4a663fb3ed86c829df..39bf92dbe1e47bc649d38ab64bb4aaded14793d3 100644 --- a/landing/lenses/009070.json +++ b/landing/lenses/009070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009140.json b/landing/lenses/009140.json index 8c693876e5b53afb23ef7bd6cf5dc1641934c348..37078344cd1954d2e393ece7ed0a0f07b8df5904 100644 --- a/landing/lenses/009140.json +++ b/landing/lenses/009140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009150.json b/landing/lenses/009150.json index ed7ff1b5839293e828bdb27ac141a79d451002f7..76f81c18400ed78b2762b8f9e6ab085d93d79834 100644 --- a/landing/lenses/009150.json +++ b/landing/lenses/009150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,18 +630,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 8.31, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA", + "summary": "dCR 위험점수 7.38, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -660,14 +660,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.자본구조", - "label": "자본구조", - "value": 6.68, + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 7.57, "unit": "riskScore", "direction": "positive", - "weight": 20, - "contribution": 1.34, - "sourceRef": "axes.자본구조" + "weight": 25, + "contribution": 1.89, + "sourceRef": "axes.채무상환능력" }, { "id": "axis.유동성", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -731,12 +731,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "neutral", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -774,14 +774,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/009150/axes/채무상환능력", "status": "derived", - "detail": "위험점수 11.22, 가중치 25%" + "detail": "위험점수 7.57, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/009150/axes/자본구조", "status": "derived", - "detail": "위험점수 6.68, 가중치 20%" + "detail": "위험점수 7.64, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -825,15 +825,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA-", - "score": 8.31, + "grade": "dCR-AA", + "score": 7.38, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA-", - "score": 9.17, + "score": 8.27, "assumptions": { "scenarioStress": "moderate" } @@ -849,6 +849,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -861,51 +866,51 @@ "gradeHistory": [ { "period": "2026", - "score": 7.79, - "grade": "AA", - "pdEstimate": 0.02 + "score": 9.34, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2025", - "score": 7.18, - "grade": "AA", - "pdEstimate": 0.02 + "score": 4.74, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2024", - "score": 6.13, - "grade": "AA", - "pdEstimate": 0.02 + "score": 4.27, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2023", - "score": 8.97, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 6.46, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2022", - "score": 3.51, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 2.91, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2021", - "score": 2.32, + "score": 2.45, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 6.0, - "grade": "AA", - "pdEstimate": 0.02 + "score": 4.22, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2019", - "score": 11.08, - "grade": "A+", - "pdEstimate": 0.04 + "score": 7.82, + "grade": "AA", + "pdEstimate": 0.02 } ], "coverage": { @@ -916,7 +921,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.03, + "pdEstimate": 0.02, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", @@ -934,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1094,8 +1099,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1112,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1132,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1152,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1165,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1190,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1246,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1260,10 +1265,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009160.json b/landing/lenses/009160.json index ca2c7452583fafcbd3c7bbdebf4379044c6b30b0..492aac778db4f12b683b07326d19b1a1ba6e1de8 100644 --- a/landing/lenses/009160.json +++ b/landing/lenses/009160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009180.json b/landing/lenses/009180.json index f1596870c0e009441992d23773f67895e351aafa..bda485cf465ab783d30d62766cbb5b7d2b78596c 100644 --- a/landing/lenses/009180.json +++ b/landing/lenses/009180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009190.json b/landing/lenses/009190.json index 432a8b8765fb1886fe412b827299d903764e56a7..1c8a7dd466680702504553c976f85105e0ac9668 100644 --- a/landing/lenses/009190.json +++ b/landing/lenses/009190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0091W0.json b/landing/lenses/0091W0.json index 26a87f3c6973a68a998fdfcb0ba00ddb3917fff1..21d6f54633c11966a4398302a7388172554b2908 100644 --- a/landing/lenses/0091W0.json +++ b/landing/lenses/0091W0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009200.json b/landing/lenses/009200.json index ddd72cfd82150fed7ba44f5cec02b0c9088da11e..8f3a9a743317d86bd1050e4e8a32914664b36484 100644 --- a/landing/lenses/009200.json +++ b/landing/lenses/009200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009240.json b/landing/lenses/009240.json index 92b164f6fffa637eeaa4b4c7e8b2f8d4fea4ef6c..baa5e3812d08114219d1f67032b0afacb21d6471 100644 --- a/landing/lenses/009240.json +++ b/landing/lenses/009240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009270.json b/landing/lenses/009270.json index 03b0aca2c04a8131e428e4b0b957f4aec270051f..424a68feadbdea719b69900c4b48d52fb91752ff 100644 --- a/landing/lenses/009270.json +++ b/landing/lenses/009270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 12.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 14.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009290.json b/landing/lenses/009290.json index b8c5910909307e9a4fb74d8f557d15fbe07c1036..200a9ffe3a6a787cbd0792e01a4f5cac236afda2 100644 --- a/landing/lenses/009290.json +++ b/landing/lenses/009290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009300.json b/landing/lenses/009300.json index 3c16ed6ad6d5a22af873d6bae69edc939e78aed8..7a376880f478b2bd0942f66c5b528f232a483909 100644 --- a/landing/lenses/009300.json +++ b/landing/lenses/009300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009310.json b/landing/lenses/009310.json index 36c194f7c40594e96bd2865b66978d71330b874c..1ecbdec15723bb1c73f341698f6581293dcb0113 100644 --- a/landing/lenses/009310.json +++ b/landing/lenses/009310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-03-11", "period": "2024", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-03-11", "period": "2024", "status": "derived", @@ -1134,7 +1134,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-03-11", "period": "2024", "status": "observed", @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009320.json b/landing/lenses/009320.json index b89aaf1c56c277e480af26e1dca190d015f55c7e..bc4859f60620f90dfb689db64ba919c1b3170755 100644 --- a/landing/lenses/009320.json +++ b/landing/lenses/009320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0093G0.json b/landing/lenses/0093G0.json index 98718737896750cf61d161f3a331c8422aec7a9e..a045a4287be9d962de64fdf1ab0a9e2654150206 100644 --- a/landing/lenses/0093G0.json +++ b/landing/lenses/0093G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -524,7 +524,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009410.json b/landing/lenses/009410.json index df7beb9659451dd363601b22463f598563fef38f..50ced0a946b24f8c46c2d8d2dae17728c484c214 100644 --- a/landing/lenses/009410.json +++ b/landing/lenses/009410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009420.json b/landing/lenses/009420.json index 982554168fa937d3ed0445869050cf15a3405f51..ee0b1771a6300956ce1768a282127fe5671deccd 100644 --- a/landing/lenses/009420.json +++ b/landing/lenses/009420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 10.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 11.94%). 최근 주가 하락이 반영된 결과", "D/EBITDA 33.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009440.json b/landing/lenses/009440.json index f6098f7d9023ab4c66bfd50ce5b14b99e6aee2d5..c8f4836173a552f2945ff02cacfb92f60fe70cce 100644 --- a/landing/lenses/009440.json +++ b/landing/lenses/009440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -942,7 +942,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1072,10 +1072,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1095,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009450.json b/landing/lenses/009450.json index f40c96dab60d87d3bc7071d23508e62a648f8635..5773212f0c4b4a8c6ba3e8812757e63e5d4b6436 100644 --- a/landing/lenses/009450.json +++ b/landing/lenses/009450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009460.json b/landing/lenses/009460.json index 90438d73917014c4ce3013ddb2491b579acbffbd..e4e451c47c45c84272641dad79d8fc047730dea1 100644 --- a/landing/lenses/009460.json +++ b/landing/lenses/009460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,10 +1107,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009470.json b/landing/lenses/009470.json index 304709eb22c6938b77df7320dc5f9b6105842d09..3410056050baf5b73c5f8ce97edfbc408dcb4ec3 100644 --- a/landing/lenses/009470.json +++ b/landing/lenses/009470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/009520.json b/landing/lenses/009520.json index 48084e3aa6b539c35afb188da319dd666305c4bd..38b8ec91eab1f376ec370b57529a658d2e82eebe 100644 --- a/landing/lenses/009520.json +++ b/landing/lenses/009520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009540.json b/landing/lenses/009540.json index 73786171a25b1808eeb451415caad2513a920165..84ff7fc838544a4d41a91d2747c9ec5ecf984751 100644 --- a/landing/lenses/009540.json +++ b/landing/lenses/009540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,14 +618,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -735,6 +735,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "009540", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "knowledgeBoundary": "2026-10-18" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 1.0, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.275, + "direction": "positive", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 1.0 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-16", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -745,10 +925,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -764,10 +944,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -791,10 +971,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -805,7 +985,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -829,7 +1009,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -969,7 +1149,8 @@ } }, "statusCounts": { - "partial": 3 + "partial": 3, + "usable": 1 }, "gaps": [ { @@ -1027,9 +1208,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.fx-export-revenue.companyEvidence", @@ -1060,8 +1243,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/009580.json b/landing/lenses/009580.json index a4f245da05f2aacbaafd0c06d217d0a3f4428399..3836dfdb158a80f8da7c9a396924dc8dfddc7200 100644 --- a/landing/lenses/009580.json +++ b/landing/lenses/009580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 17.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 20.45%). 최근 주가 하락이 반영된 결과", "D/EBITDA 37.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1460,88 +1460,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:55a1617e624d", - "target": "009580", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/009620.json b/landing/lenses/009620.json index 7f1756906c04d42416dde77e204ac8677c367ce0..617e0008e1ce2e55e67b03815af1fa14d370553e 100644 --- a/landing/lenses/009620.json +++ b/landing/lenses/009620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "자본구조 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 54.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 57.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009680.json b/landing/lenses/009680.json index b0d2f9729a1fe6c54d819c2cc03b250c0c045bb5..550f4362e68c6c4ead65a9afd3c823825373c537 100644 --- a/landing/lenses/009680.json +++ b/landing/lenses/009680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0096B0.json b/landing/lenses/0096B0.json index 65d5e8a09408c15df46e8ff9f2b7165d55f9419a..f8cf565d233b89a3cbee7a268ffc2b099d826815 100644 --- a/landing/lenses/0096B0.json +++ b/landing/lenses/0096B0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0096D0.json b/landing/lenses/0096D0.json index 2b3d510e3f84ff1e320c5c79b1555386c74d4f63..46a961af8c6470629d53e9e1414e56496ae22411 100644 --- a/landing/lenses/0096D0.json +++ b/landing/lenses/0096D0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009730.json b/landing/lenses/009730.json index f30b9c1b8bfb62e1a3fc86a2a329283a434adb96..b740809476d5f4a70f6d0ba6c348cd79aec7a62a 100644 --- a/landing/lenses/009730.json +++ b/landing/lenses/009730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 176.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 135.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009770.json b/landing/lenses/009770.json index b861c2e263a9e5f2099f6ce8f09634a6ecde5eb7..7be1f9cad31f42f00d4c6bd674ff62ada6796eaf 100644 --- a/landing/lenses/009770.json +++ b/landing/lenses/009770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009780.json b/landing/lenses/009780.json index 23925c52a71289166e76c392e0ce68c058548ad1..791b41eca037c7a44cdb8eccea6c75c571dd85b3 100644 --- a/landing/lenses/009780.json +++ b/landing/lenses/009780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0097F0.json b/landing/lenses/0097F0.json index 62a9a369168378131a592fd2a756aad6b90aad89..a74454d2a7c8faf002bc7faa919228357ebd3b19 100644 --- a/landing/lenses/0097F0.json +++ b/landing/lenses/0097F0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009810.json b/landing/lenses/009810.json index 632f9f24ebf8b41c4c06dd4d7cb0c7739d386a19..1e19a61d43a2ecbbda7754968d34c4cb14ac6e4d 100644 --- a/landing/lenses/009810.json +++ b/landing/lenses/009810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009830.json b/landing/lenses/009830.json index 3a675716f4d8137fec7f62666f95430fbf4318de..26fed6260ee1e9e297731f32f469e8d07cb3d703 100644 --- a/landing/lenses/009830.json +++ b/landing/lenses/009830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1599,88 +1599,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fd0b18e223ea", - "target": "009830", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.74 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0098T0.json b/landing/lenses/0098T0.json index 0fef04828588774d0bbd10601ac313fa4eb6f587..8abcc626f3b48154c60b8ecde1ca6eb39eb19021 100644 --- a/landing/lenses/0098T0.json +++ b/landing/lenses/0098T0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009900.json b/landing/lenses/009900.json index 03125391973062d0cfe971fb3fdf3140bb7c1aad..4e54cf8caa1d5056b6808e0f77ec1b71527a32ae 100644 --- a/landing/lenses/009900.json +++ b/landing/lenses/009900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,7 +857,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009970.json b/landing/lenses/009970.json index edda164141fe1bfdcef93f9277d7b29146dd63d8..52d12f574c457ca12ae3e8d4fbf1053e61a0c11f 100644 --- a/landing/lenses/009970.json +++ b/landing/lenses/009970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0099W0.json b/landing/lenses/0099W0.json index a823b053c72c96b85fe95cd2e2eb54474565a4ef..f04e390047abba1484744091590a4005e8210744 100644 --- a/landing/lenses/0099W0.json +++ b/landing/lenses/0099W0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -551,10 +551,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -569,10 +569,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0099X0.json b/landing/lenses/0099X0.json index a579337c7c059288e9285bc858e7690e3316e3fd..910b939e80305026e3b461e78f5b5298924210ba 100644 --- a/landing/lenses/0099X0.json +++ b/landing/lenses/0099X0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010040.json b/landing/lenses/010040.json index 4a1c1302b12c46ee6a884b9ed4f034d3b3baca51..6a582c9c370f68179e080d186a024e3656b8ef30 100644 --- a/landing/lenses/010040.json +++ b/landing/lenses/010040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.53%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010060.json b/landing/lenses/010060.json index ef8d54eaabebdb7b7f2b98fb2fc79ffaf4b09644..44938fe4f3c0fb4096da1b35eda0a9172c7f7a97 100644 --- a/landing/lenses/010060.json +++ b/landing/lenses/010060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -904,15 +904,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -937,8 +937,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,17 +983,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1062,7 +1062,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1071,7 +1071,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,10 +1121,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1139,10 +1139,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1483,88 +1483,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a4f5dc5e753b", - "target": "010060", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.78 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/010100.json b/landing/lenses/010100.json index e527f9ad7de5e9ba92d15bb6ead46a55c88a0fe7..3fdc312b6219a2ee121c485b9c17dc28e6e1b6c0 100644 --- a/landing/lenses/010100.json +++ b/landing/lenses/010100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010120.json b/landing/lenses/010120.json index ee17fe36b82737d1c1ed4187d92380bfe25adb0c..e075b0cea7a8a3867c0a9afb9a7d57471d4e775b 100644 --- a/landing/lenses/010120.json +++ b/landing/lenses/010120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 12.88, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 15.70, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 12.88, + "score": 15.7, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 14.07, + "grade": "dCR-A", + "score": 17.06, "assumptions": { "scenarioStress": "moderate" } @@ -838,6 +838,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -909,9 +914,8 @@ "notchAdjustment": { "totalNotch": 1, "reasons": [ - "시가총액 29조" - ], - "monotonicGate": "A+" + "시가총액 23조" + ] }, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1465,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,15 +1509,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/010130.json b/landing/lenses/010130.json index 0395b9943703d5298d1eb433935e819525ca7082..849a44cbed29e72c4f19982065363b21edc069ee 100644 --- a/landing/lenses/010130.json +++ b/landing/lenses/010130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 26.72, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 28.97, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 26.72, + "grade": "dCR-A", + "score": 28.97, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 27.18, + "score": 29.43, "assumptions": { "scenarioStress": "moderate" } @@ -838,11 +838,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -910,18 +905,19 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": { "totalNotch": 4, "reasons": [ "중대형기업 (매출 17조)", "캡티브금융 별도 D/EBITDA 0.3x (양호)", - "시가총액 21조" + "시가총액 19조" ] }, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 6.12%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -937,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1064,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1110,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1188,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1222,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1231,7 +1227,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1244,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1263,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1466,88 +1462,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:44564d7a7d25", - "target": "010130", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.483 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/010140.json b/landing/lenses/010140.json index 7379e4ada9713709797c81c0c1195943a401ed3a..7f6725863b7d03a4442b74c8a242b5292f3d2419 100644 --- a/landing/lenses/010140.json +++ b/landing/lenses/010140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ }, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 6.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 7.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1560,7 +1560,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1582,7 +1582,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1600,8 +1600,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/010170.json b/landing/lenses/010170.json index 96e1ea10fa12bfa6108a569fb25f1d702ce8bbb1..864fd1960c92e64a519a2ad5a073c3f4f7751288 100644 --- a/landing/lenses/010170.json +++ b/landing/lenses/010170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0101C0.json b/landing/lenses/0101C0.json index fcd18b53917000c93fb81377b829c92a5b3a39df..bd3dc8a45002a34a79dce2fdfdde91e3e080e44f 100644 --- a/landing/lenses/0101C0.json +++ b/landing/lenses/0101C0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010240.json b/landing/lenses/010240.json index db845ea456e6e6276b05a7122c20665621d9c1c2..a6658ae840fdc690c1d6166b38adf8063ac9edb2 100644 --- a/landing/lenses/010240.json +++ b/landing/lenses/010240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010280.json b/landing/lenses/010280.json index 8aaea06420a17852c37959f55a8061f2be6ef463..cb3f807c4c16ca56626702db1d84ba268efa4350 100644 --- a/landing/lenses/010280.json +++ b/landing/lenses/010280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010400.json b/landing/lenses/010400.json index 6632140481f7bf27e24e3ab664ecb67ff0ff186c..7c2d641a5ebe5bbe1693139a217358b076fdc2d7 100644 --- a/landing/lenses/010400.json +++ b/landing/lenses/010400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,7 +897,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1449,7 +1449,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1471,7 +1471,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1489,8 +1489,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/010420.json b/landing/lenses/010420.json index df6a2fe4609e8bdf39e6a6dad5154f38f1c0a38f..18f3995810767ab9cdb1c82815df1994993ddbb3 100644 --- a/landing/lenses/010420.json +++ b/landing/lenses/010420.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/010470.json b/landing/lenses/010470.json index ac035ec67149bc843c53baa13bf472329568acfc..44b4c03907eb44c4197683525f2e7b55f8162b88 100644 --- a/landing/lenses/010470.json +++ b/landing/lenses/010470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1457,88 +1457,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3cfa34df5794", - "target": "010470", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.528 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/010580.json b/landing/lenses/010580.json index efb279df44338206429df1cae087610935962cb9..28769f54a50c65e3765000425302f01b6533b94b 100644 --- a/landing/lenses/010580.json +++ b/landing/lenses/010580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0105P0.json b/landing/lenses/0105P0.json index 4144bcdf96adac7a74b16959e978d96a94feea50..66cafcd0fdb7f449e04cefcc0a8eda1a0f169232 100644 --- a/landing/lenses/0105P0.json +++ b/landing/lenses/0105P0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010600.json b/landing/lenses/010600.json index 9ae4b5f7a3220d93dd850b241ea6fab13a099951..98ffaeee3e5f6521965a421f97c32a4a486b709b 100644 --- a/landing/lenses/010600.json +++ b/landing/lenses/010600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -544,13 +544,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-23", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-23", "period": "2025", "status": "derived", @@ -974,7 +974,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-23", "period": "2025", "status": "observed", @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1085,10 +1085,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1112,10 +1112,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1130,10 +1130,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010620.json b/landing/lenses/010620.json index bce9da4b2ad219a66288b9d6e8fdf80a411500e6..0e8b57d9ee165a9a575a6717fbc90d87708b409d 100644 --- a/landing/lenses/010620.json +++ b/landing/lenses/010620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -610,6 +610,315 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "010620", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": "2024", + "retrievedAt": "2026-10-18" + }, + "period": "2024", + "knowledgeBoundary": "2026-10-18" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BBB", + "summary": "dCR 위험점수 26.39, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 8.5, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 1.7, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 38.12, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 5.72, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 32.73, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 3.27, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2024", + "period": "2024", + "status": "derived", + "sourceRef": "dartlab://credit/010620/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2024", + "period": "2024", + "status": "derived", + "sourceRef": "dartlab://credit/010620/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2024", + "period": "2024", + "status": "derived", + "sourceRef": "dartlab://credit/010620/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2024", + "period": "2024", + "status": "derived", + "sourceRef": "dartlab://credit/010620/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/010620/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 22.82, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/010620/axes/자본구조", + "status": "derived", + "detail": "위험점수 8.50, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/010620/axes/유동성", + "status": "derived", + "detail": "위험점수 38.12, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/010620/axes/현금흐름", + "status": "derived", + "detail": "위험점수 17.50, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/010620/axes/사업안정성", + "status": "derived", + "detail": "위험점수 32.73, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/010620/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BBB", + "score": 26.39, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB-", + "score": 27.47, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2025", + "score": 21.89, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2024", + "score": 28.8, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2023", + "score": 49.44, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2022", + "score": 34.81, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2021", + "score": 30.61, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2020", + "score": 21.43, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2019", + "score": 21.78, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2018", + "score": 19.86, + "grade": "BBB+", + "pdEstimate": 0.15 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.25, + "notchAdjustment": null, + "divergenceExplanation": [ + "유동성 축이 38점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -620,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -742,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-11-26", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -781,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -801,7 +1110,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-11-26", "period": "2024", "status": "derived", @@ -822,7 +1131,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-11-26", "period": "2024", "status": "observed", @@ -912,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -931,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -958,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -976,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -990,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1014,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1030,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1212,6 +1521,7 @@ }, "statusCounts": { "partial": 3, + "usable": 1, "blocked": 1 }, "gaps": [ @@ -1223,9 +1533,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "RuntimeError: 데이터 다운로드 실패 (010620, 정기보고서 데이터): HTTP Error 404: Not Found\n\n • 인터넷 연결을 확인하세요\n • 해당 종목이 dartlab 데이터셋에 포함되어 있는지 확인하세요\n → DART: 한국 상장기업 ~2,700개 / EDGAR: 미국 상장기업 ~970개\n • DART API " + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.position", diff --git a/landing/lenses/010640.json b/landing/lenses/010640.json index e925260aa083be4ebf137fe3b0edb87c190ade48..ce56442f2daeaa2f84e58320668940b74706a6c4 100644 --- a/landing/lenses/010640.json +++ b/landing/lenses/010640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,7 +927,7 @@ "divergenceExplanation": [ "유동성 축이 51점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.15%). 최근 주가 하락이 반영된 결과", "D/EBITDA 18.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -944,14 +944,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1300,10 +1300,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1354,7 +1354,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010660.json b/landing/lenses/010660.json index b47c4e6347a96eee69aab7cd5606e28df7b8494d..7084d3060120fe44342cb47c5aea58ed7df9a226 100644 --- a/landing/lenses/010660.json +++ b/landing/lenses/010660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010690.json b/landing/lenses/010690.json index e9e8f2d16e7c6962c7d88f3715fd1b87bcece17f..2ce44c441ab1f15b424abb4661a9c8d859ab2217 100644 --- a/landing/lenses/010690.json +++ b/landing/lenses/010690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 31.74, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 33.99, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 31.74, + "grade": "dCR-BBB-", + "score": 33.99, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 33.11, + "score": 35.36, "assumptions": { "scenarioStress": "moderate" } @@ -837,11 +837,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -909,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -919,6 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1093,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1259,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010770.json b/landing/lenses/010770.json index 1aa6cb28389019addb65f0beb910270106004c1c..b76ef030c252e0b801a4938f742b8629d7ee964b 100644 --- a/landing/lenses/010770.json +++ b/landing/lenses/010770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1289,10 +1289,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1307,10 +1307,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1361,7 +1361,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010780.json b/landing/lenses/010780.json index 5a51086bb52babc8a3082fe903d7f03b17abdd90..4868b9ba50e43f0955d5bfaaef1295cda6e77553 100644 --- a/landing/lenses/010780.json +++ b/landing/lenses/010780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010820.json b/landing/lenses/010820.json index ed1a40c018e652e90dfe404a3adb6c5801332b5d..4cf11428b6018b2a6a0dcbac4736d6e8d161ed95 100644 --- a/landing/lenses/010820.json +++ b/landing/lenses/010820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,14 +622,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -739,146 +739,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "010820", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": null, - "knowledgeBoundary": "2026-10-12" - }, - "status": "partial", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "low", - "score": 34.7, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "price", - "label": "가격 반응", - "score": -0.5, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": null, - "status": "derived", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": null, - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.5 - } - ], - "evidence": [ - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-10-12", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -889,10 +749,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -908,10 +768,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -931,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1033,7 +893,7 @@ } }, "statusCounts": { - "partial": 3, + "partial": 2, "usable": 1 }, "gaps": [ @@ -1092,25 +952,9 @@ "engine": "industry" }, { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings", - "engine": "quant" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise", - "engine": "quant" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1128,7 +972,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/010950.json b/landing/lenses/010950.json index bfb1b99cc0eb68f2e5f483a2e6f9f1a9fd4980a0..5af4cf282cfc77553872f3181b1edc0f52de7224 100644 --- a/landing/lenses/010950.json +++ b/landing/lenses/010950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,88 +1603,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4abcd46264e3", - "target": "010950", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.666 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/010960.json b/landing/lenses/010960.json index 67d6032a38c0d024d07bc8bcb6020aeeb5972a84..b59d92b6f289bdeff46368e7bda043742c219fa7 100644 --- a/landing/lenses/010960.json +++ b/landing/lenses/010960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 3.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 4.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/011000.json b/landing/lenses/011000.json index 0efda64daa04a644be677534baa24c59154d0f3a..612e2dd616a6784aa31bd7588b50f2629469e834 100644 --- a/landing/lenses/011000.json +++ b/landing/lenses/011000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1713.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1742.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-07-21", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-07-21", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-07-21", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011040.json b/landing/lenses/011040.json index 4322afcef2905270599dd707446f52121e2236f8..f6e7ada8be56d2323b72481859d5878c25ab77c5 100644 --- a/landing/lenses/011040.json +++ b/landing/lenses/011040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011070.json b/landing/lenses/011070.json index f56b620f1ca10d6c73e67772070c118b9e0c85b0..96590499e374666342a2518bce05693b06973269 100644 --- a/landing/lenses/011070.json +++ b/landing/lenses/011070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 9.31, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 11.62, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA-", - "score": 9.31, + "grade": "dCR-A+", + "score": 11.62, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 9.68, + "grade": "dCR-A+", + "score": 12.03, "assumptions": { "scenarioStress": "moderate" } @@ -908,8 +908,15 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.03, - "notchAdjustment": null, + "pdEstimate": 0.04, + "notchAdjustment": { + "totalNotch": 3, + "reasons": [ + "중대형기업 (매출 22조)", + "캡티브금융 별도 D/EBITDA 0.0x (양호)" + ], + "monotonicGate": "A+" + }, "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", @@ -927,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011080.json b/landing/lenses/011080.json index cebb870fa940e22b5f775e557ed785a7ef399c55..3a49258f15c2799d98b4e9415bc3cd976f3f56a6 100644 --- a/landing/lenses/011080.json +++ b/landing/lenses/011080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 87.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 87.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011090.json b/landing/lenses/011090.json index 2e1e48651aa6085f9ad7f964f49f3ca1261d51b9..a2342d8a12cd3758325fdb0b1da3e475cbe9da40 100644 --- a/landing/lenses/011090.json +++ b/landing/lenses/011090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "현금흐름 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 70.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 55.05%). 최근 주가 하락이 반영된 결과", "D/EBITDA 43.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011150.json b/landing/lenses/011150.json index a90661cde1a0fb384b71a9e3b65ba601edee9705..03c58ade4f90a92bb68d9c863e38d7720848ea92 100644 --- a/landing/lenses/011150.json +++ b/landing/lenses/011150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011160.json b/landing/lenses/011160.json index 3bf6e94ea852dbaa9b3cdb888ddc0b646707a9fe..6d51b74ae50e5827ee56d130fc6477f6ed98f83f 100644 --- a/landing/lenses/011160.json +++ b/landing/lenses/011160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011170.json b/landing/lenses/011170.json index e00db19277444790e2a06a3e0cc8da3f9d32206e..aa3f64b3b6008f1c2833a3bf692c77873aaedbb6 100644 --- a/landing/lenses/011170.json +++ b/landing/lenses/011170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 31.23, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 33.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 31.23, + "grade": "dCR-A-", + "score": 33.48, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 31.78, + "grade": "dCR-A-", + "score": 34.03, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": { "totalNotch": 4, "reasons": [ @@ -919,6 +919,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.28%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -934,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1087,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1169,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011200.json b/landing/lenses/011200.json index 5007ce8a5a0989f2991239c4f17366d92b69221b..5754ddf2802752d8f9b50a19111d59fb02739c1b 100644 --- a/landing/lenses/011200.json +++ b/landing/lenses/011200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011210.json b/landing/lenses/011210.json index 9206233cb0bb131414065fb8356f61ffb9bf505a..0269223880e644f75f3c2ee01ffba41347ed4d6b 100644 --- a/landing/lenses/011210.json +++ b/landing/lenses/011210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011230.json b/landing/lenses/011230.json index 5f5df5a3dac5685e4514df54e9bdf2c91d41fbaf..d40ccf4fd64450f34f36aa280d9fe9a53308ad7b 100644 --- a/landing/lenses/011230.json +++ b/landing/lenses/011230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -548,18 +548,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-B-", - "summary": "dCR 위험점수 64.20, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 66.03, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -611,12 +611,12 @@ "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 레버리지 부담이 있다.", + "label": "자본구조는 과도한 부채로 구조적 위험이 존재한다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,12 +649,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/011230/axes/자본구조", "status": "derived", - "detail": "위험점수 39.86, 가중치 20%" + "detail": "위험점수 48.10, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -744,14 +744,14 @@ "id": "base", "label": "기준", "grade": "dCR-B-", - "score": 64.2, + "score": 66.03, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B-", - "score": 64.86, + "score": 66.56, "assumptions": { "scenarioStress": "moderate" } @@ -779,51 +779,51 @@ "gradeHistory": [ { "period": "2026", - "score": 67.89, - "grade": "B-", - "pdEstimate": 10.0 + "score": 74.89, + "grade": "CCC", + "pdEstimate": 15.0 }, { "period": "2025", - "score": 68.14, - "grade": "B-", - "pdEstimate": 10.0 + "score": 71.44, + "grade": "CCC", + "pdEstimate": 15.0 }, { "period": "2024", - "score": 69.76, - "grade": "B-", - "pdEstimate": 10.0 + "score": 72.56, + "grade": "CCC", + "pdEstimate": 15.0 }, { "period": "2023", - "score": 54.44, - "grade": "B+", - "pdEstimate": 4.0 + "score": 56.79, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2022", - "score": 61.23, - "grade": "B", - "pdEstimate": 7.0 + "score": 64.03, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2021", - "score": 61.25, - "grade": "B", - "pdEstimate": 7.0 + "score": 64.05, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2020", - "score": 61.92, - "grade": "B", - "pdEstimate": 7.0 + "score": 64.72, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2019", - "score": 54.3, - "grade": "B+", - "pdEstimate": 4.0 + "score": 57.8, + "grade": "B", + "pdEstimate": 7.0 } ], "coverage": { @@ -839,7 +839,7 @@ "divergenceExplanation": [ "유동성 축이 87점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 59.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 52.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011280.json b/landing/lenses/011280.json index 95ffb7ee9033aefe42e0fb2c7c778f966d0fbadc..ed48ddd08dd304081e838a26e0a7217808d7d4ea 100644 --- a/landing/lenses/011280.json +++ b/landing/lenses/011280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011300.json b/landing/lenses/011300.json index e5fc3fb5b3d5cf145a3d134c4a7422dcc0fa8a31..3cf9905ec76f05fdf375f9dd0e04a511530227cd 100644 --- a/landing/lenses/011300.json +++ b/landing/lenses/011300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -841,7 +841,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1016,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,10 +1069,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011320.json b/landing/lenses/011320.json index d5b60303b52aa198a651f746bcbe22c9d2551a72..fa74f569eda4be421215a950428e8e35eb32c7d6 100644 --- a/landing/lenses/011320.json +++ b/landing/lenses/011320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011330.json b/landing/lenses/011330.json index 7e9af7d97f907cc8524c8dbfc9c5d3d38044c6b4..e9b6ff05180038d39a1dbac722390974c8628295 100644 --- a/landing/lenses/011330.json +++ b/landing/lenses/011330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 47.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011370.json b/landing/lenses/011370.json index 14c727afd97c2b389f36440d9510a10d853e48c2..2a46d193203cacb761f58ed8ff670984577e9050 100644 --- a/landing/lenses/011370.json +++ b/landing/lenses/011370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011390.json b/landing/lenses/011390.json index ffce104aadcc8ee59cbfcd186314f6ec5bcdd83f..62ccc1af7f19709fc27055c3b57fd69cb57d02fe 100644 --- a/landing/lenses/011390.json +++ b/landing/lenses/011390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 14.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 16.57%). 최근 주가 하락이 반영된 결과", "D/EBITDA 30.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011400.json b/landing/lenses/011400.json index 7608be30151b0d9880fd863bc6a8626eff27efe0..287186a7852434c18e1eb492e2ea0292c3dec76f 100644 --- a/landing/lenses/011400.json +++ b/landing/lenses/011400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011420.json b/landing/lenses/011420.json index a1ff19287285b0cca624a420ed83a03394a5c918..8e0be6b6d8bf297ec33bd318bf5fef19568fd463 100644 --- a/landing/lenses/011420.json +++ b/landing/lenses/011420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1068,8 +1068,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1099,10 +1099,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011500.json b/landing/lenses/011500.json index 0a3342c2e072689f8ed01f7b7a34b711f1b9f012..7ece36af2da00e0cf5c2b56e1bb147d52820ee70 100644 --- a/landing/lenses/011500.json +++ b/landing/lenses/011500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011560.json b/landing/lenses/011560.json index ebf3467386f173ff0aa9054014d5a5c8483095f8..be0568caad9c070e62eab348082dff0bc8dd6ad9 100644 --- a/landing/lenses/011560.json +++ b/landing/lenses/011560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/0115H0.json b/landing/lenses/0115H0.json index ea79448ee9ed6c13e9a4c0a60c2ab9323744fe7f..81ab31234bc6bba4192dd4d066415237d3a0a8f3 100644 --- a/landing/lenses/0115H0.json +++ b/landing/lenses/0115H0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -511,146 +511,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "0115H0", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": null, - "knowledgeBoundary": "2026-10-12" - }, - "status": "partial", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "low", - "score": 34.7, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "price", - "label": "가격 반응", - "score": 0.5, - "direction": "positive", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": null, - "status": "derived", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": null, - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.5 - } - ], - "evidence": [ - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-10-12", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -661,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -952,7 +812,7 @@ } }, "statusCounts": { - "partial": 3, + "partial": 2, "blocked": 2 }, "gaps": [ @@ -1076,25 +936,9 @@ "engine": "industry" }, { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings", - "engine": "quant" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise", - "engine": "quant" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.company.sectorKey", @@ -1154,7 +998,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/011690.json b/landing/lenses/011690.json index 3c990f665a2f007506b2480e9cb208cc50a01c35..04e51557ce88f3de3d02318669a8d70e117e8dcd 100644 --- a/landing/lenses/011690.json +++ b/landing/lenses/011690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011700.json b/landing/lenses/011700.json index 80e5b1d35668b8f10a4ebe4f9d9e6149f06da0f0..2ead20b1e030dcdc2a31dae0ce799a8096edc3f4 100644 --- a/landing/lenses/011700.json +++ b/landing/lenses/011700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011760.json b/landing/lenses/011760.json index 7c6269163081648226575e94d9d302adf8db7d53..769a78d259e2ec8e8ec2a0aa95267ba196f26ff0 100644 --- a/landing/lenses/011760.json +++ b/landing/lenses/011760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,15 +1508,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/011780.json b/landing/lenses/011780.json index 744ee2633a12cbbe177ee516970122827408c4f4..02696d5ee69d0ee0f48d09c7809f3c3b4ca82021 100644 --- a/landing/lenses/011780.json +++ b/landing/lenses/011780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011790.json b/landing/lenses/011790.json index 69d07d5cb49851a9a45f2141538bfeefc7036b86..e43be586133369ec93e671d487f53a8bb10261b6 100644 --- a/landing/lenses/011790.json +++ b/landing/lenses/011790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,10 +1128,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0117P0.json b/landing/lenses/0117P0.json index 77bb638d4f615fb32b265057f1a0657a80386442..48d486d4a393ce2e6feba1e275edda97fae90a97 100644 --- a/landing/lenses/0117P0.json +++ b/landing/lenses/0117P0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011810.json b/landing/lenses/011810.json index 0c10a5947b914487d517cbd582ca65733aa6b524..d4b9c7b3a88910feaaccec624cedd9dbc1ebaadf 100644 --- a/landing/lenses/011810.json +++ b/landing/lenses/011810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011930.json b/landing/lenses/011930.json index 6cb3171c0192f646754f9de63998fa7b36f40d8c..7f492d0a1d124f77c4a392b3c05545c4508bc961 100644 --- a/landing/lenses/011930.json +++ b/landing/lenses/011930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 40.64, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 44.60, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 40.64, + "grade": "dCR-BB+", + "score": 44.6, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 41.2, + "grade": "dCR-BB+", + "score": 45.13, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -917,6 +917,7 @@ "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 15.49%). 최근 주가 하락이 반영된 결과", "D/EBITDA 174.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,15 +1061,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1093,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1227,7 +1228,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1240,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1259,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1513,88 +1514,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ecddc44adae2", - "target": "011930", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.58 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/012030.json b/landing/lenses/012030.json index 524f088fe32860064830b3605cb510218c30ab50..38681f6d9549110f48ef539b4b01856931b074c9 100644 --- a/landing/lenses/012030.json +++ b/landing/lenses/012030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1200,13 +1200,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0120G0.json b/landing/lenses/0120G0.json index 205738a1a8e1041bc8123ab6016eec7031949d1c..658a0f5a160824d9fa75aab2aeacc365354cf91f 100644 --- a/landing/lenses/0120G0.json +++ b/landing/lenses/0120G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012160.json b/landing/lenses/012160.json index 5aa692d498997b2add0688e332ee87e165f457f0..a6b6a2b4e73a8dedd0c229000d5aee83f923f268 100644 --- a/landing/lenses/012160.json +++ b/landing/lenses/012160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012170.json b/landing/lenses/012170.json index 9b7bc4f73a0457b9d3abfc8a6b5c132fa895fd87..2fb198a6a7c5eaab40e27dc6c93fa893355c4b45 100644 --- a/landing/lenses/012170.json +++ b/landing/lenses/012170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1390,7 +1390,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1412,7 +1412,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1430,8 +1430,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/012200.json b/landing/lenses/012200.json index 87cc7d7cf304b50faf3fb7ab2176bbf21e9e12c6..87893ca9d0ae5d9fa68cc1c9140b60c2c1b8b805 100644 --- a/landing/lenses/012200.json +++ b/landing/lenses/012200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -730,12 +730,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,10 +1296,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012210.json b/landing/lenses/012210.json index 01c29c03976f96da0ab396240b9e1f9d9c911106..b7ad2a0b9f7830b950eb91c48346d2dab6c37ad9 100644 --- a/landing/lenses/012210.json +++ b/landing/lenses/012210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025Q4", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025Q4", "status": "derived", @@ -433,13 +433,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -610,14 +610,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -737,10 +737,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -756,8 +756,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -787,10 +787,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -800,7 +800,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -809,7 +809,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -896,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012280.json b/landing/lenses/012280.json index 5dc16da6650e04db7f4182732db3dadc45c723ff..e15fa4cdc0f2f6ab1b1f53f46141bfee78bc698b 100644 --- a/landing/lenses/012280.json +++ b/landing/lenses/012280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 29.20, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.45, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 29.2, + "score": 31.45, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 30.43, + "grade": "dCR-BB+", + "score": 32.68, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,6 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1071,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1084,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1108,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1121,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1124,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1211,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012320.json b/landing/lenses/012320.json index c223ee5ec0baa6b5316fec921d4bf7a5dc02b491..1e2fc92c3b8c92518f85599fcd33a3917d028a0e 100644 --- a/landing/lenses/012320.json +++ b/landing/lenses/012320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,10 +989,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012330.json b/landing/lenses/012330.json index b426de75ec7483f0a5b89d336b42097ae2fb973d..d11074760e955482392178df9d85f2dd1fe498fc 100644 --- a/landing/lenses/012330.json +++ b/landing/lenses/012330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1595,12 +1595,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:955435b1d129", + "target": "012330", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/012340.json b/landing/lenses/012340.json index dc08bbf018e1cb435e59fa90f78f8d26d47ed784..1624d700d2f15cb7ab98a4f2dcd341e04ba4ee14 100644 --- a/landing/lenses/012340.json +++ b/landing/lenses/012340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 149.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 144.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012450.json b/landing/lenses/012450.json index 3a67e03d44a550cebea7bd8155c129e5f26a505e..3edd9b340b4d8ff17bac135080961ef61293ffb4 100644 --- a/landing/lenses/012450.json +++ b/landing/lenses/012450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,15 +1506,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/012510.json b/landing/lenses/012510.json index 4f8154ec8a06c62e067a841898bb7bc8570c8d5a..df737c0603b75e0fa31f9d24b0d2f7e3d2d1e564 100644 --- a/landing/lenses/012510.json +++ b/landing/lenses/012510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-25", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-25", "period": "2025", "status": "derived", @@ -1145,7 +1145,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-25", "period": "2025", "status": "observed", @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012580.json b/landing/lenses/012580.json index b9e2e705fda6537e7b67dda122a30b59e86fda2e..44bcb2f9de27eb417178189f23d9ed6eb25e6e05 100644 --- a/landing/lenses/012580.json +++ b/landing/lenses/012580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012600.json b/landing/lenses/012600.json index 02398c7c6abe40329f6b1552ac5428af8b1f1a04..9fed5f8ccb19491afe261a9a5e5a0eaf8650a450 100644 --- a/landing/lenses/012600.json +++ b/landing/lenses/012600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012610.json b/landing/lenses/012610.json index 4ab82831dc2a25984a1449e4562617162fbed973..0faeaa776b26a0b8a53da4cfa1d6344010e164ca 100644 --- a/landing/lenses/012610.json +++ b/landing/lenses/012610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1555,88 +1555,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:aba389037f8e", - "target": "012610", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.37 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/012620.json b/landing/lenses/012620.json index f0c9bc4d438132a80f775f87fa577d6c043b71bb..057630a83b32c0d7a1d1af3fa43e7cc53d45f1bc 100644 --- a/landing/lenses/012620.json +++ b/landing/lenses/012620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,311 +611,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "012620", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-10-12", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-10-12" - }, - "period": "2025", - "knowledgeBoundary": "2026-10-12" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.99, 전망 부정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 23.36, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 2.34, - "sourceRef": "axes.사업안정성" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 45.87, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 6.88, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 45.49, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 6.82, - "sourceRef": "axes.현금흐름" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 레버리지 부담이 있다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/012620/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/012620/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 소재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/012620/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 부족하여 차환/유동성 위험이 높다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/012620/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/012620/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 35.18, 가중치 30%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/012620/axes/자본구조", - "status": "derived", - "detail": "위험점수 31.86, 가중치 15%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/012620/axes/유동성", - "status": "derived", - "detail": "위험점수 45.87, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/012620/axes/현금흐름", - "status": "derived", - "detail": "위험점수 45.49, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/012620/axes/사업안정성", - "status": "derived", - "detail": "위험점수 23.36, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/012620/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BBB-", - "score": 28.99, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 29.64, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 4.15, - "grade": "AA+", - "pdEstimate": 0.01 - }, - { - "period": "2025", - "score": 28.86, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2024", - "score": 17.77, - "grade": "A-", - "pdEstimate": 0.08 - }, - { - "period": "2023", - "score": 20.42, - "grade": "BBB+", - "pdEstimate": 0.15 - }, - { - "period": "2022", - "score": 28.23, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2021", - "score": 20.98, - "grade": "BBB+", - "pdEstimate": 0.15 - }, - { - "period": "2020", - "score": 41.96, - "grade": "BB", - "pdEstimate": 1.5 - }, - { - "period": "2019", - "score": 15.54, - "grade": "A", - "pdEstimate": 0.06 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-5", - "pdEstimate": 0.4, - "notchAdjustment": null, - "divergenceExplanation": [ - "유동성 축이 46점으로 등급 하방 압력", - "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -926,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1043,186 +738,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "012620", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "knowledgeBoundary": "2026-10-12" - }, - "status": "usable", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "medium", - "score": 65.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": -0.244, - "direction": "negative", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": 0.075, - "direction": "neutral", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.5, - "direction": "positive", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.244 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.5 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-10-12", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1233,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1378,7 +893,7 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "usable": 1 }, "gaps": [ { @@ -1389,11 +904,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1438,11 +951,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1459,8 +970,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/012630.json b/landing/lenses/012630.json index 504e8562837411fb477cadf26f1e6d2778356cb8..07ed59e00685c6231cba8f0f12e55c1fd6d2a348 100644 --- a/landing/lenses/012630.json +++ b/landing/lenses/012630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -900,19 +900,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -933,8 +933,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,17 +979,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1058,7 +1058,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1067,7 +1067,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1368,12 +1368,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:eaac74cd4a94", + "target": "012630", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/012690.json b/landing/lenses/012690.json index 9ebcc0b5764d1fdea71d1c1f24b180f557d39663..c870258ca55aa7f831e23eceb9d28ac9cde29f4b 100644 --- a/landing/lenses/012690.json +++ b/landing/lenses/012690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0126Z0.json b/landing/lenses/0126Z0.json index dcb95a0e416bd5570044eec0e49753246a0abb90..3091efe9f537864a4745670c4f8ce3fc4f3a83bf 100644 --- a/landing/lenses/0126Z0.json +++ b/landing/lenses/0126Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -347,14 +347,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -474,10 +474,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -506,8 +506,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -546,7 +546,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -614,10 +614,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -633,10 +633,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -656,7 +656,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012700.json b/landing/lenses/012700.json index 5f0e8d18fb8ca29a636fc6ab3a8cd04ce1c57f70..67eeacf56a89fb53013c2726a89aad9a796ab0e0 100644 --- a/landing/lenses/012700.json +++ b/landing/lenses/012700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -945,14 +945,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1160,8 +1160,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1196,7 +1196,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1252,10 +1252,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1271,10 +1271,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012750.json b/landing/lenses/012750.json index 5c1d766ad27263d6ae59e28ea55460c0308da641..3b8c2308ef589578b94f78bfaca1989c5df69e26 100644 --- a/landing/lenses/012750.json +++ b/landing/lenses/012750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-AA+", - "summary": "dCR 위험점수 3.49, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AAA", + "summary": "dCR 위험점수 2.49, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA+", - "score": 3.49, + "grade": "dCR-AAA", + "score": 2.49, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA+", - "score": 3.73, + "grade": "dCR-AAA", + "score": 2.73, "assumptions": { "scenarioStress": "moderate" } @@ -905,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.01, + "pdEstimate": 0.0, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012790.json b/landing/lenses/012790.json index d75e6ab6e9532e9dae11291e873cb122d9d9bc9b..d525b6669240560ddc45fd1cc2c7beb0c9b8b546 100644 --- a/landing/lenses/012790.json +++ b/landing/lenses/012790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012800.json b/landing/lenses/012800.json index 167b3ebcb250ff1df26c70610fcd556347ceb3d2..6a10d5545b281f74459b51b6757e7cc5e5b5e869 100644 --- a/landing/lenses/012800.json +++ b/landing/lenses/012800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012860.json b/landing/lenses/012860.json index f98da41bda6432e4c1d2c7ea658db7266cd793e9..6f3e4e10669f4959097d37d4a34fbd32a3cb702b 100644 --- a/landing/lenses/012860.json +++ b/landing/lenses/012860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,15 +1061,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,13 +1213,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1463,12 +1463,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9dfb8e9a4cec", + "target": "012860", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.384 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0129K0.json b/landing/lenses/0129K0.json index a6554bce5746bb74f1a8b3f7e013eddfcf9c82d7..a7a7318c32358be27884b719718a9f90d32d87a2 100644 --- a/landing/lenses/0129K0.json +++ b/landing/lenses/0129K0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013000.json b/landing/lenses/013000.json index dbac6f2e213aa35428a1bfbb1cb73cc4362131c1..386e9f9c47f7aa9ee5d3e46e8f71b43961c7f633 100644 --- a/landing/lenses/013000.json +++ b/landing/lenses/013000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013030.json b/landing/lenses/013030.json index 5d1325a852365fcf881d5aadb58b29f74c11eb10..a80627c68ae41de3bac61603fe6b693c66320b88 100644 --- a/landing/lenses/013030.json +++ b/landing/lenses/013030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1045,19 +1045,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,7 +1203,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1212,7 +1212,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1659,12 +1659,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:277ea0a0d5cf", + "target": "013030", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.555 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0130D0.json b/landing/lenses/0130D0.json index a4d1a93e69bfd8e2eef4c63206cf0bbd766ec997..6ad1d0ed524f64e4c921646e79a36bac3729ecf1 100644 --- a/landing/lenses/0130D0.json +++ b/landing/lenses/0130D0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/0130H0.json b/landing/lenses/0130H0.json index 5f0ef0e5701e714a77067119fb9b15bfc42d751a..af7f7247b575b4c6974251a4e2c525a7a0ecad4c 100644 --- a/landing/lenses/0130H0.json +++ b/landing/lenses/0130H0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013120.json b/landing/lenses/013120.json index 1709878a34ae3cf96f26a58a86e58e4a4d9c6b88..c33c154e9ae4b88201160589a01d831e013c416d 100644 --- a/landing/lenses/013120.json +++ b/landing/lenses/013120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0131D0.json b/landing/lenses/0131D0.json index e597b1b4191fa1832219ed270cecf13e58af9921..c263bf5caf2d501cf49ce205d8ecd1a8f4bb2e44 100644 --- a/landing/lenses/0131D0.json +++ b/landing/lenses/0131D0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/0132G0.json b/landing/lenses/0132G0.json index d48b2c98d2c7df00964b59e894273f70a6e925bf..0f4f386f239dee68b155955655b052db4cbc906a 100644 --- a/landing/lenses/0132G0.json +++ b/landing/lenses/0132G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013310.json b/landing/lenses/013310.json index 0e80238627890acd87e11c6787bf552c9bc12062..6f022b78625d4c4932698f91e6eca5ad11a01a9d 100644 --- a/landing/lenses/013310.json +++ b/landing/lenses/013310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/013340.json b/landing/lenses/013340.json index 6f0e14c228f376b3bb8574e0a413ba9bef2ba4f5..1320fe3a0ab52afd47742035aad25e55fce51921 100644 --- a/landing/lenses/013340.json +++ b/landing/lenses/013340.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], @@ -746,7 +746,7 @@ { "engine": "credit", "status": "blocked", - "reason": "RuntimeError: 데이터 다운로드 실패 (013340, 재무 숫자 데이터): HTTP Error 404: Not Found\n\n • 인터넷 연결을 확인하세요\n • 해당 종목이 dartlab 데이터셋에 포함되어 있는지 확인하세요\n → DART: 한국 상장기업 ~2,700개 / EDGAR: 미국 상장기업 ~970개\n • DART API " + "reason": "RuntimeError: 데이터 다운로드 실패 (013340, 재무 숫자 데이터): HTTP Error 404: Not Found\n\n • 인터넷 연결을 확인하세요\n • 해당 종목이 dartlab 데이터셋에 포함되어 있는지 확인하세요\n → DART: 한국 상장기업 ~2,700개 / EDGAR: 미국 상장기업 ~970개\n • DART 공시 문" }, { "id": "industry.position", diff --git a/landing/lenses/013360.json b/landing/lenses/013360.json index b9b6181e01fbc77c0d2ebfa231a4f626319cf779..f61343102054fc7030e705811c7dd6c3b8caf629 100644 --- a/landing/lenses/013360.json +++ b/landing/lenses/013360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 13.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 15.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0134X0.json b/landing/lenses/0134X0.json index 02ad857ca6adaa6d07971ba635e006e0e3260ad1..fffbfe439b33073974803117219df33435211d91 100644 --- a/landing/lenses/0134X0.json +++ b/landing/lenses/0134X0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013520.json b/landing/lenses/013520.json index 12602add604fa5c1828a14f7fd3253d27408f5f2..f9d0785d7072acd6a87d38f859c516112a57dd9d 100644 --- a/landing/lenses/013520.json +++ b/landing/lenses/013520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1388,7 +1388,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1410,7 +1410,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1428,8 +1428,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/013570.json b/landing/lenses/013570.json index 0ad5906edfd389900d081bc227d7933480ee1f24..0e96bbff146d2bfc9ee86fa41f8ea03d3373c59a 100644 --- a/landing/lenses/013570.json +++ b/landing/lenses/013570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -935,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013580.json b/landing/lenses/013580.json index 73d83c4b13bd2c422af4b57cb5a923c206d4c92a..78f03f74b175729c9f4c05680d65f97b6e9b2d3c 100644 --- a/landing/lenses/013580.json +++ b/landing/lenses/013580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013700.json b/landing/lenses/013700.json index 654e2db13336606fcfafed2ed4c464b2e543f017..ab13c184e7348af7fd0cf28cf8c88d49be6ab3dd 100644 --- a/landing/lenses/013700.json +++ b/landing/lenses/013700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -609,310 +609,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "013700", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-10-12", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-10-12" - }, - "period": "2025", - "knowledgeBoundary": "2026-10-12" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 29.30, 전망 긍정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 20.0, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 3.0, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 61.41, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 9.21, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 33.72, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 3.37, - "sourceRef": "axes.사업안정성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/013700/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/013700/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 양호한 수준이다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/013700/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 부족하여 차환/유동성 위험이 높다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/013700/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/013700/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 23.69, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/013700/axes/자본구조", - "status": "derived", - "detail": "위험점수 24.22, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/013700/axes/유동성", - "status": "derived", - "detail": "위험점수 61.41, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/013700/axes/현금흐름", - "status": "derived", - "detail": "위험점수 20.00, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/013700/axes/사업안정성", - "status": "derived", - "detail": "위험점수 33.72, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/013700/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BBB-", - "score": 29.3, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 30.96, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 18.16, - "grade": "A-", - "pdEstimate": 0.08 - }, - { - "period": "2025", - "score": 26.19, - "grade": "BBB", - "pdEstimate": 0.25 - }, - { - "period": "2024", - "score": 60.73, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2023", - "score": 52.7, - "grade": "B+", - "pdEstimate": 4.0 - }, - { - "period": "2022", - "score": 57.61, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2021", - "score": 66.74, - "grade": "B-", - "pdEstimate": 10.0 - }, - { - "period": "2020", - "score": 58.02, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2019", - "score": 21.52, - "grade": "BBB+", - "pdEstimate": 0.15 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.4, - "notchAdjustment": null, - "divergenceExplanation": [ - "유동성 축이 61점으로 등급 하방 압력", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -923,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1040,186 +736,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "013700", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "knowledgeBoundary": "2026-10-12" - }, - "status": "usable", - "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 0.422, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": 0.505, - "direction": "positive", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.5, - "direction": "positive", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.422 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "confirmation" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.5 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-10-12", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "confirmation" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1230,10 +746,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +765,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +788,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1375,7 +891,7 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "usable": 1 }, "gaps": [ { @@ -1386,11 +902,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1435,11 +949,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1456,8 +968,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/013720.json b/landing/lenses/013720.json index 10873c1c30f322a61d0d9a78605ad980c940dae8..d74e0ca3214789a6b053b31d77f015cf7ca7ce2a 100644 --- a/landing/lenses/013720.json +++ b/landing/lenses/013720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5f7371e50f4e", - "target": "013720", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.365 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/013810.json b/landing/lenses/013810.json index ccfa43e75b055e95503cae8845d60dc2b70c41d1..973e6d78a44901d5f8f4225c19df0bbd6917b877 100644 --- a/landing/lenses/013810.json +++ b/landing/lenses/013810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013870.json b/landing/lenses/013870.json index 5ea40e94c3006569f14dc65cb750823fbc6dd4e4..40bed877d6af1cfcd848a478fa5035759f9db01e 100644 --- a/landing/lenses/013870.json +++ b/landing/lenses/013870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1607,7 +1607,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1629,7 +1629,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1647,8 +1647,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/013890.json b/landing/lenses/013890.json index 2db10c985cdcf8b4963cc9f70b2521aaccf9c884..9386ad4910a6d3aa59ef3068f69c4ca11121f52b 100644 --- a/landing/lenses/013890.json +++ b/landing/lenses/013890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013990.json b/landing/lenses/013990.json index 2f7124912c1cf0cf88c5cfe8cde26ca751ffd173..381372af10ec31881cd4812544281c25434d3cba 100644 --- a/landing/lenses/013990.json +++ b/landing/lenses/013990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014100.json b/landing/lenses/014100.json index abf21a69bbf7795e9d454e2f08e862584f376a03..209da331a920682c58700b1886b2803491c505a8 100644 --- a/landing/lenses/014100.json +++ b/landing/lenses/014100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 52.95, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 49.51, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 52.95, + "score": 49.51, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 53.38, + "score": 49.97, "assumptions": { "scenarioStress": "moderate" } @@ -918,7 +918,6 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 11.32%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -934,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1127,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1227,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1260,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014130.json b/landing/lenses/014130.json index 75fe1812afb5f82c969120624de2b863c2e08b7f..40414b31a281c10487120d1440b1be0bd50873c5 100644 --- a/landing/lenses/014130.json +++ b/landing/lenses/014130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014160.json b/landing/lenses/014160.json index a1a5c19d1692caed991db4ee71983d09dddcb95b..af5cb0b2f19524e7f41f38e2d2d6a458a9db8843 100644 --- a/landing/lenses/014160.json +++ b/landing/lenses/014160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 36.04, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 40.27, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 36.04, + "grade": "dCR-BB+", + "score": 40.27, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 36.58, + "grade": "dCR-BB+", + "score": 40.78, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -918,6 +918,7 @@ "divergenceExplanation": [ "현금흐름 축이 60점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 10.31%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-09-16", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1093,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-09-16", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-09-16", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-16", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1220,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014190.json b/landing/lenses/014190.json index 5d91d30402ef1e745800c654a2e0255414e9a8a7..25551283c9387dc5f109b9ee1e162e69845b61e2 100644 --- a/landing/lenses/014190.json +++ b/landing/lenses/014190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014200.json b/landing/lenses/014200.json index 49ccf1a7dc87892d37a0d78a1d837c9a724a16df..16ead504ba3f42523e30e01d0ec271fb6884356b 100644 --- a/landing/lenses/014200.json +++ b/landing/lenses/014200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-11-25", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-11-25", "period": "2025", "status": "derived", @@ -1128,7 +1128,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-11-25", "period": "2025", "status": "observed", @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,10 +1264,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014280.json b/landing/lenses/014280.json index 92af2afb1cf0f8867c33a7fdef026a9aa2c1c36c..90e0f664b152dd1e675ab9cb67626712729dbcfb 100644 --- a/landing/lenses/014280.json +++ b/landing/lenses/014280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 43.16, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 45.24, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 43.16, + "score": 45.24, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 43.87, + "score": 45.84, "assumptions": { "scenarioStress": "moderate" } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1460,88 +1460,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:315270335a54", - "target": "014280", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014440.json b/landing/lenses/014440.json index 6b0f0b9be8a162e6a73137d281c0c8490ee1f5d5..3a1b6aa571755599f631b861e10422467d9d18d7 100644 --- a/landing/lenses/014440.json +++ b/landing/lenses/014440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014470.json b/landing/lenses/014470.json index 609b68402fecca1fdff68aa0395e736742a29495..337f0688bedfe70e9f72b3a300ed2832daaa43f0 100644 --- a/landing/lenses/014470.json +++ b/landing/lenses/014470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.37, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 25.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -653,32 +653,32 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 2.06, + "value": 1.24, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.41, + "contribution": 0.25, "sourceRef": "axes.자본구조" }, { "id": "axis.유동성", "label": "유동성", - "value": 37.19, + "value": 34.43, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 5.58, + "contribution": 5.16, "sourceRef": "axes.유동성" }, { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 29.62, + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 25.0, "unit": "riskScore", "direction": "negative", - "weight": 25, - "contribution": 7.41, - "sourceRef": "axes.채무상환능력" + "weight": 15, + "contribution": 3.75, + "sourceRef": "axes.현금흐름" } ], "claims": [ @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 부동산 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "adverse", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,21 +765,21 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/014470/axes/채무상환능력", "status": "derived", - "detail": "위험점수 29.62, 가중치 25%" + "detail": "위험점수 24.66, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/014470/axes/자본구조", "status": "derived", - "detail": "위험점수 2.06, 가중치 20%" + "detail": "위험점수 1.24, 가중치 20%" }, { "id": "credit.axis.유동성", "kind": "creditAxis", "sourceRef": "dartlab://credit/014470/axes/유동성", "status": "derived", - "detail": "위험점수 37.19, 가중치 15%" + "detail": "위험점수 34.43, 가중치 15%" }, { "id": "credit.axis.현금흐름", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 28.37, + "grade": "dCR-BBB", + "score": 25.38, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 29.6, + "grade": "dCR-BBB", + "score": 26.43, "assumptions": { "scenarioStress": "moderate" } @@ -852,51 +852,51 @@ "gradeHistory": [ { "period": "2026", - "score": 9.62, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 4.35, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2025", - "score": 27.4, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 21.28, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2024", - "score": 50.24, + "score": 44.6, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2023", + "score": 52.89, "grade": "B+", "pdEstimate": 4.0 }, { - "period": "2023", - "score": 59.62, + "period": "2022", + "score": 57.4, "grade": "B", "pdEstimate": 7.0 }, { - "period": "2022", - "score": 64.06, + "period": "2021", + "score": 63.98, "grade": "B-", "pdEstimate": 10.0 }, - { - "period": "2021", - "score": 71.13, - "grade": "CCC", - "pdEstimate": 15.0 - }, { "period": "2020", - "score": 27.62, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 25.32, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2019", - "score": 31.19, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 26.81, + "grade": "BBB", + "pdEstimate": 0.25 } ], "coverage": { @@ -907,11 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.44%). 최근 주가 하락이 반영된 결과", + "유동성 축이 34점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014530.json b/landing/lenses/014530.json index 0194b77d639876f9a26e8596669ea40d76f135eb..52db2f37cb89627f260f2e35489ae193a4541287 100644 --- a/landing/lenses/014530.json +++ b/landing/lenses/014530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/014570.json b/landing/lenses/014570.json index 438b94d256ad4cc33c67713e11718cbf3b223d13..db017e7f1542669d47896fd9cbb22dc694f7e2c2 100644 --- a/landing/lenses/014570.json +++ b/landing/lenses/014570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1067,7 +1067,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014580.json b/landing/lenses/014580.json index f632e3b3efd79ab9d6f15682e1cc34c6d5add3d3..38817d757eb8d763dc646ae29cebefe42db3fc71 100644 --- a/landing/lenses/014580.json +++ b/landing/lenses/014580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,15 +1056,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1458,12 +1458,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:510abc53c88e", + "target": "014580", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.429 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014620.json b/landing/lenses/014620.json index 91fa76c0a080e5ce687111b952ad7df1a5d836d2..d51450ad2740e74a895c77e9902442079012890f 100644 --- a/landing/lenses/014620.json +++ b/landing/lenses/014620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014680.json b/landing/lenses/014680.json index 70d25a79df24925ac3bfe37e85335d5369edd546..fa09615c5262eeda55ff119b3866e21e5b3eb3a9 100644 --- a/landing/lenses/014680.json +++ b/landing/lenses/014680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014710.json b/landing/lenses/014710.json index 2d9a1413ba247cc0f593e83176bc78f90d42f7b9..dfa0832fad73db8b9a0fe19df92d64265869baa8 100644 --- a/landing/lenses/014710.json +++ b/landing/lenses/014710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014790.json b/landing/lenses/014790.json index 26be78e72cf92fbf922310549aef3a9ae9085803..20191b0811bccaad67c71bf181543f3f97560b57 100644 --- a/landing/lenses/014790.json +++ b/landing/lenses/014790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014820.json b/landing/lenses/014820.json index 596d338d12ade9c3161376c576c060e9cd6d2a3a..c1c80db928546d60a92ec4437f2a6a57ddfc81e9 100644 --- a/landing/lenses/014820.json +++ b/landing/lenses/014820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/014830.json b/landing/lenses/014830.json index fbc446e697d947a72d18f578770c6af1b0c2a395..fa4ed58b3afc535be67dfedfacdf6d985434d739 100644 --- a/landing/lenses/014830.json +++ b/landing/lenses/014830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014910.json b/landing/lenses/014910.json index f3492c0292ac988e5f77b6476e54adec1ff25d3b..fe82b525803a6bb430d507bf70ac612b2dca86de 100644 --- a/landing/lenses/014910.json +++ b/landing/lenses/014910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014940.json b/landing/lenses/014940.json index a12a8693fc5f23265628f10801d53c7bb6216ee2..bed6f10e9a9fb97c9e06e1692d7eb67b506b7610 100644 --- a/landing/lenses/014940.json +++ b/landing/lenses/014940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,10 +1296,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1350,7 +1350,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1674,7 +1674,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1696,7 +1696,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1714,8 +1714,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/014950.json b/landing/lenses/014950.json index 8323f260f16c633c59654ed2c327673a0a34103a..74d1cc5e70059b2d0ea6c5b83ed98f4ab394a9e3 100644 --- a/landing/lenses/014950.json +++ b/landing/lenses/014950.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -396,10 +396,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -428,8 +428,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -448,8 +448,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -468,7 +468,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -536,15 +536,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -555,10 +555,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014970.json b/landing/lenses/014970.json index f5f16bc71c46acfeafba1599f94e9ad1058e9e44..9f001cdeff097517da73974686fc48ef2e609e7b 100644 --- a/landing/lenses/014970.json +++ b/landing/lenses/014970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,15 +1498,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/014990.json b/landing/lenses/014990.json index cfb6f5b72dda660d9130524e83368992e3ce27c3..44884a824239bd8479986127aff67d89136f99c3 100644 --- a/landing/lenses/014990.json +++ b/landing/lenses/014990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 17.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 21.96%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015020.json b/landing/lenses/015020.json index 05360bfe07decb1de42996f216921e17e29e4c72..8f556b7bd3373bd977a96d17529efb02b3147b4b 100644 --- a/landing/lenses/015020.json +++ b/landing/lenses/015020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 13.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 12.68%). 최근 주가 하락이 반영된 결과", "D/EBITDA 86.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-05-26", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-05-26", "period": null, "status": "derived", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-05-26", "period": null, "status": "observed", @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015200.json b/landing/lenses/015200.json index 23dec9663d614cda08444a7a813563f690226909..9e14dafe7cd217351f71fcdc06f94569a4d8acdb 100644 --- a/landing/lenses/015200.json +++ b/landing/lenses/015200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015230.json b/landing/lenses/015230.json index 702edfc6d947b6a245747e6e82d251180f019583..19e49143666ee11591df7d82212aebb7a56d74a3 100644 --- a/landing/lenses/015230.json +++ b/landing/lenses/015230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015260.json b/landing/lenses/015260.json index 0bc9f1fd3bb6abc1261532c5e80c98f8ad3ddf6e..e6d4eec97cebde135ebd257683f497aef9bf28f9 100644 --- a/landing/lenses/015260.json +++ b/landing/lenses/015260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 78.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 44.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,10 +1066,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015360.json b/landing/lenses/015360.json index 358eb69fb4737487e01987494441538891496640..8818c57e52428143e5e350162e828129c9a4d5e4 100644 --- a/landing/lenses/015360.json +++ b/landing/lenses/015360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7a78de22b12e", + "target": "015360", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/015590.json b/landing/lenses/015590.json index 19ca02bccb10a361869b3bf6324b208375443351..efcf39a2c9c27a802beed6a056aea47ef6592934 100644 --- a/landing/lenses/015590.json +++ b/landing/lenses/015590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 29.59, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.84, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 29.59, + "score": 31.84, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 30.29, + "grade": "dCR-BB+", + "score": 32.54, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,6 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1047,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1205,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1214,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1227,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1246,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1329,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1351,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1665,8 +1671,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0155E0.json b/landing/lenses/0155E0.json index 274e3bb6d03e275092a00c01600135add03e0f29..16696ed3f371e64b946fd3fe5754c72ae3b90345 100644 --- a/landing/lenses/0155E0.json +++ b/landing/lenses/0155E0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2026", @@ -36,10 +36,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -353,10 +353,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -385,8 +385,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -405,8 +405,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -425,7 +425,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -493,10 +493,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -512,10 +512,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -539,10 +539,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -557,10 +557,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -571,7 +571,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -595,7 +595,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -611,7 +611,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0156T0.json b/landing/lenses/0156T0.json index 14d6f56c2b9a17e4e70df4d33728e1158bc51ca3..63a9fcc7dacdab5828567e9bba370f21d47bcb6a 100644 --- a/landing/lenses/0156T0.json +++ b/landing/lenses/0156T0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/015710.json b/landing/lenses/015710.json index 8bb7dcc88f772e886ffbc69fc03b7b2389673291..ce37442ff844a64cda58a1ebe10ccd4d421539c1 100644 --- a/landing/lenses/015710.json +++ b/landing/lenses/015710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015750.json b/landing/lenses/015750.json index e26ba70765d3ade8afd4b8e8d6d0b7fedb34bcb2..f012e6b0ef12e7c92e91cf826a8c13896bbcc98b 100644 --- a/landing/lenses/015750.json +++ b/landing/lenses/015750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -617,18 +617,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 22.91, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 19.67, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -647,14 +647,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 12.5, + "id": "axis.자본구조", + "label": "자본구조", + "value": 8.75, "unit": "riskScore", "direction": "positive", - "weight": 15, - "contribution": 1.88, - "sourceRef": "axes.현금흐름" + "weight": 20, + "contribution": 1.75, + "sourceRef": "axes.자본구조" }, { "id": "axis.유동성", @@ -680,12 +680,12 @@ "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", + "label": "자본구조는 매우 건전하다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", - "direction": "neutral", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,12 +718,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 경기관련소비재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -761,14 +761,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/015750/axes/채무상환능력", "status": "derived", - "detail": "위험점수 24.29, 가중치 25%" + "detail": "위험점수 20.27, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/015750/axes/자본구조", "status": "derived", - "detail": "위험점수 15.34, 가중치 20%" + "detail": "위험점수 8.75, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -812,15 +812,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 22.91, + "grade": "dCR-BBB+", + "score": 19.67, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 24.51, + "grade": "dCR-BBB+", + "score": 21.18, "assumptions": { "scenarioStress": "moderate" } @@ -848,51 +848,51 @@ "gradeHistory": [ { "period": "2026", - "score": 26.63, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 19.77, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2025", - "score": 23.43, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 17.72, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2024", - "score": 24.68, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 18.54, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2023", - "score": 20.32, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 15.4, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2022", - "score": 47.34, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 39.34, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2021", - "score": 44.48, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 38.49, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2020", - "score": 53.88, + "score": 50.95, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2019", - "score": 52.42, - "grade": "B+", - "pdEstimate": 4.0 + "score": 45.22, + "grade": "BB-", + "pdEstimate": 2.5 } ], "coverage": { @@ -903,7 +903,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.25, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1599,7 +1599,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1621,7 +1621,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1639,8 +1639,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/015760.json b/landing/lenses/015760.json index 705748ca07adac939ffe7cb86bf2edb61f574c79..17a4d160feebb5d9e678a44b191f1caeb056efd5 100644 --- a/landing/lenses/015760.json +++ b/landing/lenses/015760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1520,7 +1520,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1542,7 +1542,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1560,8 +1560,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/015860.json b/landing/lenses/015860.json index b40787207e4e49890648dc55844e2687a0b3177f..4d8ddb7da066e48d2db3632c7e86e0631cf481c3 100644 --- a/landing/lenses/015860.json +++ b/landing/lenses/015860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1055,13 +1055,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015890.json b/landing/lenses/015890.json index b1f3d46b336bb6b7d12a681f3a597db334db2061..deb27c33a087c4d830cd7c50ec34256855dfae45 100644 --- a/landing/lenses/015890.json +++ b/landing/lenses/015890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016090.json b/landing/lenses/016090.json index fc5849437d79d579627171c6566a8ab4d44de3f1..75093c533f88366ddc74038b3c286da16b98d804 100644 --- a/landing/lenses/016090.json +++ b/landing/lenses/016090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016100.json b/landing/lenses/016100.json index 3f8243d84aa6bcbaf0fda61db0b4368daeed57ca..d71c8a25078650ba0d93d1748e71eaee7695381e 100644 --- a/landing/lenses/016100.json +++ b/landing/lenses/016100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 24.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 27.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -979,19 +979,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1137,7 +1137,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1381,88 +1381,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ab09815e8415", - "target": "016100", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.486 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0161M0.json b/landing/lenses/0161M0.json index 739d882cab063b0bdc2189d41b634b8c17841f4f..75b22b8b5d74746b3df08995ba6fe1df025d7ed8 100644 --- a/landing/lenses/0161M0.json +++ b/landing/lenses/0161M0.json @@ -9,7 +9,939 @@ "quant", "macro" ], - "products": {}, + "products": { + "analysis": { + "schemaVersion": 1, + "identity": { + "target": "0161M0", + "market": "KR", + "engine": "analysis", + "axis": "종합평가", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": null, + "retrievedAt": "2026-10-18" + }, + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "blocked", + "conclusion": { + "label": "판단 보류", + "summary": "대표 판단을 만들 직접 재무 근거가 없어 결론을 차단했습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "requiredDomainCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags" + } + ], + "scenarios": [], + "falsifiers": [], + "payload": { + "blockRefs": [ + "scorecard", + "piotroski", + "summaryFlags", + "representative" + ], + "coverage": { + "requiredDomains": [ + "earnings", + "cash", + "resilience", + "quality" + ], + "observedRequiredDomains": 0, + "domainCoverage": { + "earnings": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "cash": { + "status": "missing", + "observed": 0, + "expected": 1 + }, + "resilience": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "quality": { + "status": "missing", + "observed": 0, + "expected": 1 + } + }, + "observedComponents": 0, + "totalComponents": 6, + "components": [ + { + "id": "earnings.marginTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.marginTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "earnings.growthTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.growthTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "cash.cashQuality", + "domain": "cash", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.cash.cashQuality", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.leverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.coverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "quality.earningsQualityFlags", + "domain": "quality", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + } + ] + }, + "assessment": { + "label": "판단 보류", + "summary": "0개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", + "score": null, + "drivers": [], + "positiveDrivers": [], + "negativeDrivers": [] + } + } + }, + "industry": { + "schemaVersion": 1, + "identity": { + "target": "0161M0", + "market": "KR", + "engine": "industry", + "axis": "회사위치", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": { + "mappingUpdatedAt": null, + "financialPeriod": null, + "retrievedAt": "2026-10-18" + }, + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "blocked", + "conclusion": { + "label": "산업 위치 판단 불가", + "summary": "산업 가치사슬의 primary 위치 매핑이 없습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "mappingConfidenceAndBlockCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy" + } + ], + "scenarios": [], + "falsifiers": [ + { + "id": "positionRemap", + "condition": "primary 산업 노드의 stage 또는 source가 변경되면 가치사슬 결론을 다시 평가합니다.", + "sourceRef": "stage" + } + ], + "payload": { + "blockRefs": [ + "industry", + "stage", + "sectorMetrics", + "sectorCycle", + "profitPool", + "relationships", + "concentration" + ], + "coverage": { + "observedBlocks": 0, + "totalBlocks": 6, + "blocks": { + "position": false, + "sectorMetrics": false, + "sectorCycle": false, + "profitPool": false, + "relationships": false, + "concentration": false + } + }, + "peerCount": 0, + "relationshipCoverage": { + "count": null, + "evidenceCoverage": null, + "amountCoverage": null, + "ratioCoverage": null + } + } + }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "0161M0", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.5, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-16", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, + "macro": { + "schemaVersion": 1, + "identity": { + "target": "0161M0", + "market": "KR", + "engine": "macro", + "axis": "전파", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "partial", + "conclusion": { + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + }, + "confidence": { + "level": "medium", + "score": 60.0, + "method": "macroObservationAndCompanyEvidenceCoverage" + }, + "drivers": [ + { + "id": "BAMLH0A0HYM2", + "label": "미국 HY 스프레드", + "value": 3.23, + "unit": "%p", + "signal": "falling", + "change": -0.020000000000000018, + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" + }, + { + "id": "BASE_RATE", + "label": "한국 기준금리", + "value": 3.0, + "unit": "%", + "signal": "flat", + "change": 0.0, + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE" + }, + { + "id": "CPI", + "label": "소비자물가 YoY", + "value": 120.43, + "unit": "%", + "signal": "rising", + "change": 0.38000000000000966, + "sourceRef": "macro/ecos/observations.parquet#CPI" + }, + { + "id": "DCOILWTICO", + "label": "WTI", + "value": 101.91, + "unit": "$", + "signal": "rising", + "change": 1.0499999999999972, + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" + }, + { + "id": "EXPORT", + "label": "수출 YoY", + "value": 104800.5, + "unit": "%", + "signal": "rising", + "change": 4350.5, + "sourceRef": "macro/ecos/observations.parquet#EXPORT" + }, + { + "id": "USDKRW", + "label": "원/달러", + "value": 1331.4, + "unit": "원", + "signal": "falling", + "change": -13.199999999999818, + "sourceRef": "macro/ecos/observations.parquet#USDKRW" + } + ], + "claims": [], + "evidence": [ + { + "id": "macro.driver.BAMLH0A0HYM2", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", + "status": "observed", + "observedAt": "2026-10-15", + "detail": "미국 HY 스프레드 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.BASE_RATE", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", + "status": "observed", + "observedAt": "2026-10-08", + "detail": "한국 기준금리 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.CPI", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#CPI", + "status": "observed", + "observedAt": "2026-09-01", + "detail": "소비자물가 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.DCOILWTICO", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", + "status": "observed", + "observedAt": "2026-10-14", + "detail": "WTI 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.EXPORT", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#EXPORT", + "status": "observed", + "observedAt": "2026-08-01", + "detail": "수출 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.USDKRW", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#USDKRW", + "status": "observed", + "observedAt": "2026-10-16", + "detail": "원/달러 최신 관측과 직전 변화" + } + ], + "assumptions": [ + { + "id": "edgeSign", + "value": "registryPrior", + "reason": "경로 부호와 시차는 기업별 회귀계수가 아니라 registry prior입니다." + } + ], + "gaps": [ + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/0161M0" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/0161M0/product" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff" + } + ], + "scenarios": [ + { + "id": "fx-export-revenue", + "driverId": "USDKRW", + "condition": "USDKRW 방향이 반전될 때 매출 성장률 / 환산손익 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + }, + { + "id": "export-demand-revenue", + "driverId": "EXPORT", + "condition": "EXPORT 방향이 반전될 때 매출 성장률 / 가동률 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "rate-debt-interest", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 이자비용 / 차입 재조달 경로 재평가", + "lagMonths": [ + 3, + 12 + ] + }, + { + "id": "rate-bank-margin", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 순이자마진 / 조달비용 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "hy-risk-premium", + "driverId": "BAMLH0A0HYM2", + "condition": "BAMLH0A0HYM2 방향이 반전될 때 신용스프레드 / 위험프리미엄 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + } + ], + "falsifiers": [ + { + "id": "fx-export-revenue.0", + "condition": "달러 원가 비중이 해외 매출 효과를 상쇄" + }, + { + "id": "fx-export-revenue.1", + "condition": "헤지 정책으로 환산 민감도 약화" + }, + { + "id": "export-demand-revenue.0", + "condition": "내수 매출 중심" + }, + { + "id": "export-demand-revenue.1", + "condition": "재고 과잉으로 출하 증가가 매출로 이어지지 않음" + }, + { + "id": "rate-debt-interest.0", + "condition": "순현금 기업" + }, + { + "id": "rate-debt-interest.1", + "condition": "고정금리 장기차입 중심" + }, + { + "id": "rate-debt-interest.2", + "condition": "이자수익이 비용을 상쇄" + }, + { + "id": "rate-bank-margin.0", + "condition": "조달비용이 대출금리보다 빠르게 상승" + }, + { + "id": "rate-bank-margin.1", + "condition": "대손비용 증가가 NIM 개선을 상쇄" + }, + { + "id": "hy-risk-premium.0", + "condition": "무차입 또는 충분한 현금" + }, + { + "id": "hy-risk-premium.1", + "condition": "방어적 현금흐름" + }, + { + "id": "hy-risk-premium.2", + "condition": "정부/모회사 지원 가능성" + } + ], + "payload": { + "blockRefs": [ + "drivers", + "edges", + "regimeEvidence" + ], + "companyBound": true, + "companyEdgeCount": 0, + "edgeCount": 7 + } + } + }, + "statusCounts": { + "blocked": 2, + "partial": 2 + }, + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend", + "engine": "analysis" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend", + "engine": "analysis" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality", + "engine": "analysis" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "engine": "analysis" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ValueError: 'BS' topic 의 데이터를 가져올 수 없습니다. topic 이름을 확인하거나 c.panel('BS') 로 직접 호출해보세요." + }, + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason", + "engine": "industry" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position", + "engine": "industry" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics", + "engine": "industry" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle", + "engine": "industry" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool", + "engine": "industry" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships", + "engine": "industry" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration", + "engine": "industry" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy", + "engine": "industry" + }, + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/0161M0", + "engine": "macro" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/0161M0/product", + "engine": "macro" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest", + "engine": "macro" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin", + "engine": "macro" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium", + "engine": "macro" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost", + "engine": "macro" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff", + "engine": "macro" + } + ], + "noComposite": true, "tensions": { "schemaVersion": 1, "items": [], @@ -17,58 +949,29 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "growthCreditTradeoff", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "industryExecutionCounterforce", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "macroCompanyCounterforce", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" } ], "noComposite": true - }, - "statusCounts": {}, - "gaps": [ - { - "engine": "analysis", - "status": "blocked", - "reason": "ValueError: '0161M0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0161M" - }, - { - "engine": "credit", - "status": "blocked", - "reason": "ValueError: '0161M0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0161M" - }, - { - "engine": "industry", - "status": "blocked", - "reason": "ValueError: '0161M0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0161M" - }, - { - "engine": "quant", - "status": "blocked", - "reason": "ValueError: '0161M0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0161M" - }, - { - "engine": "macro", - "status": "blocked", - "reason": "ValueError: '0161M0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0161M" - } - ], - "noComposite": true + } } diff --git a/landing/lenses/016250.json b/landing/lenses/016250.json index 26a4dcaf0208d57fa2553b52477672f34a8a4557..7fe59c100489cd99622904b8f36e6853f742f6d6 100644 --- a/landing/lenses/016250.json +++ b/landing/lenses/016250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016360.json b/landing/lenses/016360.json index 3d5c3c6d271b2cac1a9b96717864e2fda79fe41a..54bcee80263eb9feed8e5a34c98ddd5b87a91622 100644 --- a/landing/lenses/016360.json +++ b/landing/lenses/016360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1168,7 +1168,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1186,8 +1186,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/016380.json b/landing/lenses/016380.json index aaac0c03a4733177421f9b0d71e26045908a8440..d4d2cf522680c6129a441370302dbde74f8439ce 100644 --- a/landing/lenses/016380.json +++ b/landing/lenses/016380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016450.json b/landing/lenses/016450.json index 25114a95f88d2c2335b0f9e647df9a43294f46c0..ec18bcb14890363ec0f3839ccff1fbec7eb3630e 100644 --- a/landing/lenses/016450.json +++ b/landing/lenses/016450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0164H0.json b/landing/lenses/0164H0.json index 4e5d9b4d1f2318bcc4cea094105c6fe13710d8c9..700282bd545de8a211928f4664c8ee5960f0e011 100644 --- a/landing/lenses/0164H0.json +++ b/landing/lenses/0164H0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/016580.json b/landing/lenses/016580.json index 7c547b667689405bc745f2782a505b3cd991346c..619124281bb15af0bf55d6ec88aeb29e3b08ff78 100644 --- a/landing/lenses/016580.json +++ b/landing/lenses/016580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1559,7 +1559,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1581,7 +1581,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1599,8 +1599,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/016590.json b/landing/lenses/016590.json index 57d55a0794e688402000afa20324c1ba937d8dcf..b1e504f051f8bfa71dc69acc94a669307f549102 100644 --- a/landing/lenses/016590.json +++ b/landing/lenses/016590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0165X0.json b/landing/lenses/0165X0.json index 1df96e17e89d6679de7915be4f996a87ff57c9fe..a1916dbd51cdbb9a2eccf13cc461d39b86f8cce7 100644 --- a/landing/lenses/0165X0.json +++ b/landing/lenses/0165X0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/016600.json b/landing/lenses/016600.json index f1e0b1fcd9877dc8eefde785927033c8073eb7fe..d3a2cd28218da381bfe647cf1a92ca0650774fb4 100644 --- a/landing/lenses/016600.json +++ b/landing/lenses/016600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -368,13 +368,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -474,14 +474,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -601,10 +601,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -620,8 +620,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -633,8 +633,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -651,10 +651,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -673,7 +673,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -741,10 +741,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -760,10 +760,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -778,10 +778,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -796,10 +796,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -826,7 +826,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -842,7 +842,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016610.json b/landing/lenses/016610.json index 95d7a52d41fde31be73b558f45ddab9c793b5f8b..2aba7f55995c8f2d5ca52320759bc246e8c6ab1c 100644 --- a/landing/lenses/016610.json +++ b/landing/lenses/016610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016670.json b/landing/lenses/016670.json index 15da5c5c108f4c2fb7eceb8fce9814752394b0ca..5692e9bd0263aef9899bfa8f8030a7dbee338ea3 100644 --- a/landing/lenses/016670.json +++ b/landing/lenses/016670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016710.json b/landing/lenses/016710.json index 4d9066d8000739069922769f0e020520024666f3..2f7fa2da523d34ecb1cea4cf2550a4cca7f08f25 100644 --- a/landing/lenses/016710.json +++ b/landing/lenses/016710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/016740.json b/landing/lenses/016740.json index 338cb22bc2bcd9ef4770ea078632cd82d6b757c6..2dee7df44da7a17c713b2d6a50b31e6166e8894a 100644 --- a/landing/lenses/016740.json +++ b/landing/lenses/016740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016790.json b/landing/lenses/016790.json index 0ad5d46cbb8f4636bc6467ba4902ab1e4f0f5523..35e9765eaa0e231db468b084ad97311c25f760fa 100644 --- a/landing/lenses/016790.json +++ b/landing/lenses/016790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1218,10 +1218,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016800.json b/landing/lenses/016800.json index 91f5649e12e5a6eb53fd6c657a2e3885ab4d0394..374ad2ba547ffe5efede709d7faf93eca56ec22c 100644 --- a/landing/lenses/016800.json +++ b/landing/lenses/016800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 12.28, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 14.67, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 12.28, + "score": 14.67, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 12.77, + "score": 15.19, "assumptions": { "scenarioStress": "moderate" } @@ -910,11 +910,11 @@ "totalNotch": 1, "reasons": [ "CAPEX집약 OCF양수 (투자 사이클)" - ], - "monotonicGate": "A+" + ] }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016830.json b/landing/lenses/016830.json index c0d5af54a675b84daab4679b65030f8a00144736..6196501749c49bad25381d24dbfd03ec704e5536 100644 --- a/landing/lenses/016830.json +++ b/landing/lenses/016830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -292,13 +292,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -480,14 +480,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -621,10 +621,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -648,10 +648,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -666,10 +666,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -680,7 +680,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -704,7 +704,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016880.json b/landing/lenses/016880.json index 34b3db5d28fe37aa94f95ac3b22f78d25a7de974..a0868c322590615eebd41cbbea06be9d26dfcf68 100644 --- a/landing/lenses/016880.json +++ b/landing/lenses/016880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -946,7 +946,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1359,7 +1359,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1381,7 +1381,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1399,15 +1399,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/016920.json b/landing/lenses/016920.json index bb47294d7b08756178f944b07e17414f5731b1ae..4c6428b165d8e7017b5019e85d7494b95123917d 100644 --- a/landing/lenses/016920.json +++ b/landing/lenses/016920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 산업재 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017000.json b/landing/lenses/017000.json index fa0c4f6fdd53102ae84921a250f5027b94a64466..48564551debd75c02a8cb0afdd10d8aeef80dc7d 100644 --- a/landing/lenses/017000.json +++ b/landing/lenses/017000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 21.63, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 23.88, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 21.63, + "grade": "dCR-BBB", + "score": 23.88, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 22.26, + "score": 24.51, "assumptions": { "scenarioStress": "moderate" } @@ -838,11 +838,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -910,10 +905,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 37점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 5.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1087,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1214,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017040.json b/landing/lenses/017040.json index 71b58d9cf073536fb86ad020bed59bb60852867e..cc4f47d358c3cbda65c64411296eb223e1d7d990 100644 --- a/landing/lenses/017040.json +++ b/landing/lenses/017040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-04-07", "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-04-07", "period": "2023", "status": "derived", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-04-07", "period": "2023", "status": "observed", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017180.json b/landing/lenses/017180.json index 69062e441e19cca6a5354161573a93707613f6fd..777df9548572cfdebd18b1cb3d9f33807cd2856b 100644 --- a/landing/lenses/017180.json +++ b/landing/lenses/017180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017250.json b/landing/lenses/017250.json index d10b2f330f087bdf6021901d14eff0d72fdf4ec6..52924724322276565d94d0c6bb5fede946d97aa8 100644 --- a/landing/lenses/017250.json +++ b/landing/lenses/017250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017370.json b/landing/lenses/017370.json index 1a920c4473c8a82cd4ab4cc12ff17b5cb8daeaef..59037ae72f89c7564dd5dbf2313212f79868654c 100644 --- a/landing/lenses/017370.json +++ b/landing/lenses/017370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017390.json b/landing/lenses/017390.json index 60dbfd51bd2394e72a8da4de0791323ec9ecd11e..fc8c326fd82f35fa79a1e042a5789687044fdb66 100644 --- a/landing/lenses/017390.json +++ b/landing/lenses/017390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1512,7 +1512,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1534,7 +1534,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1552,8 +1552,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/017480.json b/landing/lenses/017480.json index 7a87ae6364150e827bd34df8b8c6dfaea145eff0..eec53c35f1edc1c8892d7844c4ca7057a4576c7e 100644 --- a/landing/lenses/017480.json +++ b/landing/lenses/017480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017510.json b/landing/lenses/017510.json index ab2f04c488017335bf6c11839f7487c3bc60307d..40a0ec476ba098ef9576cef89c61c28c4a9f3955 100644 --- a/landing/lenses/017510.json +++ b/landing/lenses/017510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017550.json b/landing/lenses/017550.json index 0f09ab59f25cc251fae8f4c0c83dd4460f84e33d..3c8ae93ceef8347ce2d84868ccf728d2301fdea8 100644 --- a/landing/lenses/017550.json +++ b/landing/lenses/017550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017650.json b/landing/lenses/017650.json index 923dadce3c346416531069863374012b52cff4c3..c3cb0b6313c64f621e6e464d23f0c4dfd5ce4b2f 100644 --- a/landing/lenses/017650.json +++ b/landing/lenses/017650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-09-17", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-09-17", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-09-17", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-17", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:e69cbac33e4e", - "target": "017650", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.734 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-09-17", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/017670.json b/landing/lenses/017670.json index 32bbd032ca79cfebb263f19bc31aa6ffae3a8330..3facbbd019e480f1445c182862bc9335b78625aa 100644 --- a/landing/lenses/017670.json +++ b/landing/lenses/017670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017680.json b/landing/lenses/017680.json index 6172151108e5093f67c24c0790a346bacfbef3a0..04ca82d268d44ac0c1dc792c02e8852999ca2435 100644 --- a/landing/lenses/017680.json +++ b/landing/lenses/017680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -411,14 +411,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -533,10 +533,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -621,10 +621,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -640,10 +640,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -667,10 +667,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -685,10 +685,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -699,7 +699,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017800.json b/landing/lenses/017800.json index e3eb22cdd33ce98d6a8c688a81b8adb4b367fe50..f470ce72740aa87979f4c2cc15850050977970b6 100644 --- a/landing/lenses/017800.json +++ b/landing/lenses/017800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017810.json b/landing/lenses/017810.json index 97406838373f22f1f14e47cf5af6d9254f71df0b..670ad4e27abc9751b1801a6aca79e42b20819b09 100644 --- a/landing/lenses/017810.json +++ b/landing/lenses/017810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1556,7 +1556,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1578,7 +1578,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1596,15 +1596,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/017860.json b/landing/lenses/017860.json index 833a7dcf9c1d853ab2df45eb390e4f298e645be0..5a3d853b54f19ec8cc5cb55c78b78f7d4b6e93f8 100644 --- a/landing/lenses/017860.json +++ b/landing/lenses/017860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 13.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 17.27%). 최근 주가 하락이 반영된 결과", "D/EBITDA 41.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -960,15 +960,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -993,8 +993,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,17 +1039,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1118,7 +1118,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1127,7 +1127,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,10 +1177,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1510,88 +1510,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:23788a92bed7", - "target": "017860", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.55 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/017890.json b/landing/lenses/017890.json index 6d985f320dea614992d519ae5501691a759e4bdc..b989bd5a89dd363612c8f5b3fabef071a5ac1b66 100644 --- a/landing/lenses/017890.json +++ b/landing/lenses/017890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -999,8 +999,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,10 +1183,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1201,10 +1201,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017900.json b/landing/lenses/017900.json index dcc670710bd2e6e36513bac5a90cac23fd0d065a..00173cb058530849d429b3e2f4c46e548742c9f4 100644 --- a/landing/lenses/017900.json +++ b/landing/lenses/017900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1554,88 +1554,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7d2905c1e826", - "target": "017900", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.411 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/017940.json b/landing/lenses/017940.json index ba19d6d971cd0b98777bb29b1e062ef19c33d2d7..1ed68a50c2883fef70f0218e36e24e7f9bbfcb54 100644 --- a/landing/lenses/017940.json +++ b/landing/lenses/017940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1499,7 +1499,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1521,7 +1521,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1539,8 +1539,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/017960.json b/landing/lenses/017960.json index 90b6809cdb3bcc9d974682a44dd0f4b11403f2a0..934f860962ba36f3f5c4692fc80bfedcafc13096 100644 --- a/landing/lenses/017960.json +++ b/landing/lenses/017960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1137,10 +1137,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1489,7 +1489,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1511,7 +1511,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1529,8 +1529,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/018000.json b/landing/lenses/018000.json index 4c0f103c2b80b74605d16d495232d5e1fa46dadf..b5c16cdd50b947089d23887c2997fe72be01a86c 100644 --- a/landing/lenses/018000.json +++ b/landing/lenses/018000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 50.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 53.92, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 50.54, + "score": 53.92, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 50.99, + "score": 54.34, "assumptions": { "scenarioStress": "moderate" } @@ -912,6 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 10.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-14", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-14", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-14", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-14", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1284,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018120.json b/landing/lenses/018120.json index a654ad1c77222cf4d7797d387950b611a60f293f..8fd9339d1c3d86df9d1d5cd040d8d99eb4cda12f 100644 --- a/landing/lenses/018120.json +++ b/landing/lenses/018120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1550,12 +1550,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e2e3c84fcd89", + "target": "018120", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.617 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/018250.json b/landing/lenses/018250.json index ba196f1cd36eb9d87c32e8b70a7d61fc5976ec21..cbbd927e0d79f5ce2140f0504d48ea3fcf7e58e3 100644 --- a/landing/lenses/018250.json +++ b/landing/lenses/018250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018260.json b/landing/lenses/018260.json index fc5be6912829ccfc56cb3138e7b675550e159191..8b262b819f75ada0a1e05f1fc143e34b5bdc5551 100644 --- a/landing/lenses/018260.json +++ b/landing/lenses/018260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1553,7 +1553,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1575,7 +1575,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1593,15 +1593,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/018290.json b/landing/lenses/018290.json index 547e4c17b91070c6fb294d336e09dcad0e063bc5..af97bd3210328d6e244af1a8df3c4df8cc554761 100644 --- a/landing/lenses/018290.json +++ b/landing/lenses/018290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-AA-", - "summary": "dCR 위험점수 8.40, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 8.37, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -652,11 +652,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 0.63, + "value": 0.32, "unit": "riskScore", "direction": "positive", - "weight": 25, - "contribution": 0.16, + "weight": 30, + "contribution": 0.1, "sourceRef": "axes.채무상환능력" }, { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 소재 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,14 +764,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/018290/axes/채무상환능력", "status": "derived", - "detail": "위험점수 0.63, 가중치 25%" + "detail": "위험점수 0.32, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/018290/axes/자본구조", "status": "derived", - "detail": "위험점수 4.50, 가중치 20%" + "detail": "위험점수 5.18, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA-", - "score": 8.4, + "score": 8.37, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA-", - "score": 8.64, + "score": 8.62, "assumptions": { "scenarioStress": "moderate" } @@ -851,51 +851,51 @@ "gradeHistory": [ { "period": "2026", - "score": 3.07, + "score": 3.82, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2025", - "score": 1.93, + "score": 1.98, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 2.06, + "score": 2.48, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 6.57, + "score": 7.12, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2022", - "score": 11.68, + "score": 12.38, "grade": "A+", "pdEstimate": 0.04 }, { "period": "2021", - "score": 12.32, + "score": 12.77, "grade": "A+", "pdEstimate": 0.04 }, { "period": "2020", - "score": 52.9, - "grade": "B+", - "pdEstimate": 4.0 + "score": 43.62, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2019", - "score": 28.74, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 23.82, + "grade": "BBB", + "pdEstimate": 0.25 } ], "coverage": { @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018310.json b/landing/lenses/018310.json index 4ba089fdc1f7a04d113aec3d6bb6cdacadcde953..6a3678916cedb822517d1f8a72c9bfafc8efeab6 100644 --- a/landing/lenses/018310.json +++ b/landing/lenses/018310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,15 +1507,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/018470.json b/landing/lenses/018470.json index da2c78d99757fa7a74dccbeef05b9a48cc919892..93a638b886e422ff48a275f8e380e9de24d7292f 100644 --- a/landing/lenses/018470.json +++ b/landing/lenses/018470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018500.json b/landing/lenses/018500.json index 95c95b10e0f25d9ab417f866c8f006bb47132fbd..5377b069172b3f4819dc54829cda08bb56cfba9f 100644 --- a/landing/lenses/018500.json +++ b/landing/lenses/018500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018620.json b/landing/lenses/018620.json index 64c30c692b766531c7ed0f8964e1cd0b098017bd..fdcd7e75d356efe353a2ba679cb6699ca93b45be 100644 --- a/landing/lenses/018620.json +++ b/landing/lenses/018620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018670.json b/landing/lenses/018670.json index cd3b26eba5646f33c86a0be4d1f978dde3a742f0..d33e0025c8449f1a22c389e574afe26bff7d3fd0 100644 --- a/landing/lenses/018670.json +++ b/landing/lenses/018670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018680.json b/landing/lenses/018680.json index 8f0ef4e1e050c3041d9ef4d91dc975b074901595..2afd3957e3c51738cb9e6a2565e4e974640a7662 100644 --- a/landing/lenses/018680.json +++ b/landing/lenses/018680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018700.json b/landing/lenses/018700.json index e016c46ccd3e085f226f64c1a8e2414184580f18..d3753694026efa88e8803eada8e4e9d9364304d2 100644 --- a/landing/lenses/018700.json +++ b/landing/lenses/018700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -139,7 +139,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -160,7 +160,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -192,7 +192,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2018", "status": "derived", @@ -421,13 +421,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -639,14 +639,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -766,10 +766,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -799,8 +799,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -812,7 +812,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -832,8 +832,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -852,10 +852,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -865,7 +865,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -890,7 +890,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -946,10 +946,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018880.json b/landing/lenses/018880.json index cbe61bfc2fe17938d0d970529aa260c17856f4a5..40ded7351b91c85a7d57718086da842835fd8be7 100644 --- a/landing/lenses/018880.json +++ b/landing/lenses/018880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1299,10 +1299,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019010.json b/landing/lenses/019010.json index 3739abde6a2075811f4c9d0c3e9f259f22bc7be9..5c947917c196e6861090ad770cacbb80db4f80e5 100644 --- a/landing/lenses/019010.json +++ b/landing/lenses/019010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1505,8 +1505,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/019170.json b/landing/lenses/019170.json index ddcc8e730bc2e4e1b4a9e2904f7c517ac6ee60c1..039ec22d4b9e47f8594e387dfc1c929511e99575 100644 --- a/landing/lenses/019170.json +++ b/landing/lenses/019170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,7 +897,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1039,19 +1039,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,17 +1118,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1191,13 +1191,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1206,7 +1206,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019180.json b/landing/lenses/019180.json index 99139685d6a73f07ed96b6a036b61d4f0bcd8769..80903fd1b95f0b6c348fb8c3b25494124ea0f94b 100644 --- a/landing/lenses/019180.json +++ b/landing/lenses/019180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/019210.json b/landing/lenses/019210.json index ea1b398c0fa2eb7ff8f540eb31bd4245adfeb944..b90667e1ffc0ebbcd7afa63c74eef7cef2d50d7b 100644 --- a/landing/lenses/019210.json +++ b/landing/lenses/019210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/019440.json b/landing/lenses/019440.json index b8c79935dcc6e84f9a6ece9cce154325b4868528..b7675c7514c6a19bd42af1fcb4cf775f0025edb1 100644 --- a/landing/lenses/019440.json +++ b/landing/lenses/019440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-21", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-21", "period": "2025", "status": "derived", @@ -1133,7 +1133,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-21", "period": "2025", "status": "observed", @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019490.json b/landing/lenses/019490.json index bbb0c57ff378d277ee86d707a149874982af5bbf..b445ccb26dc77cce3034a6238fb946a0a8c55570 100644 --- a/landing/lenses/019490.json +++ b/landing/lenses/019490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 228.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 219.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-11-21", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-11-21", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-11-21", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1388,7 +1388,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1410,7 +1410,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1428,7 +1428,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-11-21", "period": "2025", "status": "observed", diff --git a/landing/lenses/019540.json b/landing/lenses/019540.json index 315ce62ccd5f43cb13ccb912b189929df123d918..1c2fe6f13a8a0828741705f8c214a2eb9d206441 100644 --- a/landing/lenses/019540.json +++ b/landing/lenses/019540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1608,7 +1608,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1630,7 +1630,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1648,8 +1648,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/019550.json b/landing/lenses/019550.json index dc7ff5de64339da794f8dc89243b53e02b75fffa..33759239e9b7cb7f44df3bb103382a4bcc4422d3 100644 --- a/landing/lenses/019550.json +++ b/landing/lenses/019550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,14 +609,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -736,10 +736,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -755,8 +755,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -786,10 +786,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -799,7 +799,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -808,7 +808,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019570.json b/landing/lenses/019570.json index 2d9590a0628dc4c940af085df25cea6ccdbffab1..e5f3108f306c7cdf22b6f58a0e7f2c134fa32bd3 100644 --- a/landing/lenses/019570.json +++ b/landing/lenses/019570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2021", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -919,8 +919,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -964,17 +964,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -984,7 +984,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1001,7 +1001,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1035,13 +1035,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1050,7 +1050,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019660.json b/landing/lenses/019660.json index c7c13531a98bf395f9cbff57624c9e2040c2c9e3..5534d5d3e35bab4125e145cc08ab8a09cf3c7304 100644 --- a/landing/lenses/019660.json +++ b/landing/lenses/019660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 14.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 16.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019680.json b/landing/lenses/019680.json index 3f4fd4c3b9e11ad5904c419320f8d441ec3175aa..5413a3d4ec05faaf697d053d3e92cd7bd34c50df 100644 --- a/landing/lenses/019680.json +++ b/landing/lenses/019680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 13.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.28%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019770.json b/landing/lenses/019770.json index 1b5029dc4339dd84f01fc28d44f82427d0815a0b..b423cb7167655684e8a931cb190853e68d9eebb8 100644 --- a/landing/lenses/019770.json +++ b/landing/lenses/019770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1194,13 +1194,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019990.json b/landing/lenses/019990.json index 456a328165582fc5f981ea3004e319c262971098..915f79d1fcc78db60900bca773f330acd604c466 100644 --- a/landing/lenses/019990.json +++ b/landing/lenses/019990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d6915bdfe055", - "target": "019990", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/020000.json b/landing/lenses/020000.json index 3d37ac5e9ebddf3fbeca4893eb531b5f5533e8b2..faf94c0134a8dfde2d925eb07e8d5fc18015fe59 100644 --- a/landing/lenses/020000.json +++ b/landing/lenses/020000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:be7fd7fa6937", + "target": "020000", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.708 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/020120.json b/landing/lenses/020120.json index e1c66037384fdd43ba5dbc872228cdfac1729875..6c0db57cbadd82e63f6b403d55e5b25694acae9d 100644 --- a/landing/lenses/020120.json +++ b/landing/lenses/020120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020150.json b/landing/lenses/020150.json index 992ea31d2eb7f4df123f4ae635221f3d2a3bbf1a..86b3c8e7d70a9b807778738307e66d6506f7a756 100644 --- a/landing/lenses/020150.json +++ b/landing/lenses/020150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.57, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 28.52, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -653,21 +653,21 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 1.88, + "value": 2.34, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.38, + "contribution": 0.47, "sourceRef": "axes.자본구조" }, { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 61.2, + "value": 60.56, "unit": "riskScore", "direction": "negative", "weight": 25, - "contribution": 15.3, + "contribution": 15.14, "sourceRef": "axes.채무상환능력" }, { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/020150/axes/채무상환능력", "status": "derived", - "detail": "위험점수 61.20, 가중치 25%" + "detail": "위험점수 60.56, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/020150/axes/자본구조", "status": "derived", - "detail": "위험점수 1.88, 가중치 20%" + "detail": "위험점수 2.34, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.57, + "grade": "dCR-BBB-", + "score": 28.52, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 26.59, + "grade": "dCR-BBB-", + "score": 28.57, "assumptions": { "scenarioStress": "moderate" } @@ -852,49 +852,49 @@ "gradeHistory": [ { "period": "2026", - "score": 1.11, + "score": 1.86, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 37.03, - "grade": "BB", - "pdEstimate": 1.5 + "score": 36.83, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2024", - "score": 23.15, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 20.94, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2023", - "score": 53.75, - "grade": "B+", - "pdEstimate": 4.0 + "score": 43.78, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2022", - "score": 13.27, + "score": 13.21, "grade": "A", "pdEstimate": 0.06 }, { "period": "2021", - "score": 2.45, + "score": 2.75, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 7.53, + "score": 7.76, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2019", - "score": 1.93, + "score": 2.18, "grade": "AAA", "pdEstimate": 0.0 } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d965951b0287", + "target": "020150", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2024", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/020180.json b/landing/lenses/020180.json index a0bf20300beb42d5a46fbf020c6c672f351dc285..5b8bd277b4bb1af2e91b4c3172f4d6ab5645c7e0 100644 --- a/landing/lenses/020180.json +++ b/landing/lenses/020180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0203K0.json b/landing/lenses/0203K0.json index 145bdd38187192c529ed82e73d217db0cd04f8c3..8e93d755bea0d99225a0c09b23aff4458dbbba38 100644 --- a/landing/lenses/0203K0.json +++ b/landing/lenses/0203K0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/020400.json b/landing/lenses/020400.json index 918e2095c3081609afc0740ad2a9bf3cb124390f..0d036f75092d3905bb5340f04bcb089116b45655 100644 --- a/landing/lenses/020400.json +++ b/landing/lenses/020400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 76점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 26.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 26.79%). 최근 주가 하락이 반영된 결과", "D/EBITDA 243.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,10 +1231,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1249,10 +1249,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020560.json b/landing/lenses/020560.json index 725458d7a5913f7184df550bc5c5f0d55747c306..ec91d1081e69cad9cb6d37b69c14e364080e56bb 100644 --- a/landing/lenses/020560.json +++ b/landing/lenses/020560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -999,8 +999,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020710.json b/landing/lenses/020710.json index d0a61e075756b380892097acb9b21b9ea2ee83e0..4da17856fd8dbeb0fbebaa66e960dfaf805b25c2 100644 --- a/landing/lenses/020710.json +++ b/landing/lenses/020710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:08b305d8b1c1", + "target": "020710", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/020760.json b/landing/lenses/020760.json index a5565d156e73e0fae54eb2453bbe604aa1c67b02..059c7ff8384f2f2d8503b2d87bc910963702cbee 100644 --- a/landing/lenses/020760.json +++ b/landing/lenses/020760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021040.json b/landing/lenses/021040.json index c79a3406de9015b834a82bb58d2dfbe6b51c7a7c..cfb1e80c161620dcef1d064c43162f4c48a296dc 100644 --- a/landing/lenses/021040.json +++ b/landing/lenses/021040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021050.json b/landing/lenses/021050.json index fd57547299ade5d6f4b05a41cfab3f2518d9e954..fd9df5421a0527d625ce6ed8bdcf1e7b47a3db1d 100644 --- a/landing/lenses/021050.json +++ b/landing/lenses/021050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 41.64, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 43.89, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 41.64, + "grade": "dCR-BB-", + "score": 43.89, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 42.37, + "score": 44.56, "assumptions": { "scenarioStress": "moderate" } @@ -841,11 +841,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -913,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 67점으로 등급 하방 압력", @@ -934,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,15 +1056,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1094,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1228,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1241,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1260,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1301,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1561,12 +1556,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:147f267da683", + "target": "021050", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/021080.json b/landing/lenses/021080.json index 90d991364779e320a8a4e2e9a74b117095e90512..c0597243c9e81f85f13763bb3c29759ddda645af 100644 --- a/landing/lenses/021080.json +++ b/landing/lenses/021080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -935,8 +935,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -955,8 +955,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1085,7 +1085,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021240.json b/landing/lenses/021240.json index 148ba82c5f6861270a74cbabb658618e08515593..df9c5561a1359f19b36b268b018de5d28b27ba53 100644 --- a/landing/lenses/021240.json +++ b/landing/lenses/021240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021320.json b/landing/lenses/021320.json index 50a43532a4c57bd9edac307e30fa6a9cab4b4570..2b03c0a2662a069b2514433171dd9103b1c972eb 100644 --- a/landing/lenses/021320.json +++ b/landing/lenses/021320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1007,8 +1007,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1027,8 +1027,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021650.json b/landing/lenses/021650.json index 1e7f67e201df4acaaf0b7c04310e7fca5b0e4e30..742301ba301a787968aeebb9dd7a15962c29b41c 100644 --- a/landing/lenses/021650.json +++ b/landing/lenses/021650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021820.json b/landing/lenses/021820.json index 5d4362eca8d96ce0a2a2f9a68a4ec8f85348b343..78f9fd0bfc81e28c705609b6c75944e36b0ff7be 100644 --- a/landing/lenses/021820.json +++ b/landing/lenses/021820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1198,13 +1198,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021880.json b/landing/lenses/021880.json index 5b6c34f0add6c38edf45d42e24f3da27b74a82dc..63f58d93149b775f6cf37c19120982e06382754b 100644 --- a/landing/lenses/021880.json +++ b/landing/lenses/021880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -384,13 +384,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -490,14 +490,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -617,10 +617,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -636,10 +636,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -659,7 +659,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0218L0.json b/landing/lenses/0218L0.json index dacecd81b35ca7e51d7d64f3cac2215aed449ba4..ee96ad40b056218af115b54a0466126bf4a857d6 100644 --- a/landing/lenses/0218L0.json +++ b/landing/lenses/0218L0.json @@ -9,7 +9,939 @@ "quant", "macro" ], - "products": {}, + "products": { + "analysis": { + "schemaVersion": 1, + "identity": { + "target": "0218L0", + "market": "KR", + "engine": "analysis", + "axis": "종합평가", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": null, + "retrievedAt": "2026-10-18" + }, + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "blocked", + "conclusion": { + "label": "판단 보류", + "summary": "대표 판단을 만들 직접 재무 근거가 없어 결론을 차단했습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "requiredDomainCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags" + } + ], + "scenarios": [], + "falsifiers": [], + "payload": { + "blockRefs": [ + "scorecard", + "piotroski", + "summaryFlags", + "representative" + ], + "coverage": { + "requiredDomains": [ + "earnings", + "cash", + "resilience", + "quality" + ], + "observedRequiredDomains": 0, + "domainCoverage": { + "earnings": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "cash": { + "status": "missing", + "observed": 0, + "expected": 1 + }, + "resilience": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "quality": { + "status": "missing", + "observed": 0, + "expected": 1 + } + }, + "observedComponents": 0, + "totalComponents": 6, + "components": [ + { + "id": "earnings.marginTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.marginTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "earnings.growthTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.growthTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "cash.cashQuality", + "domain": "cash", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.cash.cashQuality", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.leverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.coverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "quality.earningsQualityFlags", + "domain": "quality", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + } + ] + }, + "assessment": { + "label": "판단 보류", + "summary": "0개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", + "score": null, + "drivers": [], + "positiveDrivers": [], + "negativeDrivers": [] + } + } + }, + "industry": { + "schemaVersion": 1, + "identity": { + "target": "0218L0", + "market": "KR", + "engine": "industry", + "axis": "회사위치", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": { + "mappingUpdatedAt": null, + "financialPeriod": null, + "retrievedAt": "2026-10-18" + }, + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "blocked", + "conclusion": { + "label": "산업 위치 판단 불가", + "summary": "산업 가치사슬의 primary 위치 매핑이 없습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "mappingConfidenceAndBlockCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy" + } + ], + "scenarios": [], + "falsifiers": [ + { + "id": "positionRemap", + "condition": "primary 산업 노드의 stage 또는 source가 변경되면 가치사슬 결론을 다시 평가합니다.", + "sourceRef": "stage" + } + ], + "payload": { + "blockRefs": [ + "industry", + "stage", + "sectorMetrics", + "sectorCycle", + "profitPool", + "relationships", + "concentration" + ], + "coverage": { + "observedBlocks": 0, + "totalBlocks": 6, + "blocks": { + "position": false, + "sectorMetrics": false, + "sectorCycle": false, + "profitPool": false, + "relationships": false, + "concentration": false + } + }, + "peerCount": 0, + "relationshipCoverage": { + "count": null, + "evidenceCoverage": null, + "amountCoverage": null, + "ratioCoverage": null + } + } + }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "0218L0", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-16", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, + "macro": { + "schemaVersion": 1, + "identity": { + "target": "0218L0", + "market": "KR", + "engine": "macro", + "axis": "전파", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "partial", + "conclusion": { + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + }, + "confidence": { + "level": "medium", + "score": 60.0, + "method": "macroObservationAndCompanyEvidenceCoverage" + }, + "drivers": [ + { + "id": "BAMLH0A0HYM2", + "label": "미국 HY 스프레드", + "value": 3.23, + "unit": "%p", + "signal": "falling", + "change": -0.020000000000000018, + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" + }, + { + "id": "BASE_RATE", + "label": "한국 기준금리", + "value": 3.0, + "unit": "%", + "signal": "flat", + "change": 0.0, + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE" + }, + { + "id": "CPI", + "label": "소비자물가 YoY", + "value": 120.43, + "unit": "%", + "signal": "rising", + "change": 0.38000000000000966, + "sourceRef": "macro/ecos/observations.parquet#CPI" + }, + { + "id": "DCOILWTICO", + "label": "WTI", + "value": 101.91, + "unit": "$", + "signal": "rising", + "change": 1.0499999999999972, + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" + }, + { + "id": "EXPORT", + "label": "수출 YoY", + "value": 104800.5, + "unit": "%", + "signal": "rising", + "change": 4350.5, + "sourceRef": "macro/ecos/observations.parquet#EXPORT" + }, + { + "id": "USDKRW", + "label": "원/달러", + "value": 1331.4, + "unit": "원", + "signal": "falling", + "change": -13.199999999999818, + "sourceRef": "macro/ecos/observations.parquet#USDKRW" + } + ], + "claims": [], + "evidence": [ + { + "id": "macro.driver.BAMLH0A0HYM2", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", + "status": "observed", + "observedAt": "2026-10-15", + "detail": "미국 HY 스프레드 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.BASE_RATE", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", + "status": "observed", + "observedAt": "2026-10-08", + "detail": "한국 기준금리 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.CPI", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#CPI", + "status": "observed", + "observedAt": "2026-09-01", + "detail": "소비자물가 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.DCOILWTICO", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", + "status": "observed", + "observedAt": "2026-10-14", + "detail": "WTI 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.EXPORT", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#EXPORT", + "status": "observed", + "observedAt": "2026-08-01", + "detail": "수출 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.USDKRW", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#USDKRW", + "status": "observed", + "observedAt": "2026-10-16", + "detail": "원/달러 최신 관측과 직전 변화" + } + ], + "assumptions": [ + { + "id": "edgeSign", + "value": "registryPrior", + "reason": "경로 부호와 시차는 기업별 회귀계수가 아니라 registry prior입니다." + } + ], + "gaps": [ + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/0218L0" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/0218L0/product" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff" + } + ], + "scenarios": [ + { + "id": "fx-export-revenue", + "driverId": "USDKRW", + "condition": "USDKRW 방향이 반전될 때 매출 성장률 / 환산손익 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + }, + { + "id": "export-demand-revenue", + "driverId": "EXPORT", + "condition": "EXPORT 방향이 반전될 때 매출 성장률 / 가동률 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "rate-debt-interest", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 이자비용 / 차입 재조달 경로 재평가", + "lagMonths": [ + 3, + 12 + ] + }, + { + "id": "rate-bank-margin", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 순이자마진 / 조달비용 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "hy-risk-premium", + "driverId": "BAMLH0A0HYM2", + "condition": "BAMLH0A0HYM2 방향이 반전될 때 신용스프레드 / 위험프리미엄 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + } + ], + "falsifiers": [ + { + "id": "fx-export-revenue.0", + "condition": "달러 원가 비중이 해외 매출 효과를 상쇄" + }, + { + "id": "fx-export-revenue.1", + "condition": "헤지 정책으로 환산 민감도 약화" + }, + { + "id": "export-demand-revenue.0", + "condition": "내수 매출 중심" + }, + { + "id": "export-demand-revenue.1", + "condition": "재고 과잉으로 출하 증가가 매출로 이어지지 않음" + }, + { + "id": "rate-debt-interest.0", + "condition": "순현금 기업" + }, + { + "id": "rate-debt-interest.1", + "condition": "고정금리 장기차입 중심" + }, + { + "id": "rate-debt-interest.2", + "condition": "이자수익이 비용을 상쇄" + }, + { + "id": "rate-bank-margin.0", + "condition": "조달비용이 대출금리보다 빠르게 상승" + }, + { + "id": "rate-bank-margin.1", + "condition": "대손비용 증가가 NIM 개선을 상쇄" + }, + { + "id": "hy-risk-premium.0", + "condition": "무차입 또는 충분한 현금" + }, + { + "id": "hy-risk-premium.1", + "condition": "방어적 현금흐름" + }, + { + "id": "hy-risk-premium.2", + "condition": "정부/모회사 지원 가능성" + } + ], + "payload": { + "blockRefs": [ + "drivers", + "edges", + "regimeEvidence" + ], + "companyBound": true, + "companyEdgeCount": 0, + "edgeCount": 7 + } + } + }, + "statusCounts": { + "blocked": 2, + "partial": 2 + }, + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend", + "engine": "analysis" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend", + "engine": "analysis" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality", + "engine": "analysis" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "engine": "analysis" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ValueError: 'BS' topic 의 데이터를 가져올 수 없습니다. topic 이름을 확인하거나 c.panel('BS') 로 직접 호출해보세요." + }, + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason", + "engine": "industry" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position", + "engine": "industry" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics", + "engine": "industry" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle", + "engine": "industry" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool", + "engine": "industry" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships", + "engine": "industry" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration", + "engine": "industry" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy", + "engine": "industry" + }, + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/0218L0", + "engine": "macro" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/0218L0/product", + "engine": "macro" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest", + "engine": "macro" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin", + "engine": "macro" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium", + "engine": "macro" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost", + "engine": "macro" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff", + "engine": "macro" + } + ], + "noComposite": true, "tensions": { "schemaVersion": 1, "items": [], @@ -17,58 +949,29 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "growthCreditTradeoff", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "industryExecutionCounterforce", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "macroCompanyCounterforce", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" } ], "noComposite": true - }, - "statusCounts": {}, - "gaps": [ - { - "engine": "analysis", - "status": "blocked", - "reason": "ValueError: '0218L0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0218L" - }, - { - "engine": "credit", - "status": "blocked", - "reason": "ValueError: '0218L0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0218L" - }, - { - "engine": "industry", - "status": "blocked", - "reason": "ValueError: '0218L0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0218L" - }, - { - "engine": "quant", - "status": "blocked", - "reason": "ValueError: '0218L0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0218L" - }, - { - "engine": "macro", - "status": "blocked", - "reason": "ValueError: '0218L0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0218L" - } - ], - "noComposite": true + } } diff --git a/landing/lenses/021960.json b/landing/lenses/021960.json index 2af062dd0633c26b2ad89a51f01724eb443e07a1..52bc694f2aa6ffe8f1020ffc43463044c93808f8 100644 --- a/landing/lenses/021960.json +++ b/landing/lenses/021960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0220W0.json b/landing/lenses/0220W0.json index b87f81be97f0d6af74481d156cc731d6a1dc9304..bad7ce83cd842914bd652f148eab7b954cbb5b61 100644 --- a/landing/lenses/0220W0.json +++ b/landing/lenses/0220W0.json @@ -9,7 +9,939 @@ "quant", "macro" ], - "products": {}, + "products": { + "analysis": { + "schemaVersion": 1, + "identity": { + "target": "0220W0", + "market": "KR", + "engine": "analysis", + "axis": "종합평가", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": null, + "retrievedAt": "2026-10-18" + }, + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "blocked", + "conclusion": { + "label": "판단 보류", + "summary": "대표 판단을 만들 직접 재무 근거가 없어 결론을 차단했습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "requiredDomainCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags" + } + ], + "scenarios": [], + "falsifiers": [], + "payload": { + "blockRefs": [ + "scorecard", + "piotroski", + "summaryFlags", + "representative" + ], + "coverage": { + "requiredDomains": [ + "earnings", + "cash", + "resilience", + "quality" + ], + "observedRequiredDomains": 0, + "domainCoverage": { + "earnings": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "cash": { + "status": "missing", + "observed": 0, + "expected": 1 + }, + "resilience": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "quality": { + "status": "missing", + "observed": 0, + "expected": 1 + } + }, + "observedComponents": 0, + "totalComponents": 6, + "components": [ + { + "id": "earnings.marginTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.marginTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "earnings.growthTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.growthTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "cash.cashQuality", + "domain": "cash", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.cash.cashQuality", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.leverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.coverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "quality.earningsQualityFlags", + "domain": "quality", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + } + ] + }, + "assessment": { + "label": "판단 보류", + "summary": "0개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", + "score": null, + "drivers": [], + "positiveDrivers": [], + "negativeDrivers": [] + } + } + }, + "industry": { + "schemaVersion": 1, + "identity": { + "target": "0220W0", + "market": "KR", + "engine": "industry", + "axis": "회사위치", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": { + "mappingUpdatedAt": null, + "financialPeriod": null, + "retrievedAt": "2026-10-18" + }, + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "blocked", + "conclusion": { + "label": "산업 위치 판단 불가", + "summary": "산업 가치사슬의 primary 위치 매핑이 없습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "mappingConfidenceAndBlockCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy" + } + ], + "scenarios": [], + "falsifiers": [ + { + "id": "positionRemap", + "condition": "primary 산업 노드의 stage 또는 source가 변경되면 가치사슬 결론을 다시 평가합니다.", + "sourceRef": "stage" + } + ], + "payload": { + "blockRefs": [ + "industry", + "stage", + "sectorMetrics", + "sectorCycle", + "profitPool", + "relationships", + "concentration" + ], + "coverage": { + "observedBlocks": 0, + "totalBlocks": 6, + "blocks": { + "position": false, + "sectorMetrics": false, + "sectorCycle": false, + "profitPool": false, + "relationships": false, + "concentration": false + } + }, + "peerCount": 0, + "relationshipCoverage": { + "count": null, + "evidenceCoverage": null, + "amountCoverage": null, + "ratioCoverage": null + } + } + }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "0220W0", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.25, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.25 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-16", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, + "macro": { + "schemaVersion": 1, + "identity": { + "target": "0220W0", + "market": "KR", + "engine": "macro", + "axis": "전파", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "partial", + "conclusion": { + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + }, + "confidence": { + "level": "medium", + "score": 60.0, + "method": "macroObservationAndCompanyEvidenceCoverage" + }, + "drivers": [ + { + "id": "BAMLH0A0HYM2", + "label": "미국 HY 스프레드", + "value": 3.23, + "unit": "%p", + "signal": "falling", + "change": -0.020000000000000018, + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" + }, + { + "id": "BASE_RATE", + "label": "한국 기준금리", + "value": 3.0, + "unit": "%", + "signal": "flat", + "change": 0.0, + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE" + }, + { + "id": "CPI", + "label": "소비자물가 YoY", + "value": 120.43, + "unit": "%", + "signal": "rising", + "change": 0.38000000000000966, + "sourceRef": "macro/ecos/observations.parquet#CPI" + }, + { + "id": "DCOILWTICO", + "label": "WTI", + "value": 101.91, + "unit": "$", + "signal": "rising", + "change": 1.0499999999999972, + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" + }, + { + "id": "EXPORT", + "label": "수출 YoY", + "value": 104800.5, + "unit": "%", + "signal": "rising", + "change": 4350.5, + "sourceRef": "macro/ecos/observations.parquet#EXPORT" + }, + { + "id": "USDKRW", + "label": "원/달러", + "value": 1331.4, + "unit": "원", + "signal": "falling", + "change": -13.199999999999818, + "sourceRef": "macro/ecos/observations.parquet#USDKRW" + } + ], + "claims": [], + "evidence": [ + { + "id": "macro.driver.BAMLH0A0HYM2", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", + "status": "observed", + "observedAt": "2026-10-15", + "detail": "미국 HY 스프레드 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.BASE_RATE", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", + "status": "observed", + "observedAt": "2026-10-08", + "detail": "한국 기준금리 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.CPI", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#CPI", + "status": "observed", + "observedAt": "2026-09-01", + "detail": "소비자물가 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.DCOILWTICO", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", + "status": "observed", + "observedAt": "2026-10-14", + "detail": "WTI 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.EXPORT", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#EXPORT", + "status": "observed", + "observedAt": "2026-08-01", + "detail": "수출 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.USDKRW", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#USDKRW", + "status": "observed", + "observedAt": "2026-10-16", + "detail": "원/달러 최신 관측과 직전 변화" + } + ], + "assumptions": [ + { + "id": "edgeSign", + "value": "registryPrior", + "reason": "경로 부호와 시차는 기업별 회귀계수가 아니라 registry prior입니다." + } + ], + "gaps": [ + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/0220W0" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/0220W0/product" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff" + } + ], + "scenarios": [ + { + "id": "fx-export-revenue", + "driverId": "USDKRW", + "condition": "USDKRW 방향이 반전될 때 매출 성장률 / 환산손익 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + }, + { + "id": "export-demand-revenue", + "driverId": "EXPORT", + "condition": "EXPORT 방향이 반전될 때 매출 성장률 / 가동률 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "rate-debt-interest", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 이자비용 / 차입 재조달 경로 재평가", + "lagMonths": [ + 3, + 12 + ] + }, + { + "id": "rate-bank-margin", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 순이자마진 / 조달비용 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "hy-risk-premium", + "driverId": "BAMLH0A0HYM2", + "condition": "BAMLH0A0HYM2 방향이 반전될 때 신용스프레드 / 위험프리미엄 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + } + ], + "falsifiers": [ + { + "id": "fx-export-revenue.0", + "condition": "달러 원가 비중이 해외 매출 효과를 상쇄" + }, + { + "id": "fx-export-revenue.1", + "condition": "헤지 정책으로 환산 민감도 약화" + }, + { + "id": "export-demand-revenue.0", + "condition": "내수 매출 중심" + }, + { + "id": "export-demand-revenue.1", + "condition": "재고 과잉으로 출하 증가가 매출로 이어지지 않음" + }, + { + "id": "rate-debt-interest.0", + "condition": "순현금 기업" + }, + { + "id": "rate-debt-interest.1", + "condition": "고정금리 장기차입 중심" + }, + { + "id": "rate-debt-interest.2", + "condition": "이자수익이 비용을 상쇄" + }, + { + "id": "rate-bank-margin.0", + "condition": "조달비용이 대출금리보다 빠르게 상승" + }, + { + "id": "rate-bank-margin.1", + "condition": "대손비용 증가가 NIM 개선을 상쇄" + }, + { + "id": "hy-risk-premium.0", + "condition": "무차입 또는 충분한 현금" + }, + { + "id": "hy-risk-premium.1", + "condition": "방어적 현금흐름" + }, + { + "id": "hy-risk-premium.2", + "condition": "정부/모회사 지원 가능성" + } + ], + "payload": { + "blockRefs": [ + "drivers", + "edges", + "regimeEvidence" + ], + "companyBound": true, + "companyEdgeCount": 0, + "edgeCount": 7 + } + } + }, + "statusCounts": { + "blocked": 2, + "partial": 2 + }, + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend", + "engine": "analysis" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend", + "engine": "analysis" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality", + "engine": "analysis" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "engine": "analysis" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ValueError: 'BS' topic 의 데이터를 가져올 수 없습니다. topic 이름을 확인하거나 c.panel('BS') 로 직접 호출해보세요." + }, + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason", + "engine": "industry" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position", + "engine": "industry" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics", + "engine": "industry" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle", + "engine": "industry" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool", + "engine": "industry" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships", + "engine": "industry" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration", + "engine": "industry" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy", + "engine": "industry" + }, + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/0220W0", + "engine": "macro" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/0220W0/product", + "engine": "macro" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest", + "engine": "macro" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin", + "engine": "macro" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium", + "engine": "macro" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost", + "engine": "macro" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff", + "engine": "macro" + } + ], + "noComposite": true, "tensions": { "schemaVersion": 1, "items": [], @@ -17,58 +949,29 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "growthCreditTradeoff", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "industryExecutionCounterforce", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "macroCompanyCounterforce", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" } ], "noComposite": true - }, - "statusCounts": {}, - "gaps": [ - { - "engine": "analysis", - "status": "blocked", - "reason": "ValueError: '0220W0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0220W" - }, - { - "engine": "credit", - "status": "blocked", - "reason": "ValueError: '0220W0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0220W" - }, - { - "engine": "industry", - "status": "blocked", - "reason": "ValueError: '0220W0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0220W" - }, - { - "engine": "quant", - "status": "blocked", - "reason": "ValueError: '0220W0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0220W" - }, - { - "engine": "macro", - "status": "blocked", - "reason": "ValueError: '0220W0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0220W" - } - ], - "noComposite": true + } } diff --git a/landing/lenses/022100.json b/landing/lenses/022100.json index 25338ee2c24eef2d3ee70f86714193d0e18a0175..4549b9e9aafb10412a0ec17633cf4943b2c4f1d3 100644 --- a/landing/lenses/022100.json +++ b/landing/lenses/022100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/022220.json b/landing/lenses/022220.json index c8efa37f813c69384243d4fdad7c4d22bc12d809..2e98d3a747848687869a7a99d2978194872b364f 100644 --- a/landing/lenses/022220.json +++ b/landing/lenses/022220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,10 +1230,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1248,10 +1248,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023000.json b/landing/lenses/023000.json index 7e3e44d33025f88d0895e5d05837e7c746e85f25..48067f1dac131e91bdcd13bc97f7694a0e5ab80c 100644 --- a/landing/lenses/023000.json +++ b/landing/lenses/023000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,10 +1232,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1250,10 +1250,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023150.json b/landing/lenses/023150.json index c711d2034bc59458ced9a926a706450cabe252b4..7d2b1ceb928554a6364f4894863a248fb8afe971 100644 --- a/landing/lenses/023150.json +++ b/landing/lenses/023150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1511,7 +1511,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1533,7 +1533,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1551,8 +1551,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/023160.json b/landing/lenses/023160.json index 6f959d5bd52f4c0308c07062d1c4e7226287546b..edef026e19f468cc8a889b50d11708c19ed38aed 100644 --- a/landing/lenses/023160.json +++ b/landing/lenses/023160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023350.json b/landing/lenses/023350.json index 55c1f6d35beeaa15cb6fe89f828ac00d951fa1b6..6c912eb3c51fe1b6d68cbf9decd0b978d8dc94f9 100644 --- a/landing/lenses/023350.json +++ b/landing/lenses/023350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023410.json b/landing/lenses/023410.json index 3891d54b91fb92f4c7a386decfd1d005cac7dbcb..9e1c4e8109bd3886e5a3888bf08dd38600073e0a 100644 --- a/landing/lenses/023410.json +++ b/landing/lenses/023410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023440.json b/landing/lenses/023440.json index 646d631d22db48e38d391165a73b79bbcf11b937..27705572a7050e529bd5d0c49dd5891f71ac588a 100644 --- a/landing/lenses/023440.json +++ b/landing/lenses/023440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 83점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.44%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023450.json b/landing/lenses/023450.json index 6d3c236f51eb0051b7bef01f96de7995f7f06b59..d9ac28a68c00e833ff6b1361a513d73ba250e69c 100644 --- a/landing/lenses/023450.json +++ b/landing/lenses/023450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023460.json b/landing/lenses/023460.json index 2688a693979afe92bf6ed80357297365e3338b18..a490a97ce133c128d08c9a6b8652f1366c717a99 100644 --- a/landing/lenses/023460.json +++ b/landing/lenses/023460.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/023530.json b/landing/lenses/023530.json index bbe498b45870c3310059711938dbc583a4092937..975ec60779fcb3ea0681d3e610f9d17b2d5014d6 100644 --- a/landing/lenses/023530.json +++ b/landing/lenses/023530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1460,88 +1460,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:304df9125de8", - "target": "023530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.535 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/023590.json b/landing/lenses/023590.json index e0b56789dc93bd2a4258b676766075556ae94f72..b64272994b3339ddfde6c030b541e773c104d90a 100644 --- a/landing/lenses/023590.json +++ b/landing/lenses/023590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1116,7 +1116,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1158,8 +1158,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1194,7 +1194,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1250,10 +1250,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1269,10 +1269,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1480,7 +1480,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1502,7 +1502,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1520,8 +1520,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/023600.json b/landing/lenses/023600.json index e141fb3b444d690a313d6ee576b71759b7e79274..abfd705b2c7ac40b3ea2dd8224e1b886eb2a958c 100644 --- a/landing/lenses/023600.json +++ b/landing/lenses/023600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023760.json b/landing/lenses/023760.json index d5250661e5d88984b14b50c78920d89cd250bf28..99a25e3e3260186411c2c1d9bb73ea87d0f5f126 100644 --- a/landing/lenses/023760.json +++ b/landing/lenses/023760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -603,19 +603,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -636,8 +636,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -682,17 +682,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -702,7 +702,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -755,13 +755,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -770,7 +770,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023770.json b/landing/lenses/023770.json index 2af883312040b24961592d83f06cd05914991431..3557f30e2392f47536c5894e2104d2ffd439c000 100644 --- a/landing/lenses/023770.json +++ b/landing/lenses/023770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023790.json b/landing/lenses/023790.json index 7845d86133706d29e1bbaa24fca6c302e983c6af..af2cb8729413399c67f3eb0e78ca20a2734f5aa5 100644 --- a/landing/lenses/023790.json +++ b/landing/lenses/023790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 73점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 92.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 96.84%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023800.json b/landing/lenses/023800.json index 692b1c25ad507bd10278882a2cc179728f5addeb..51dfee12c18c7e2616ae4c400068239e9fdf0767 100644 --- a/landing/lenses/023800.json +++ b/landing/lenses/023800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/023810.json b/landing/lenses/023810.json index 87c70d33387e8bfe1e119745b290afa2b437dd41..e0ea81c0b91b16a813b5e4bb0667f1239ad5fbf6 100644 --- a/landing/lenses/023810.json +++ b/landing/lenses/023810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 37.24, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 41.40, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 37.24, + "score": 41.4, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 38.41, + "grade": "dCR-BB-", + "score": 42.5, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.자본구조" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,6 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 47점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 10.72%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023900.json b/landing/lenses/023900.json index 651a3f467b46ec5dbc7e902e4d995401c391e027..15c8bb9ec38b4f2df923386c72f4678cd48dd5f8 100644 --- a/landing/lenses/023900.json +++ b/landing/lenses/023900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/023910.json b/landing/lenses/023910.json index dd9b20cece5ac4c0886732e4c0210d876a0e7efe..bcb9e94c7ce5ee7fd5a2e7171a2b6f01a12b338f 100644 --- a/landing/lenses/023910.json +++ b/landing/lenses/023910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1069,7 +1069,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023960.json b/landing/lenses/023960.json index f52f7415c4992575e9db8fd4a9c7a848eee9a15b..8d1fbed349ef47d7b87eed24eff1ac4bb199678e 100644 --- a/landing/lenses/023960.json +++ b/landing/lenses/023960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024060.json b/landing/lenses/024060.json index e9d76fc39d09ff421ebbea23fc921b5dd4d88d18..3c4f7edbe8fa4ebbb5371fbebac3f38314b896c8 100644 --- a/landing/lenses/024060.json +++ b/landing/lenses/024060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,10 +1234,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1252,10 +1252,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024070.json b/landing/lenses/024070.json index 3bf374b55e3012fcdfe522e09a86de8f3a20a0bf..76327485e0340b7d4d0e8f77a37ad0722d405658 100644 --- a/landing/lenses/024070.json +++ b/landing/lenses/024070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024090.json b/landing/lenses/024090.json index 53a3f2ef362087f62a6a5120853c0151ff8029ff..c604286459accf3507a4e0ff98778d5bcbe5e8fb 100644 --- a/landing/lenses/024090.json +++ b/landing/lenses/024090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024110.json b/landing/lenses/024110.json index d3177516f3519e1757e70e40c391294ca5bc673b..20622593a9efb3dfe0363dfe41f78bcaca292115 100644 --- a/landing/lenses/024110.json +++ b/landing/lenses/024110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -703,7 +703,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024120.json b/landing/lenses/024120.json index b368ee73472e5fae72a87d4ad042af09009de1e3..9ba6f41ddc41c07e344970d495d72e312cc1c281 100644 --- a/landing/lenses/024120.json +++ b/landing/lenses/024120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024720.json b/landing/lenses/024720.json index 8249ff9951d7c0b2301ff0bc174d886028a341f5..9306c70594595d3488a447ce6642aae8b7abd7c3 100644 --- a/landing/lenses/024720.json +++ b/landing/lenses/024720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -935,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024740.json b/landing/lenses/024740.json index 98aa96a50e466249ac7bee4da90bf3af0e501175..f5c46e23e86e3b5177c26dc7760d70a7e8d7a919 100644 --- a/landing/lenses/024740.json +++ b/landing/lenses/024740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024800.json b/landing/lenses/024800.json index 43ee669c1265172dd0ed2e57025c7d21af0a905f..28b2f741f6967e5ababa0d9bfe5282285085eac6 100644 --- a/landing/lenses/024800.json +++ b/landing/lenses/024800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024810.json b/landing/lenses/024810.json index b560991a81fdf8a01770f0e12e75723e48487607..07b9201e5eec40c84c569a9cd2af5ed3ef10900d 100644 --- a/landing/lenses/024810.json +++ b/landing/lenses/024810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024830.json b/landing/lenses/024830.json index d932dcde90345657b8640a951b246b7999b5f614..4c91e76ad58798115db8fc11bb98015135f44bdf 100644 --- a/landing/lenses/024830.json +++ b/landing/lenses/024830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -706,7 +706,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/024830/axes/자본구조", "status": "derived", - "detail": "위험점수 1.50, 가중치 20%" + "detail": "위험점수 1.30, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -781,51 +781,51 @@ "gradeHistory": [ { "period": "2026", - "score": 0.94, + "score": 0.56, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.37, + "score": 0.23, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 0.33, + "score": 0.2, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 0.49, + "score": 0.3, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2022", - "score": 0.66, + "score": 0.51, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2021", - "score": 1.33, + "score": 1.18, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 9.97, + "score": 9.29, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2019", - "score": 13.65, - "grade": "A", - "pdEstimate": 0.06 + "score": 12.45, + "grade": "A+", + "pdEstimate": 0.04 } ], "coverage": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1155,10 +1155,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1173,10 +1173,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024840.json b/landing/lenses/024840.json index d4cad76d3fe5a72d1d07b5c669d6021c24a2989d..f2d53f72e78a73281625d3a366a64e4c58234d1d 100644 --- a/landing/lenses/024840.json +++ b/landing/lenses/024840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 32.63, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 34.63, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 32.63, + "score": 34.63, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 33.48, + "score": 35.48, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1595,12 +1595,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:cc0ca7a31778", + "target": "024840", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/024850.json b/landing/lenses/024850.json index f11a4415b105c982e2c62133118e1be4d376dbe6..8a0c0ffa064e9f9ec74c3960bb6252d6ca876ff1 100644 --- a/landing/lenses/024850.json +++ b/landing/lenses/024850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -979,19 +979,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1137,7 +1137,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,10 +1205,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1483,88 +1483,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:035469433102", - "target": "024850", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/024880.json b/landing/lenses/024880.json index d1e98cc3a7e06e5140c1a096a7e66142476e504d..d4d83789d1e995f3157ea6ee86c75a2d3e190684 100644 --- a/landing/lenses/024880.json +++ b/landing/lenses/024880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 6.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 7.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024890.json b/landing/lenses/024890.json index ce0bad3a151f9dfc57b6481551ec56d0e29107ea..11e6d6d510148d3a1559672f7e601a74585dd367 100644 --- a/landing/lenses/024890.json +++ b/landing/lenses/024890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 29.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 27.54%). 최근 주가 하락이 반영된 결과", "D/EBITDA 77.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1516,7 +1516,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1538,7 +1538,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1556,15 +1556,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/024900.json b/landing/lenses/024900.json index 92b47bca73fea6a99a519ff5aee8f1561067e62c..5f8b24aee0b93550ffb58083305b1c8d0fed4c0b 100644 --- a/landing/lenses/024900.json +++ b/landing/lenses/024900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 27.97, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 30.22, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 27.97, + "score": 30.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 29.0, + "score": 31.25, "assumptions": { "scenarioStress": "moderate" } @@ -912,6 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 47점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024910.json b/landing/lenses/024910.json index 311bc4f694dbdd7a4db806efc219d2afdf2579fb..ea458f2ae374d9e05eddb9cf547604d41f88285e 100644 --- a/landing/lenses/024910.json +++ b/landing/lenses/024910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024940.json b/landing/lenses/024940.json index 9bd3636b05dca05fe13a802b19a77036eac11564..100f0023a3648fb37b0d65222d8748ae6a330875 100644 --- a/landing/lenses/024940.json +++ b/landing/lenses/024940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024950.json b/landing/lenses/024950.json index 83a95fa8370e29a91a839f47eb7225ab14edeb77..a7dc553d798db2ad4cc945598e41b959c7e48616 100644 --- a/landing/lenses/024950.json +++ b/landing/lenses/024950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1501,12 +1501,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1b51f887865d", + "target": "024950", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.364 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/025000.json b/landing/lenses/025000.json index 38a4b1a1cd1b42119d98024b56002ec9eb337d04..b84e49832944feaad60b5074e129d634f7bd7122 100644 --- a/landing/lenses/025000.json +++ b/landing/lenses/025000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025320.json b/landing/lenses/025320.json index 252cab80a53ad6e1c07dcfdd94f614ced55910c2..952bc2f2517504820b79465fa3a73d8f7e93c8c8 100644 --- a/landing/lenses/025320.json +++ b/landing/lenses/025320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025440.json b/landing/lenses/025440.json index a679f1d07f6ae3e5b1f885a0902edf9bd9664b05..b67720dc41da5e184f8e81a753a865ea46e0587c 100644 --- a/landing/lenses/025440.json +++ b/landing/lenses/025440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,10 +1116,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1146,7 +1146,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025530.json b/landing/lenses/025530.json index 059ecf1b9bfdbcc814661e608910a1ffcf3f0433..794c2dbf4174f64bf6de9ea77a7e77c598412798 100644 --- a/landing/lenses/025530.json +++ b/landing/lenses/025530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025540.json b/landing/lenses/025540.json index 6c644f23200421c43168ce71820f1072dc707bb2..e4cb82a1792a4c3c7033db1eee85c0836f57d793 100644 --- a/landing/lenses/025540.json +++ b/landing/lenses/025540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025550.json b/landing/lenses/025550.json index b3c1e50166f26d68295293a425368c0f39807da1..c4b985e416b5ce4f7427fbc603fed3ac2dc3ffeb 100644 --- a/landing/lenses/025550.json +++ b/landing/lenses/025550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025560.json b/landing/lenses/025560.json index dac061abe24695b8d18f71af352d577d65d4aee1..ee4dd88aacf2b7e4e7005885d89e0298f446b7f3 100644 --- a/landing/lenses/025560.json +++ b/landing/lenses/025560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025620.json b/landing/lenses/025620.json index 5d542e6f3670629c46fd68a184cc88cbf78951e4..e0842a12e6494594d98ad4ff85b8652d25db194f 100644 --- a/landing/lenses/025620.json +++ b/landing/lenses/025620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025750.json b/landing/lenses/025750.json index 270337e2b569c72bf51ac92253312d07bd248adc..54efbe47f3cd549bfd0c751e81db5756509cd8f6 100644 --- a/landing/lenses/025750.json +++ b/landing/lenses/025750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.71%). 최근 주가 하락이 반영된 결과", "D/EBITDA 34.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ab30bdb3b623", - "target": "025750", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/025770.json b/landing/lenses/025770.json index 4fdfe9ba999c6cd7b4b1d4a96a7e1f458784da9a..eff08807be3b4b9ca2ec350130771b03f154c051 100644 --- a/landing/lenses/025770.json +++ b/landing/lenses/025770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1490,7 +1490,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1512,7 +1512,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1530,8 +1530,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/025820.json b/landing/lenses/025820.json index 08b6fe17d2aee818c855335b95990f9af099a5df..b5d6cc80b5e2c08756b176b89a2e6bce9a862094 100644 --- a/landing/lenses/025820.json +++ b/landing/lenses/025820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025860.json b/landing/lenses/025860.json index 83f949f14b0aeb1c404ee6bf584a9bb910713593..e4daccf17d5b2a1153e54b1d94ac4d2b253c048d 100644 --- a/landing/lenses/025860.json +++ b/landing/lenses/025860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,7 +1558,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1580,7 +1580,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1598,8 +1598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/025870.json b/landing/lenses/025870.json index b976f18882cec44fc4ebf56671fd31dfe2ebdd91..0cd46eaa42179b1008c8589565b98770276b81ae 100644 --- a/landing/lenses/025870.json +++ b/landing/lenses/025870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 70.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 72.06%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-14", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-14", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-14", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025880.json b/landing/lenses/025880.json index cea3b795ba86d6901983393909a9adba290ebcba..765bda824445d8c758c446550f28e727fad996ef 100644 --- a/landing/lenses/025880.json +++ b/landing/lenses/025880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1551,12 +1551,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f9f4de17c5d7", + "target": "025880", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/025890.json b/landing/lenses/025890.json index 1d4728d3f67c322f7e6021a0764e34440e0a2fe4..3dc1ec5072e376b16c583c9985cee1227e17e513 100644 --- a/landing/lenses/025890.json +++ b/landing/lenses/025890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,10 +1037,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,10 +1173,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025900.json b/landing/lenses/025900.json index 5317c7d7a1a92e33ed5c9d3dd6393ae753d76d3b..96511e58e36fcef9e953bc9753c27ed6b936e5a3 100644 --- a/landing/lenses/025900.json +++ b/landing/lenses/025900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -629,18 +629,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 59.27, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 56.33, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -668,16 +668,6 @@ "contribution": 2.64, "sourceRef": "axes.사업안정성" }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 89.82, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 22.45, - "sourceRef": "axes.채무상환능력" - }, { "id": "axis.유동성", "label": "유동성", @@ -687,6 +677,16 @@ "weight": 15, "contribution": 10.03, "sourceRef": "axes.유동성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 61.89, + "unit": "riskScore", + "direction": "negative", + "weight": 30, + "contribution": 18.57, + "sourceRef": "axes.채무상환능력" } ], "claims": [ @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -730,12 +730,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 소재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -773,14 +773,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/025900/axes/채무상환능력", "status": "derived", - "detail": "위험점수 89.82, 가중치 25%" + "detail": "위험점수 61.89, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/025900/axes/자본구조", "status": "derived", - "detail": "위험점수 38.70, 가중치 20%" + "detail": "위험점수 38.70, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -825,14 +825,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 59.27, + "score": 56.33, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 59.75, + "score": 56.7, "assumptions": { "scenarioStress": "moderate" } @@ -846,8 +846,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -923,7 +923,7 @@ ] }, "divergenceExplanation": [ - "채무상환능력 축이 90점으로 등급 하방 압력", + "유동성 축이 67점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", "D/EBITDA 69.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1067,15 +1067,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1100,8 +1100,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,17 +1146,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1191,7 +1191,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1225,7 +1225,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1234,7 +1234,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1247,10 +1247,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1266,10 +1266,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1469,88 +1469,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2f95f3adfa38", - "target": "025900", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/025950.json b/landing/lenses/025950.json index 695361e0c00b772ecb4d69e241b6e88244a0cc3e..5fd0d8a1c22b3bad3e1ca1cc3027a184efbb6226 100644 --- a/landing/lenses/025950.json +++ b/landing/lenses/025950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025980.json b/landing/lenses/025980.json index 5a57689bd5a46ac50c5ceca862c07238fe636feb..b4ed2b39cf6e3aaea41d41ee4bbd6214ccfdd0fc 100644 --- a/landing/lenses/025980.json +++ b/landing/lenses/025980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 17.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 21.13%). 최근 주가 하락이 반영된 결과", "D/EBITDA 73.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026040.json b/landing/lenses/026040.json index 67ae9e19d940313b067331666a2ee5f6a4dace7e..5321457c6867dc48abe5098338eb7eadeb9600df 100644 --- a/landing/lenses/026040.json +++ b/landing/lenses/026040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,10 +1235,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026150.json b/landing/lenses/026150.json index a080d413f27d6dd77debdc8542dc6856f7ea0428..2f8fe8392c6041324407fc4e236b90d0a5ddc7a2 100644 --- a/landing/lenses/026150.json +++ b/landing/lenses/026150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 34점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 6.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026890.json b/landing/lenses/026890.json index f947a561873a73b37b2029c24851c06904d16fd0..b7e36d875433c9da08ea1693dfd4f968121ca304 100644 --- a/landing/lenses/026890.json +++ b/landing/lenses/026890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,10 +989,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,10 +1120,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1138,10 +1138,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026910.json b/landing/lenses/026910.json index 9bbb44851bb82a711cef3f3cc8dccd27ca472356..fe77c6c26bd3b26a110139c1ed4057b65cc18896 100644 --- a/landing/lenses/026910.json +++ b/landing/lenses/026910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "유동성 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 22.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 17.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026940.json b/landing/lenses/026940.json index a5c1ceae9c489ca5d44247c2d28dcea5b2edbcc6..d072a97317f02d95b24f2547e19ce70c143c2165 100644 --- a/landing/lenses/026940.json +++ b/landing/lenses/026940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026960.json b/landing/lenses/026960.json index 9f7c488bd434d65a114204f030b4abe739bc746a..ac4133ffbffd1a181294af5a03b845c2435a4931 100644 --- a/landing/lenses/026960.json +++ b/landing/lenses/026960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027040.json b/landing/lenses/027040.json index 40b7d28de9e31bea7ce696b482fe06b0021961c6..d3fd4eb35781be1a1ef7016e5be53e8527192b76 100644 --- a/landing/lenses/027040.json +++ b/landing/lenses/027040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1085,7 +1085,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027050.json b/landing/lenses/027050.json index 40fb1bd6d5f6a884f928b067b8cf159201b3eca1..a5e0b50ff0e0d179284028ae1bbd531a35fd7a27 100644 --- a/landing/lenses/027050.json +++ b/landing/lenses/027050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027360.json b/landing/lenses/027360.json index f5e852ab191a7a7edcf8380a77ca4d92550bf38a..a16a957dd929e853dcd9e236fd26cc7524253106 100644 --- a/landing/lenses/027360.json +++ b/landing/lenses/027360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -635,7 +635,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -690,8 +690,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027410.json b/landing/lenses/027410.json index 77c643996f04b6881f7ffb716e0ac11f4fcf04d2..8a4f51cbdbdb9cc38ae9b23805f4fac74c82c089 100644 --- a/landing/lenses/027410.json +++ b/landing/lenses/027410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027580.json b/landing/lenses/027580.json index adb323f088d6443dbcff4b6146ec0276d2700a7a..e29dab1a5ab2c0f4699d8b7b4a61dd695216dd70 100644 --- a/landing/lenses/027580.json +++ b/landing/lenses/027580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 59.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,15 +1057,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:11a3b8640520", - "target": "027580", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.765 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/027710.json b/landing/lenses/027710.json index 335619f96c62dcf9f1ed70756efaa06851f3eb0f..aa254306bfdf2c8cd2cd95ab351f2c9a2cb6a685 100644 --- a/landing/lenses/027710.json +++ b/landing/lenses/027710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027740.json b/landing/lenses/027740.json index 88e3658a1a8e6d7472a7fcbb38d3891453e829c2..e07e63941a56898cc72911ff71d2494d5cbcbaff 100644 --- a/landing/lenses/027740.json +++ b/landing/lenses/027740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/027830.json b/landing/lenses/027830.json index 82ef035c2f69bd11ef2dc2775c073e9ebe0c2283..e699d076d50afa8a68da67d59f264901400641f8 100644 --- a/landing/lenses/027830.json +++ b/landing/lenses/027830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -522,14 +522,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -649,10 +649,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -668,8 +668,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -681,8 +681,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -699,10 +699,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -712,7 +712,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -721,7 +721,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -789,10 +789,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -808,10 +808,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027970.json b/landing/lenses/027970.json index 548b9764802cf8c2f7ea75fc603f42ca887dac11..badbcd6f59b3d03c715cbaa6d8eafa14b4910902 100644 --- a/landing/lenses/027970.json +++ b/landing/lenses/027970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028050.json b/landing/lenses/028050.json index 1c74a520073808fcc92e31dd81d57514e914bb6e..dbde6d67767acc510925e8e903de1285d1cb2a70 100644 --- a/landing/lenses/028050.json +++ b/landing/lenses/028050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028080.json b/landing/lenses/028080.json index 16534687851c87247dcecd04a900e755b3294df6..256cb2d88b8c40f651483d83853b02ae47d23cf8 100644 --- a/landing/lenses/028080.json +++ b/landing/lenses/028080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,17 +622,17 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", + "label": "dCR-BB-", "summary": "dCR 위험점수 42.70, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 IT (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", + "grade": "dCR-BB-", "score": 42.7, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", + "grade": "dCR-BB-", "score": 43.56, "assumptions": { "scenarioStress": "moderate" @@ -853,49 +853,49 @@ "gradeHistory": [ { "period": "2026", - "score": 65.06, - "grade": "B-", - "pdEstimate": 10.0 + "score": 58.05, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2025", - "score": 59.46, + "score": 58.15, "grade": "B", "pdEstimate": 7.0 }, { "period": "2024", - "score": 60.07, + "score": 57.46, "grade": "B", "pdEstimate": 7.0 }, { "period": "2023", - "score": 58.37, + "score": 55.46, "grade": "B", "pdEstimate": 7.0 }, { "period": "2022", - "score": 70.85, - "grade": "CCC", - "pdEstimate": 15.0 + "score": 67.65, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2021", - "score": 64.29, - "grade": "B-", - "pdEstimate": 10.0 + "score": 61.89, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2020", - "score": 48.04, - "grade": "B+", - "pdEstimate": 4.0 + "score": 47.92, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2019", - "score": 37.5, + "score": 37.41, "grade": "BB", "pdEstimate": 1.5 } @@ -908,18 +908,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, - "notchAdjustment": { - "totalNotch": 2, - "reasons": [ - "지주사 별도 부채비율 9% (양호)" - ] - }, + "pdEstimate": 2.5, + "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 17.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 17.39%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", - "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1107,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", @@ -1149,7 +1143,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", @@ -1241,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1260,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1471,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1493,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1511,7 +1505,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", diff --git a/landing/lenses/028100.json b/landing/lenses/028100.json index 953e01338733dfb30021ab2c6e3d5fbb8e525451..baad956a12174257774e7793a6cf132d44fa8ec2 100644 --- a/landing/lenses/028100.json +++ b/landing/lenses/028100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028260.json b/landing/lenses/028260.json index 0908a326754c0477c3dfc867347787c74a45f04c..2c44f6547c3641f1dd22f54376e3324e9db7ac5a 100644 --- a/landing/lenses/028260.json +++ b/landing/lenses/028260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/028300.json b/landing/lenses/028300.json index be813350c4b04ca68e650caed64907390d0b7d47..0d359641b7b9d02126201c77814b96a2e233f909 100644 --- a/landing/lenses/028300.json +++ b/landing/lenses/028300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028670.json b/landing/lenses/028670.json index 6b37f07360d192c7dabf19dc713ce6869ef5636d..a9aa114bb63eba5e69896da185cfd4fa823a44c4 100644 --- a/landing/lenses/028670.json +++ b/landing/lenses/028670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029460.json b/landing/lenses/029460.json index 6f5cb7e5466c8bb8e3a86f32786dc996a17dd125..549beee077885633f2f3256b73923d865cde6c45 100644 --- a/landing/lenses/029460.json +++ b/landing/lenses/029460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -731,12 +731,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029480.json b/landing/lenses/029480.json index e04a1ca988a03852d50b8367848eb3f444219dbf..1a00fe9485e74de3492c5aea2ea95658d0516d3e 100644 --- a/landing/lenses/029480.json +++ b/landing/lenses/029480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029530.json b/landing/lenses/029530.json index 6e55fcd78964b397fef6957917913632267f4dde..f09d0cc06d7f7180e23a1e3e5e65e5b60a9189f8 100644 --- a/landing/lenses/029530.json +++ b/landing/lenses/029530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029780.json b/landing/lenses/029780.json index 1a7d7be856797943b7e913602e66a9074ed977c3..531c972bb95ae328107fdc83b9a6da2db92d158c 100644 --- a/landing/lenses/029780.json +++ b/landing/lenses/029780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -635,8 +635,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -688,10 +688,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029960.json b/landing/lenses/029960.json index 2c183e1511dd65099b0593eb0a9308f6351e4026..3da7386e446cda63ac8179e368db4a1b59a81990 100644 --- a/landing/lenses/029960.json +++ b/landing/lenses/029960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1123,10 +1123,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1142,10 +1142,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,10 +1169,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1187,10 +1187,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030000.json b/landing/lenses/030000.json index 4ad9b9a1674cb20df301ff004c39b982ae0fe9a1..8a8fbd2a80204cacd39d2bc544e061be35864c26 100644 --- a/landing/lenses/030000.json +++ b/landing/lenses/030000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 13.18, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 10.87, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 13.18, + "grade": "dCR-A+", + "score": 10.87, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 14.15, + "grade": "dCR-A+", + "score": 11.79, "assumptions": { "scenarioStress": "moderate" } @@ -904,10 +904,9 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -922,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1082,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1095,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1173,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030190.json b/landing/lenses/030190.json index cc07e1293d54aa904d5388ea5b597ae3b52fe768..a12a7b6b9c654ac4eb345295f013f707dbd1d132 100644 --- a/landing/lenses/030190.json +++ b/landing/lenses/030190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030200.json b/landing/lenses/030200.json index af51aff82d1dee910243c46e1217c1046bd795ed..38ae3c5ff97296c9e6fec0b7f58fcb3f670fd29a 100644 --- a/landing/lenses/030200.json +++ b/landing/lenses/030200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.02%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/030210.json b/landing/lenses/030210.json index 7cbdc5c70a6cf30d51f61ad2364f2f24584eff47..cc79e35301a6cde0f0be4419240b4c4f4959df6f 100644 --- a/landing/lenses/030210.json +++ b/landing/lenses/030210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -145,7 +145,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -423,13 +423,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -529,14 +529,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -656,19 +656,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -689,8 +689,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -702,7 +702,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -722,8 +722,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -735,17 +735,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -755,7 +755,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -780,7 +780,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -814,7 +814,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -823,7 +823,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -836,10 +836,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -855,10 +855,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -878,7 +878,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1101,12 +1101,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4331592d7238", + "target": "030210", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/030350.json b/landing/lenses/030350.json index 06966a72d98b0445a76b4c8899bb313ad570d778..9b8c643e5013c477675ffba1828f2cdd4fb3db0b 100644 --- a/landing/lenses/030350.json +++ b/landing/lenses/030350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030520.json b/landing/lenses/030520.json index 07359686d0d66d1d81549188b84503d32c307c09..94f73a58ee474de1661bfda53c97fd6c5a98b0a0 100644 --- a/landing/lenses/030520.json +++ b/landing/lenses/030520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 5.25, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 6.25, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 5.25, + "score": 6.25, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 6.06, + "score": 7.06, "assumptions": { "scenarioStress": "moderate" } @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,15 +1049,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1451,88 +1451,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6a001b6dd245", - "target": "030520", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.524 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/030530.json b/landing/lenses/030530.json index 570b96888825ceef305210eca315c1053d7de44d..d9f389562aefdea2d363c87e729e1f71accdef73 100644 --- a/landing/lenses/030530.json +++ b/landing/lenses/030530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 37.66, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 39.91, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 37.66, + "score": 39.91, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 38.1, + "score": 40.35, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1512,88 +1512,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0ba2761cd22e", - "target": "030530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.831 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/030610.json b/landing/lenses/030610.json index 4cf5c1e9e880eb041d4649ae4ab1ee1aa1a695c3..8dc477b3d91bd79d109ad14be70197cd4098b6b0 100644 --- a/landing/lenses/030610.json +++ b/landing/lenses/030610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1147,7 +1147,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1169,7 +1169,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1187,8 +1187,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/030720.json b/landing/lenses/030720.json index a39afef7f9d43b25fa83604d4bac2be4c6f906c9..fa81828f7a0aff348c06a6676f7a1ffbf96a9692 100644 --- a/landing/lenses/030720.json +++ b/landing/lenses/030720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030960.json b/landing/lenses/030960.json index 44a0e61ad92aaed33a87b2b6f5d9a767130d4bd5..a9d229c14bc5a1958310db15f7fe5b645b900055 100644 --- a/landing/lenses/030960.json +++ b/landing/lenses/030960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1027,10 +1027,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1046,8 +1046,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1077,10 +1077,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1099,7 +1099,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1167,10 +1167,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1186,10 +1186,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,10 +1213,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1231,10 +1231,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031210.json b/landing/lenses/031210.json index 9bda2a8cf8097d953dc580280efe43f6421d7d31..839077a0c9aca093e4c5ecc5d98da0ae8de8a2f3 100644 --- a/landing/lenses/031210.json +++ b/landing/lenses/031210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031310.json b/landing/lenses/031310.json index ee7ef251b3355d52d11475fed162217f83c868f3..dbae6628599291a6337ce6cfd470e7fc4fb522dc 100644 --- a/landing/lenses/031310.json +++ b/landing/lenses/031310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 25.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 27.65, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,15 +826,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 25.25, + "grade": "dCR-BBB-", + "score": 27.65, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 25.96, + "grade": "dCR-BBB-", + "score": 28.48, "assumptions": { "scenarioStress": "moderate" } @@ -917,11 +917,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031330.json b/landing/lenses/031330.json index ee35d619bfadc434629bac1a67402a0a9a1e8277..36a06ae8192c257a44ad6942017d52fa46731819 100644 --- a/landing/lenses/031330.json +++ b/landing/lenses/031330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5263f716d858", + "target": "031330", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/031430.json b/landing/lenses/031430.json index 9e6ed62435674d08e4be956dff9437cfbdea0c68..d856bca93fcbaa5b858f426837fe2783016ca49b 100644 --- a/landing/lenses/031430.json +++ b/landing/lenses/031430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1520,7 +1520,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1542,7 +1542,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1560,15 +1560,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/031440.json b/landing/lenses/031440.json index bf7d24f0ee47d692938c49df5fd31a76b383244a..3b3e2578ad4fcf0cbef091355b2f9fac3f33f70c 100644 --- a/landing/lenses/031440.json +++ b/landing/lenses/031440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-07-20", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-07-20", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1512,7 +1512,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1534,7 +1534,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1552,7 +1552,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", diff --git a/landing/lenses/031510.json b/landing/lenses/031510.json index 5967e4026dc4b1eded512e7f6f35e6bd07bab0a8..d7df52348c5bf0040b53f7686b52d120e8e5c5a7 100644 --- a/landing/lenses/031510.json +++ b/landing/lenses/031510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031820.json b/landing/lenses/031820.json index e43cd608fbd3b671bbd8f0178be63cfdbcd7ece2..04fe407b69ab1c213d520fd6c6562139ac1f9714 100644 --- a/landing/lenses/031820.json +++ b/landing/lenses/031820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:760a26a498b6", + "target": "031820", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/031860.json b/landing/lenses/031860.json index d31dd3c3f2b535b60a7974a33a994d72af079910..7dad46c21ce4ada83a7fb6e4bda5fe95c2d80048 100644 --- a/landing/lenses/031860.json +++ b/landing/lenses/031860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,7 +842,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 20.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 20.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-08-13", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-08-13", "period": "2025", "status": "derived", @@ -1072,7 +1072,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-08-13", "period": "2025", "status": "observed", @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031980.json b/landing/lenses/031980.json index 35c90b084263c8e20bb873e84e7c7eeff4c3a5fd..1ff123ee1ca8365e218e4c3fe577032ee29e7cd1 100644 --- a/landing/lenses/031980.json +++ b/landing/lenses/031980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031990.json b/landing/lenses/031990.json index 16945a8d294d3eb32dcf5dc656869351e0aa8339..d274e9c328ac04f625bf86ff6ae56855e604c9db 100644 --- a/landing/lenses/031990.json +++ b/landing/lenses/031990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1028,10 +1028,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1046,10 +1046,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1060,7 +1060,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032040.json b/landing/lenses/032040.json index 1db81f364c46afd67d68d0775aea31349e9a6e56..18fd448b727837795d556a87c4105ba0de2f8ab8 100644 --- a/landing/lenses/032040.json +++ b/landing/lenses/032040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032080.json b/landing/lenses/032080.json index d6e0f94d07f58f500863da9246c111d5aa11b572..66beb0ebc0fc19c5593b3d9c39f0e79ffd49ed10 100644 --- a/landing/lenses/032080.json +++ b/landing/lenses/032080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-09-14", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-09-14", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-09-14", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-14", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032190.json b/landing/lenses/032190.json index 243acce05d6d289f972355d2449772ce14cb6746..7625a264bb2fbf3dfdb44efd5a51cbd9a72d5f04 100644 --- a/landing/lenses/032190.json +++ b/landing/lenses/032190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1291,10 +1291,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1309,10 +1309,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1347,7 +1347,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1363,7 +1363,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1687,7 +1687,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1709,7 +1709,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1727,8 +1727,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/032280.json b/landing/lenses/032280.json index 5f4006d0c82328241ab4483f1d3aa375fc3a0b4e..8db5ba8b57ac1c906b7dc0717c1846f973bf4a05 100644 --- a/landing/lenses/032280.json +++ b/landing/lenses/032280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032300.json b/landing/lenses/032300.json index 7d80491cc538ce18dc3d0891f16d80b0d0ca7f4f..8f3e0f547d16d8d3bc682528af5f2119bd694a70 100644 --- a/landing/lenses/032300.json +++ b/landing/lenses/032300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1019,7 +1019,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032350.json b/landing/lenses/032350.json index 5f97af3c65d1b3f32302ea9cc56ceea92dd94903..cd7726bf6be4b62a2ad275ebb1d4bd9d1c95cddb 100644 --- a/landing/lenses/032350.json +++ b/landing/lenses/032350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 14.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 17.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032500.json b/landing/lenses/032500.json index e89080196755ab2eb1565a4d9b8f04c71d0b23e7..38641e715aec67f35d7dbc5c789fbf22ff7e27a7 100644 --- a/landing/lenses/032500.json +++ b/landing/lenses/032500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032540.json b/landing/lenses/032540.json index 22ad94308ab2dd2b6ce0e43cc22cdd46706cf37c..cfccec252c97d45e93591d12eab59222e00e0804 100644 --- a/landing/lenses/032540.json +++ b/landing/lenses/032540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032560.json b/landing/lenses/032560.json index 772d92efb0ae88e3bb93f4bb9cae7fdb6e6424c0..1bc44c9e8d28a5065e09235c3ab0a3071de023e0 100644 --- a/landing/lenses/032560.json +++ b/landing/lenses/032560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 11.94, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 14.32, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 11.94, + "grade": "dCR-A", + "score": 14.32, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 12.93, + "grade": "dCR-A", + "score": 15.36, "assumptions": { "scenarioStress": "moderate" } @@ -905,9 +905,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -922,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1082,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1216,7 +1217,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1229,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1451,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ef7774e0dba5", - "target": "032560", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.681 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/032580.json b/landing/lenses/032580.json index 0945240b5e4ece7c5e0a9a20722a3169975c549d..1380eb489f6866c8ba931057e189dfbd313c8975 100644 --- a/landing/lenses/032580.json +++ b/landing/lenses/032580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032620.json b/landing/lenses/032620.json index fc7c9ebf77f3ff3f152313b10462365804403aa3..82f48a1605a07a82669e16ea6a65f754214e8e9f 100644 --- a/landing/lenses/032620.json +++ b/landing/lenses/032620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d4a6e7f87785", + "target": "032620", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/032640.json b/landing/lenses/032640.json index ddfa82a1bc43533ab760f719a4193ff00fbb002e..fdd72b3bed09a606a66bbbcfc5573f94eb5a349f 100644 --- a/landing/lenses/032640.json +++ b/landing/lenses/032640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032680.json b/landing/lenses/032680.json index 6165581d1d57590bf22a2f28c6094fe7ede26be4..eaff95b1a06b0740688d11ee9460992a6eb35fb0 100644 --- a/landing/lenses/032680.json +++ b/landing/lenses/032680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032710.json b/landing/lenses/032710.json index c82619aebc46677f2689d5c962b7274e9354ded2..e4bcf26bfa463bc082852cc3735729b7116a4dcc 100644 --- a/landing/lenses/032710.json +++ b/landing/lenses/032710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032750.json b/landing/lenses/032750.json index 500de6643852c3eb86ed7c90739d2d8962dca9e7..f4b8258faff2b248c2eda4007912b7e825445fa7 100644 --- a/landing/lenses/032750.json +++ b/landing/lenses/032750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1a8a1205b8fe", - "target": "032750", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.498 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/032790.json b/landing/lenses/032790.json index 960383b89a635a4ef8693fb49fb02d393971dd84..3fe4f02a462cd18b5649488c400a99929a9cb901 100644 --- a/landing/lenses/032790.json +++ b/landing/lenses/032790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032800.json b/landing/lenses/032800.json index 772d54103a59ba1ee64199d85982a58a68baf548..32c769957cdce1352f996b236089685ada322641 100644 --- a/landing/lenses/032800.json +++ b/landing/lenses/032800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032820.json b/landing/lenses/032820.json index 0e2c8847d67d02c6dfb47f6d9bb718f4744b1500..631d70ac321c017ea476c86955d2fb5824966f89 100644 --- a/landing/lenses/032820.json +++ b/landing/lenses/032820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032830.json b/landing/lenses/032830.json index cebc384cabaa79c14a88e5f7773dbdb013a5bb1b..ebf11b53576eb03b72865cbf6fae45234a31186e 100644 --- a/landing/lenses/032830.json +++ b/landing/lenses/032830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -436,13 +436,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -542,14 +542,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -715,7 +715,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -735,8 +735,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -757,8 +757,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -868,10 +868,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -891,7 +891,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1145,7 +1145,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1167,7 +1167,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1185,8 +1185,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/032850.json b/landing/lenses/032850.json index fdb99a2863f376f79326dff18f665cd5eb5d7f41..fad45dfe6da6914d85103ec59e7e509ffd86cfbf 100644 --- a/landing/lenses/032850.json +++ b/landing/lenses/032850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032860.json b/landing/lenses/032860.json index 2cbdbf093aff8abbf1a2f7f2a4bb47bb94718cb1..c3d8d50c9b4a55aa8c0edf38e5ed1e5baaf77708 100644 --- a/landing/lenses/032860.json +++ b/landing/lenses/032860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,10 +1018,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032940.json b/landing/lenses/032940.json index 5baec148caf638fdfd56156f1c2c810e2cdf80bb..fcd6920ddd8113903f0e362b70dbc3a95989ed60 100644 --- a/landing/lenses/032940.json +++ b/landing/lenses/032940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 29.07, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.32, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 29.07, + "score": 31.32, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 30.09, + "grade": "dCR-BBB-", + "score": 32.34, "assumptions": { "scenarioStress": "moderate" } @@ -838,6 +838,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -915,6 +920,7 @@ "divergenceExplanation": [ "유동성 축이 53점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1089,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1255,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032960.json b/landing/lenses/032960.json index ae1453d2f12bd428e007c95bc01cebb1f7028306..80a2080fce3a1fcc98c03e10f0b071da30a67dfb 100644 --- a/landing/lenses/032960.json +++ b/landing/lenses/032960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032980.json b/landing/lenses/032980.json index 7e04643494e752cfec7408a6cf2c8652e5247688..158d455f9793fcfa69a2f8b64d9dbbfe0ca520e6 100644 --- a/landing/lenses/032980.json +++ b/landing/lenses/032980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-30", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-30", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-30", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033050.json b/landing/lenses/033050.json index 03f480e486e37cc3a71b109a6c95c09c68d8bde7..1d28233555b2071ff133f7c16a7d401229a5d375 100644 --- a/landing/lenses/033050.json +++ b/landing/lenses/033050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1299,10 +1299,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1353,7 +1353,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033100.json b/landing/lenses/033100.json index 38ec619334bcc40104ef0bdd04941ca5181bfc39..3e9ded2f25c745c14618384ff0401b88ac9e37ad 100644 --- a/landing/lenses/033100.json +++ b/landing/lenses/033100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033130.json b/landing/lenses/033130.json index 8c3d7eba5a53a5148c51ac30f36d58dfd9f9690f..03496029c54014c5408cfb96cedafe11058b5148 100644 --- a/landing/lenses/033130.json +++ b/landing/lenses/033130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1459,7 +1459,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1481,7 +1481,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1499,8 +1499,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/033160.json b/landing/lenses/033160.json index d873b359218088fb59a1682e43e4ecccdcda990e..b5245451db9ab811a0e484e48ad234949d118f89 100644 --- a/landing/lenses/033160.json +++ b/landing/lenses/033160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1153,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1475,7 +1475,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1497,7 +1497,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1515,15 +1515,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/033170.json b/landing/lenses/033170.json index 0fab5e6dee1cc3ee7e16cfee5e92d55edca5fd24..2cf72b27e7b59d2005c54ad5dd936060f2ad7be2 100644 --- a/landing/lenses/033170.json +++ b/landing/lenses/033170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 74점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 20.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 28.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1549,12 +1549,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f874eabd2c77", + "target": "033170", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.598 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/033180.json b/landing/lenses/033180.json index fde4de2f4c73b3dd51acd375165edf72b70d5451..9ee8c2c631222876a238b0289e0b90b8c89e00a7 100644 --- a/landing/lenses/033180.json +++ b/landing/lenses/033180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,7 +1115,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1137,7 +1137,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1347,7 +1347,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033200.json b/landing/lenses/033200.json index db72292b5e1da152140856dd83b28e4f3ca7c722..b930b2022e07dc02dad014f8652dd22a6645be63 100644 --- a/landing/lenses/033200.json +++ b/landing/lenses/033200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,10 +1185,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1203,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033230.json b/landing/lenses/033230.json index f9f4cbd6f2b4e9b4d506691f0bc0afba55897e4d..879f1aece2c8aad3f26df9ce8a3617a3177a7735 100644 --- a/landing/lenses/033230.json +++ b/landing/lenses/033230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033240.json b/landing/lenses/033240.json index 85529bb2d4f2b7f80ec78d77c8942b82fa15f1a9..0eab035b562a49702c2af8b9aecafb9b392bd080 100644 --- a/landing/lenses/033240.json +++ b/landing/lenses/033240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033250.json b/landing/lenses/033250.json index 8ff048325423c780b8df37bab1647aa938515e0c..22870b855427190ae17c45b3c0904f58f035e057 100644 --- a/landing/lenses/033250.json +++ b/landing/lenses/033250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,7 +889,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1064,7 +1064,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1441,7 +1441,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1463,7 +1463,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1481,15 +1481,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/033270.json b/landing/lenses/033270.json index 352fd9ee921668a58fabfd151c0f4b878923a45b..05aee639e1358da2589d3a82dbb1d8d9297da01f 100644 --- a/landing/lenses/033270.json +++ b/landing/lenses/033270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033290.json b/landing/lenses/033290.json index 7180ff5a66709c9c8c5b16397ef1a6e135197d44..da4fea39bc3aa03a707aab6c8ae0ff6934075a8e 100644 --- a/landing/lenses/033290.json +++ b/landing/lenses/033290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/033310.json b/landing/lenses/033310.json index 4acfe330caf97300f95461a21ee3bc923aec77d9..3c81303a01ae711156fd020d77118f89dfa79ceb 100644 --- a/landing/lenses/033310.json +++ b/landing/lenses/033310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033320.json b/landing/lenses/033320.json index d85346dc6d3c13cfdc17de73e363d5f50b2df712..084b096983a88e86baaf7e2aba1a5b5208d629aa 100644 --- a/landing/lenses/033320.json +++ b/landing/lenses/033320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,7 +1204,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1664,8 +1664,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/033340.json b/landing/lenses/033340.json index 7e8dedbda472e5d049345d70a0737ecccb4ee188..98fbf4341a7423e7a8fd8bc7283e74023e7e84de 100644 --- a/landing/lenses/033340.json +++ b/landing/lenses/033340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 92.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 104.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-09-10", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-09-10", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-09-10", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-10", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033430.json b/landing/lenses/033430.json index 5433c426631aa75094f6db493a3987bb35188901..89003fcaa157f55585e859c8966281fc036d8b36 100644 --- a/landing/lenses/033430.json +++ b/landing/lenses/033430.json @@ -20,68 +20,421 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { - "latestPeriod": null, - "retrievedAt": "2026-10-11" + "latestPeriod": "2024", + "earliestPeriod": "2016", + "periods": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021", + "2022", + "2023", + "2024" + ], + "blockPeriods": { + "representative": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021", + "2022", + "2023", + "2024" + ] + }, + "blockLatestPeriods": { + "representative": "2024" + }, + "mixedPeriods": false, + "retrievedAt": "2026-10-18" }, - "period": null, - "knowledgeBoundary": "2026-10-11" + "period": "2024", + "knowledgeBoundary": "2026-10-18" }, - "status": "blocked", + "status": "partial", "conclusion": { - "label": "판단 보류", - "summary": "대표 판단을 만들 직접 재무 근거가 없어 결론을 차단했습니다." + "label": "재무 취약 신호", + "summary": "6개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 강점은 OCF/순이익입니다. 확인할 위험은 매출 CAGR, 영업이익 CAGR입니다. 필수 분석 영역은 3/4개가 관측됐습니다." }, "confidence": { - "level": "blocked", - "score": 0.0, + "level": "medium", + "score": 75.0, "method": "requiredDomainCoverage" }, - "drivers": [], - "claims": [], - "evidence": [], - "assumptions": [], - "gaps": [ + "drivers": [ + { + "id": "operatingMargin", + "label": "영업이익률", + "value": 10.0, + "unit": "%", + "direction": "neutral", + "scoreContribution": 0, + "sourceRef": "earnings.marginTrend", + "period": "2024" + }, + { + "id": "revenueCagr", + "label": "매출 CAGR", + "value": -7.37, + "unit": "%", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "earnings.growthTrend" + }, + { + "id": "operatingIncomeCagr", + "label": "영업이익 CAGR", + "value": -8.43, + "unit": "%", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "earnings.growthTrend" + }, + { + "id": "cashConversion", + "label": "OCF/순이익", + "value": 155.06, + "unit": "%", + "direction": "positive", + "scoreContribution": 1, + "sourceRef": "cash.cashQuality", + "period": "2024" + }, + { + "id": "debtRatio", + "label": "부채비율", + "value": 142.84, + "unit": "%", + "direction": "neutral", + "scoreContribution": 0, + "sourceRef": "resilience.leverageTrend", + "period": "2024" + }, + { + "id": "interestCoverage", + "label": "이자보상배율", + "value": 2.32, + "unit": "배", + "direction": "neutral", + "scoreContribution": 0, + "sourceRef": "resilience.coverageTrend", + "period": "2024" + } + ], + "claims": [ + { + "id": "analysis.cashConversion", + "label": "OCF/순이익", + "comparisonKey": "cashConversion", + "basis": "companyFundamentals", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": "2024", + "earliestPeriod": "2016", + "periods": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021", + "2022", + "2023", + "2024" + ], + "blockPeriods": { + "representative": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021", + "2022", + "2023", + "2024" + ] + }, + "blockLatestPeriods": { + "representative": "2024" + }, + "mixedPeriods": false, + "retrievedAt": "2026-10-18" + }, + "period": "2024", + "status": "derived", + "sourceRef": "dartlab://analysis/033430/representative.blocks.cash.cashQuality", + "evidenceRefs": [ + "analysis.cash.cashQuality" + ], + "falsifierRefs": [ + "cashConversionBreak" + ], + "value": 155.06, + "unit": "%" + }, + { + "id": "analysis.operatingIncomeCagr", + "label": "영업이익 CAGR", + "comparisonKey": "growth", + "basis": "companyFundamentals", + "direction": "adverse", + "horizon": "multiYear", + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": "2024", + "earliestPeriod": "2016", + "periods": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021", + "2022", + "2023", + "2024" + ], + "blockPeriods": { + "representative": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021", + "2022", + "2023", + "2024" + ] + }, + "blockLatestPeriods": { + "representative": "2024" + }, + "mixedPeriods": false, + "retrievedAt": "2026-10-18" + }, + "period": "2024", + "status": "derived", + "sourceRef": "dartlab://analysis/033430/representative.blocks.earnings.growthTrend", + "evidenceRefs": [ + "analysis.earnings.growthTrend" + ], + "falsifierRefs": [ + "growthBreak" + ], + "value": -8.43, + "unit": "%" + }, + { + "id": "analysis.operatingMargin", + "label": "영업이익률", + "comparisonKey": "profitability", + "basis": "companyFundamentals", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": "2024", + "earliestPeriod": "2016", + "periods": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021", + "2022", + "2023", + "2024" + ], + "blockPeriods": { + "representative": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021", + "2022", + "2023", + "2024" + ] + }, + "blockLatestPeriods": { + "representative": "2024" + }, + "mixedPeriods": false, + "retrievedAt": "2026-10-18" + }, + "period": "2024", + "status": "derived", + "sourceRef": "dartlab://analysis/033430/representative.blocks.earnings.marginTrend", + "evidenceRefs": [ + "analysis.earnings.marginTrend" + ], + "falsifierRefs": [ + "marginBreak" + ], + "value": 10.0, + "unit": "%" + }, + { + "id": "analysis.revenueCagr", + "label": "매출 CAGR", + "comparisonKey": "growth", + "basis": "companyFundamentals", + "direction": "adverse", + "horizon": "multiYear", + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": "2024", + "earliestPeriod": "2016", + "periods": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021", + "2022", + "2023", + "2024" + ], + "blockPeriods": { + "representative": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021", + "2022", + "2023", + "2024" + ] + }, + "blockLatestPeriods": { + "representative": "2024" + }, + "mixedPeriods": false, + "retrievedAt": "2026-10-18" + }, + "period": "2024", + "status": "derived", + "sourceRef": "dartlab://analysis/033430/representative.blocks.earnings.growthTrend", + "evidenceRefs": [ + "analysis.earnings.growthTrend" + ], + "falsifierRefs": [ + "growthBreak" + ], + "value": -7.37, + "unit": "%" + } + ], + "evidence": [ { "id": "analysis.earnings.marginTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.earnings.marginTrend" + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/033430/representative.blocks.earnings.marginTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" }, { "id": "analysis.earnings.growthTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.earnings.growthTrend" + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/033430/representative.blocks.earnings.growthTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" }, { "id": "analysis.cash.cashQuality", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.cash.cashQuality" + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/033430/representative.blocks.cash.cashQuality", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" }, { "id": "analysis.resilience.leverageTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.resilience.leverageTrend" + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/033430/representative.blocks.resilience.leverageTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" }, { "id": "analysis.resilience.coverageTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.resilience.coverageTrend" - }, + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/033430/representative.blocks.resilience.coverageTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" + } + ], + "assumptions": [], + "gaps": [ { "id": "analysis.quality.earningsQualityFlags", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", + "status": "partial", + "reason": "이익품질 하위 계산 근거 2/3개만 관측", "sourceRef": "representative.blocks.quality.earningsQualityFlags" } ], - "scenarios": [], - "falsifiers": [], + "scenarios": [ + { + "id": "marginCompression", + "label": "영업이익률이 현재보다 3%p 하락", + "currentValue": 10.0, + "unit": "%", + "driverRef": "operatingMargin", + "sourceRef": "representative.assessment.drivers.operatingMargin" + }, + { + "id": "growthReversal", + "label": "매출 CAGR이 0% 아래로 전환", + "currentValue": -7.37, + "unit": "%", + "driverRef": "revenueCagr", + "sourceRef": "representative.assessment.drivers.revenueCagr" + }, + { + "id": "coverageStress", + "label": "이자보상배율이 1배 아래로 하락", + "currentValue": 2.32, + "unit": "배", + "driverRef": "interestCoverage", + "sourceRef": "representative.assessment.drivers.interestCoverage" + } + ], + "falsifiers": [ + { + "id": "marginBreak", + "condition": "영업이익률이 현재 관측치보다 3%p 이상 하락하면 수익성 결론을 다시 평가합니다.", + "driverRef": "operatingMargin" + }, + { + "id": "growthBreak", + "condition": "매출 CAGR이 음수로 전환되면 성장 결론을 다시 평가합니다.", + "driverRef": "revenueCagr" + }, + { + "id": "cashConversionBreak", + "condition": "영업현금 전환 방향이 정상화되거나 추가 악화되면 현금 전환 결론을 다시 평가합니다.", + "driverRef": "cashConversion" + }, + { + "id": "coverageBreak", + "condition": "이자보상배율이 1배 미만이면 안정성 결론을 무효화합니다.", + "driverRef": "interestCoverage" + } + ], "payload": { "blockRefs": [ "scorecard", @@ -96,21 +449,21 @@ "resilience", "quality" ], - "observedRequiredDomains": 0, + "observedRequiredDomains": 3, "domainCoverage": { "earnings": { - "status": "missing", - "observed": 0, + "status": "observed", + "observed": 2, "expected": 2 }, "cash": { - "status": "missing", - "observed": 0, + "status": "observed", + "observed": 1, "expected": 1 }, "resilience": { - "status": "missing", - "observed": 0, + "status": "observed", + "observed": 2, "expected": 2 }, "quality": { @@ -119,67 +472,434 @@ "expected": 1 } }, - "observedComponents": 0, + "observedComponents": 5, "totalComponents": 6, "components": [ { "id": "earnings.marginTrend", "domain": "earnings", "required": true, - "status": "missing", + "status": "observed", "sourceRef": "representative.blocks.earnings.marginTrend", - "reason": "계산이 완료되지 않았습니다 (RuntimeError)." + "reason": "계산 근거를 확보했습니다." }, { "id": "earnings.growthTrend", "domain": "earnings", "required": true, - "status": "missing", + "status": "observed", "sourceRef": "representative.blocks.earnings.growthTrend", - "reason": "계산이 완료되지 않았습니다 (RuntimeError)." + "reason": "계산 근거를 확보했습니다." }, { "id": "cash.cashQuality", "domain": "cash", "required": true, - "status": "missing", + "status": "observed", "sourceRef": "representative.blocks.cash.cashQuality", - "reason": "계산이 완료되지 않았습니다 (RuntimeError)." + "reason": "계산 근거를 확보했습니다." }, { "id": "resilience.leverageTrend", "domain": "resilience", "required": true, - "status": "missing", + "status": "observed", "sourceRef": "representative.blocks.resilience.leverageTrend", - "reason": "계산이 완료되지 않았습니다 (RuntimeError)." + "reason": "계산 근거를 확보했습니다." }, { "id": "resilience.coverageTrend", "domain": "resilience", "required": true, - "status": "missing", + "status": "observed", "sourceRef": "representative.blocks.resilience.coverageTrend", - "reason": "계산이 완료되지 않았습니다 (RuntimeError)." + "reason": "계산 근거를 확보했습니다." }, { "id": "quality.earningsQualityFlags", "domain": "quality", "required": true, - "status": "missing", + "status": "partial", "sourceRef": "representative.blocks.quality.earningsQualityFlags", - "reason": "계산이 완료되지 않았습니다 (RuntimeError)." + "reason": "이익품질 하위 계산 근거 2/3개만 관측" } ] }, "assessment": { - "label": "판단 보류", - "summary": "0개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", - "score": null, - "drivers": [], - "positiveDrivers": [], - "negativeDrivers": [] + "label": "재무 취약 신호", + "summary": "6개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 강점은 OCF/순이익입니다. 확인할 위험은 매출 CAGR, 영업이익 CAGR입니다.", + "score": -1, + "drivers": [ + { + "id": "operatingMargin", + "label": "영업이익률", + "value": 10.0, + "unit": "%", + "direction": "neutral", + "scoreContribution": 0, + "sourceRef": "earnings.marginTrend", + "period": "2024" + }, + { + "id": "revenueCagr", + "label": "매출 CAGR", + "value": -7.37, + "unit": "%", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "earnings.growthTrend" + }, + { + "id": "operatingIncomeCagr", + "label": "영업이익 CAGR", + "value": -8.43, + "unit": "%", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "earnings.growthTrend" + }, + { + "id": "cashConversion", + "label": "OCF/순이익", + "value": 155.06, + "unit": "%", + "direction": "positive", + "scoreContribution": 1, + "sourceRef": "cash.cashQuality", + "period": "2024" + }, + { + "id": "debtRatio", + "label": "부채비율", + "value": 142.84, + "unit": "%", + "direction": "neutral", + "scoreContribution": 0, + "sourceRef": "resilience.leverageTrend", + "period": "2024" + }, + { + "id": "interestCoverage", + "label": "이자보상배율", + "value": 2.32, + "unit": "배", + "direction": "neutral", + "scoreContribution": 0, + "sourceRef": "resilience.coverageTrend", + "period": "2024" + } + ], + "positiveDrivers": [ + "OCF/순이익" + ], + "negativeDrivers": [ + "매출 CAGR", + "영업이익 CAGR" + ] + } + } + }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "033430", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": "2024", + "retrievedAt": "2026-10-18" + }, + "period": "2024", + "knowledgeBoundary": "2026-10-18" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BBB-", + "summary": "dCR 위험점수 28.39, 전망 긍정적, 유효 축 가중치 85.0%입니다." + }, + "confidence": { + "level": "medium", + "score": 85.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 14.13, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 2.83, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 15.0, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 2.25, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 48.36, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 7.25, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 37.4, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 3.74, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 양호하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2024", + "period": "2024", + "status": "derived", + "sourceRef": "dartlab://credit/033430/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2024", + "period": "2024", + "status": "derived", + "sourceRef": "dartlab://credit/033430/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2024", + "period": "2024", + "status": "derived", + "sourceRef": "dartlab://credit/033430/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2024", + "period": "2024", + "status": "derived", + "sourceRef": "dartlab://credit/033430/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/033430/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 19.97, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/033430/axes/자본구조", + "status": "derived", + "detail": "위험점수 14.13, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/033430/axes/유동성", + "status": "derived", + "detail": "위험점수 48.36, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/033430/axes/현금흐름", + "status": "derived", + "detail": "위험점수 15.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/033430/axes/사업안정성", + "status": "derived", + "detail": "위험점수 37.40, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BBB-", + "score": 28.39, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB-", + "score": 30.19, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2024", + "score": 21.88, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2023", + "score": 25.26, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2022", + "score": 48.04, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2021", + "score": 61.16, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2020", + "score": 68.99, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2019", + "score": 65.59, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2018", + "score": 55.28, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2017", + "score": 67.79, + "grade": "B-", + "pdEstimate": 10.0 + } + ], + "coverage": { + "validAxes": 5, + "totalAxes": 7, + "validWeight": 85.0, + "totalWeight": 100.0, + "weightCoverage": 85.0 + }, + "eCR": "eCR-2", + "pdEstimate": 0.4, + "notchAdjustment": null, + "divergenceExplanation": [ + "유동성 축이 48점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] } }, "industry": { @@ -192,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -402,29 +1122,29 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다." }, "confidence": { "level": "medium", - "score": 60.0, + "score": 65.7, "method": "macroObservationAndCompanyEvidenceCoverage" }, "drivers": [ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +1168,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +1186,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -504,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,8 +1240,24 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" + }, + { + "id": "macro.company.analysis.debtRatio", + "kind": "companyFinancialEvidence", + "sourceRef": "dartlab://analysis/033430/product/drivers/debtRatio", + "status": "derived", + "observedAt": null, + "detail": "부채비율" + }, + { + "id": "macro.company.analysis.interestCoverage", + "kind": "companyFinancialEvidence", + "sourceRef": "dartlab://analysis/033430/product/drivers/interestCoverage", + "status": "derived", + "observedAt": null, + "detail": "이자보상배율" } ], "assumptions": [ @@ -538,12 +1274,6 @@ "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", "sourceRef": "dartlab://industry/033430" }, - { - "id": "macro.company.financialEvidence", - "status": "missing", - "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", - "sourceRef": "dartlab://analysis/033430/product" - }, { "id": "macro.edge.fx-export-revenue.companyEvidence", "status": "partial", @@ -556,12 +1286,6 @@ "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", "sourceRef": "macro.transmission:edge:export-demand-revenue" }, - { - "id": "macro.edge.rate-debt-interest.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:rate-debt-interest" - }, { "id": "macro.edge.rate-bank-margin.companyEvidence", "status": "partial", @@ -691,62 +1415,37 @@ "regimeEvidence" ], "companyBound": true, - "companyEdgeCount": 0, + "companyEdgeCount": 1, "edgeCount": 7 } } }, "statusCounts": { - "blocked": 3, - "partial": 1 + "partial": 2, + "usable": 1, + "blocked": 2 }, "gaps": [ { - "id": "analysis.earnings.marginTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.earnings.marginTrend", - "engine": "analysis" - }, - { - "id": "analysis.earnings.growthTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.earnings.growthTrend", - "engine": "analysis" - }, - { - "id": "analysis.cash.cashQuality", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.cash.cashQuality", - "engine": "analysis" - }, - { - "id": "analysis.resilience.leverageTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.resilience.leverageTrend", + "id": "analysis.quality.earningsQualityFlags", + "status": "partial", + "reason": "이익품질 하위 계산 근거 2/3개만 관측", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", "engine": "analysis" }, { - "id": "analysis.resilience.coverageTrend", + "id": "credit.axis.재무신뢰성", "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.resilience.coverageTrend", - "engine": "analysis" + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" }, { - "id": "analysis.quality.earningsQualityFlags", + "id": "credit.axis.공시리스크", "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.quality.earningsQualityFlags", - "engine": "analysis" - }, - { - "engine": "credit", - "status": "blocked", - "reason": "RuntimeError: 데이터 다운로드 실패 (033430, 재무 숫자 데이터): HTTP Error 404: Not Found\n\n • 인터넷 연결을 확인하세요\n • 해당 종목이 dartlab 데이터셋에 포함되어 있는지 확인하세요\n → DART: 한국 상장기업 ~2,700개 / EDGAR: 미국 상장기업 ~970개\n • DART API " + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.position", @@ -839,13 +1538,6 @@ "sourceRef": "dartlab://industry/033430", "engine": "macro" }, - { - "id": "macro.company.financialEvidence", - "status": "missing", - "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", - "sourceRef": "dartlab://analysis/033430/product", - "engine": "macro" - }, { "id": "macro.edge.fx-export-revenue.companyEvidence", "status": "partial", @@ -860,13 +1552,6 @@ "sourceRef": "macro.transmission:edge:export-demand-revenue", "engine": "macro" }, - { - "id": "macro.edge.rate-debt-interest.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:rate-debt-interest", - "engine": "macro" - }, { "id": "macro.edge.rate-bank-margin.companyEvidence", "status": "partial", diff --git a/landing/lenses/033500.json b/landing/lenses/033500.json index bbd254ccf81548979f09e7199df81da182462f4d..b7a0edd4d2dcc98194fe4d07d356f5f4a420aeb0 100644 --- a/landing/lenses/033500.json +++ b/landing/lenses/033500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,7 +1603,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1625,7 +1625,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1643,8 +1643,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/033530.json b/landing/lenses/033530.json index 9f576e405eb8028777943b9dffeeeabe1f9ba828..e68c82a5229db14285c1a2e86c28042eb6067a6c 100644 --- a/landing/lenses/033530.json +++ b/landing/lenses/033530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,15 +1057,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1459,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6c26c090b1fb", + "target": "033530", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.937 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/033540.json b/landing/lenses/033540.json index 01cbabe729c9d7b8ca04f775e66d375fc2d953d4..1e6f6e135a6c71e72e743f0af8babcb0be2753e1 100644 --- a/landing/lenses/033540.json +++ b/landing/lenses/033540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033550.json b/landing/lenses/033550.json index 858d5b10cc9ece66f163e85cd4077e9a8e72ea04..aa03998bcf7bf2039d92592b1bbb364a03f43dc0 100644 --- a/landing/lenses/033550.json +++ b/landing/lenses/033550.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], @@ -746,7 +746,7 @@ { "engine": "credit", "status": "blocked", - "reason": "RuntimeError: 데이터 다운로드 실패 (033550, 재무 숫자 데이터): HTTP Error 404: Not Found\n\n • 인터넷 연결을 확인하세요\n • 해당 종목이 dartlab 데이터셋에 포함되어 있는지 확인하세요\n → DART: 한국 상장기업 ~2,700개 / EDGAR: 미국 상장기업 ~970개\n • DART API " + "reason": "RuntimeError: 데이터 다운로드 실패 (033550, 재무 숫자 데이터): HTTP Error 404: Not Found\n\n • 인터넷 연결을 확인하세요\n • 해당 종목이 dartlab 데이터셋에 포함되어 있는지 확인하세요\n → DART: 한국 상장기업 ~2,700개 / EDGAR: 미국 상장기업 ~970개\n • DART 공시 문" }, { "id": "industry.position", diff --git a/landing/lenses/033560.json b/landing/lenses/033560.json index 2c2feabdbaacd6a3940597393e0760bb2f2d821c..8debb9e78189fa6bbd2fde807ed67c1d1bfd8928 100644 --- a/landing/lenses/033560.json +++ b/landing/lenses/033560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033630.json b/landing/lenses/033630.json index 90ff1ca599c8d15139d1094c68fdecb8492608a9..8b9d6fb5dffc186d8d0605d53dcc1844b9f8d83e 100644 --- a/landing/lenses/033630.json +++ b/landing/lenses/033630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -653,10 +653,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -671,10 +671,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033640.json b/landing/lenses/033640.json index d7efbb5bfa0f0236725fda710b3df4df7e95251f..9f14380b0fb862d3b7d9e14b42530af31fbaf76a 100644 --- a/landing/lenses/033640.json +++ b/landing/lenses/033640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033660.json b/landing/lenses/033660.json index 7a0e4dc34af64ab1f090ea21e3f6f944ca3e92e1..bfd39a7c0c2255eb39d277ee0cc32560af4ef875 100644 --- a/landing/lenses/033660.json +++ b/landing/lenses/033660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033780.json b/landing/lenses/033780.json index c9283ff8b183658765f97e7a9ff8febec939ff9b..5d16bf69efe4c79e596c0fdd88620ff36f1f98a7 100644 --- a/landing/lenses/033780.json +++ b/landing/lenses/033780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033790.json b/landing/lenses/033790.json index 62085ccfd8733f8ae50b92f46bae4b3738490c3b..8d92977944d36a4e4555ab2ad313819b8fd83667 100644 --- a/landing/lenses/033790.json +++ b/landing/lenses/033790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033830.json b/landing/lenses/033830.json index 6098a2ff315efb686fbca7c3f21cab404c869eaa..1c3881c3d876f6c3b3c2ccc0eb340e0d47426520 100644 --- a/landing/lenses/033830.json +++ b/landing/lenses/033830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033920.json b/landing/lenses/033920.json index c0d058544069c24cfbfd04c4008611384f20015e..3a24b020bf48835cd79d3ee31a29d195cef91b62 100644 --- a/landing/lenses/033920.json +++ b/landing/lenses/033920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034020.json b/landing/lenses/034020.json index 8172009cf67f5f5289581e466293542b453aadec..33fc0a03c780dbc95a282d90df2c83b972af4e49 100644 --- a/landing/lenses/034020.json +++ b/landing/lenses/034020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 33.24, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.49, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 33.24, + "score": 35.49, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 34.62, + "score": 36.87, "assumptions": { "scenarioStress": "moderate" } @@ -911,7 +911,7 @@ "totalNotch": 4, "reasons": [ "중대형기업 (매출 17조)", - "시가총액 70조 (시장 지위)" + "시가총액 59조 (시장 지위)" ] }, "divergenceExplanation": [ @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034120.json b/landing/lenses/034120.json index 44b2d0a4890f0aa0b8b858e6bc65942b0f17af28..a582770ec15fef17b5bc1b9a816226966703de0f 100644 --- a/landing/lenses/034120.json +++ b/landing/lenses/034120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 33.91, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 31.66, + "grade": "dCR-BB+", + "score": 33.91, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 32.85, + "score": 35.1, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,10 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.59%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034220.json b/landing/lenses/034220.json index e6cdc1f166704c8673f503d93496b7e557da95ed..d2b7f4d2f26222b15d52b2cf1376ac7983f05b6c 100644 --- a/landing/lenses/034220.json +++ b/landing/lenses/034220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "유동성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034230.json b/landing/lenses/034230.json index 4a7faae65d6f32970cabcba2a03d8b19828314e5..3f3b272dc2fb5759c309392e738bbd5236dd7894 100644 --- a/landing/lenses/034230.json +++ b/landing/lenses/034230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 8.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034300.json b/landing/lenses/034300.json index 6fc731601e41ca3c410c19bcbede1baddf5b3f70..93e7a0a5c394386fc93ad7b0ee6dc6c4afa1e05a 100644 --- a/landing/lenses/034300.json +++ b/landing/lenses/034300.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/034310.json b/landing/lenses/034310.json index 0bb7d53b2f8161f59e22ff128c13829615ad087d..440aa619b0389967d6f854e43bd35ea677a16401 100644 --- a/landing/lenses/034310.json +++ b/landing/lenses/034310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -965,19 +965,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -998,8 +998,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,17 +1044,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1064,7 +1064,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1123,7 +1123,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1132,7 +1132,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1412,88 +1412,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1c5753c1f515", - "target": "034310", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.446 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/034590.json b/landing/lenses/034590.json index b5ff8b8f589991bc5fa25fcf99f6ce1101e29a3d..59e6a454b5f0bdcbcc355dc4c44145fad8d27181 100644 --- a/landing/lenses/034590.json +++ b/landing/lenses/034590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034730.json b/landing/lenses/034730.json index 77c2e3e83cef47a042bf43483e146df23d3cb73f..d59c72d41cac55c702126c801d550a05d57a7a18 100644 --- a/landing/lenses/034730.json +++ b/landing/lenses/034730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034810.json b/landing/lenses/034810.json index 2c86c1e42896c33366d707043716c608dd61cc6d..64a262c49f5287729f857b546ddcb4d76a02a992 100644 --- a/landing/lenses/034810.json +++ b/landing/lenses/034810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034830.json b/landing/lenses/034830.json index 073cae91314f92ce9325f38351abce6114785d92..011362168239695afb51140ce60ea68d07b2894b 100644 --- a/landing/lenses/034830.json +++ b/landing/lenses/034830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -145,7 +145,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -424,13 +424,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -530,14 +530,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -657,10 +657,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -703,7 +703,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -723,8 +723,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -745,8 +745,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -756,7 +756,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -781,7 +781,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -856,10 +856,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -879,7 +879,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034940.json b/landing/lenses/034940.json index bcd270d4391cd854bd16d3b281ec9a053ba41c25..ad4e9ac19a0c7f35758d7ac868893e1f47a5f34d 100644 --- a/landing/lenses/034940.json +++ b/landing/lenses/034940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 43.78, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 44.73, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 43.78, + "score": 44.73, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 44.9, + "score": 46.12, "assumptions": { "scenarioStress": "moderate" } @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 27.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034950.json b/landing/lenses/034950.json index b7223fc7b60683bd9005f361d9a4d79c60cb09b9..51358ad3dc2a47fbd85f80db5e759864ccbbdd85 100644 --- a/landing/lenses/034950.json +++ b/landing/lenses/034950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035000.json b/landing/lenses/035000.json index e87842baa6c73ed6440f1b52167b57f21d1d53a3..b626fa85047617c1f586428872d06a11d76ab716 100644 --- a/landing/lenses/035000.json +++ b/landing/lenses/035000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035080.json b/landing/lenses/035080.json index edec2ce74d63081251ff1ff2c6d275e4cf69aa94..1fadcc2ac75504a4cdd83ef1eb4d8f5fd564d5ab 100644 --- a/landing/lenses/035080.json +++ b/landing/lenses/035080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035150.json b/landing/lenses/035150.json index b9619fbdd45d81184ef251ccf56179aa6abcedb1..9629301fcf1bbb2c046647b22397da3b0a834410 100644 --- a/landing/lenses/035150.json +++ b/landing/lenses/035150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035200.json b/landing/lenses/035200.json index 4cbf957972e905050dbaa72f46873136780801e1..65802b131bc019497f4a44adbd871f38e878aa2a 100644 --- a/landing/lenses/035200.json +++ b/landing/lenses/035200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035250.json b/landing/lenses/035250.json index 0a76eb45621f3f30f3fb08f856acc72fb7aa7002..a189f89fa5e68c1e819f06cec8d4978792248a11 100644 --- a/landing/lenses/035250.json +++ b/landing/lenses/035250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035290.json b/landing/lenses/035290.json index 63edb6bb24401cf659cf88110269f7a4384f912c..50c998ddf8c0315773e7d2b4edbc5feb185684f8 100644 --- a/landing/lenses/035290.json +++ b/landing/lenses/035290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-16", "period": null, "status": "derived", @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-16", "period": null, "status": "observed", @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035420.json b/landing/lenses/035420.json index fe92648cac59211bb8205b9de0e2e477f59a1df1..82f79eb9af4c9a6cdf2c7591b9a6b64c523d13e9 100644 --- a/landing/lenses/035420.json +++ b/landing/lenses/035420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035430.json b/landing/lenses/035430.json index ec6abf5763f77aebc28cf416e4a446d3b3d9d530..461b979ca5eca673bfb60139bba5e4eedb825729 100644 --- a/landing/lenses/035430.json +++ b/landing/lenses/035430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035460.json b/landing/lenses/035460.json index c4fa596b0e66632504d78b908596dde2101c7327..663dad888af9ebdf4c7fba6878626d7f70bc8c56 100644 --- a/landing/lenses/035460.json +++ b/landing/lenses/035460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1460,12 +1460,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ec62604cb392", + "target": "035460", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.676 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/035510.json b/landing/lenses/035510.json index 3f12d6dc7eb4ff18fa628c25222918d2d9a2ccde..0a6485cf7aacf40d0829be2daeefa3dc84635c91 100644 --- a/landing/lenses/035510.json +++ b/landing/lenses/035510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035600.json b/landing/lenses/035600.json index 0423552bc772140c97bee9da86ce0009808c1bec..8cd788200a1635639eaef633226e5a388f2077f7 100644 --- a/landing/lenses/035600.json +++ b/landing/lenses/035600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035610.json b/landing/lenses/035610.json index e405cb1dfc694e70cd45e58873923af0c3c03ea2..87be4d3cc59553a0d4909528f3a6c910a5676518 100644 --- a/landing/lenses/035610.json +++ b/landing/lenses/035610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035620.json b/landing/lenses/035620.json index 3c5215f6e8dcc5fc558aebb3b0af43622f7241e6..9a60942533cdca2d4c13c946d8fb438f755cd232 100644 --- a/landing/lenses/035620.json +++ b/landing/lenses/035620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -981,19 +981,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1014,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1139,7 +1139,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1148,7 +1148,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035720.json b/landing/lenses/035720.json index 38d772426c5219527fc311e67dfb70f02e7f06b1..983cb7471972eba032a843505e93a8558fabcb5a 100644 --- a/landing/lenses/035720.json +++ b/landing/lenses/035720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.42%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035760.json b/landing/lenses/035760.json index c7a1d85fda78a7bec623ff8a59560da5cc8cd78e..38e07cc48ae34cf785120715027f8e036f41c631 100644 --- a/landing/lenses/035760.json +++ b/landing/lenses/035760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035810.json b/landing/lenses/035810.json index 578e2b70b39d893ccbc1a8fc406fda2450ccec45..0163d1de17d2891e5294a95e9e0284c5a897f841 100644 --- a/landing/lenses/035810.json +++ b/landing/lenses/035810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1569,7 +1569,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1591,7 +1591,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1609,15 +1609,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/035890.json b/landing/lenses/035890.json index c5a09bc686bcb0f51ce715b6c3822296b0246f48..45e5e463926e6fa67dac1557d66b538b76a82445 100644 --- a/landing/lenses/035890.json +++ b/landing/lenses/035890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035900.json b/landing/lenses/035900.json index 8e83b55b3f21785543ed0a2cfc217ad70158f61e..ba0ac1ded88cc21740a0ea5a91bbc8019ca17db3 100644 --- a/landing/lenses/035900.json +++ b/landing/lenses/035900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1458,88 +1458,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3aafada04902", - "target": "035900", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.473 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036000.json b/landing/lenses/036000.json index b7d8b638ea198afb09f3c2f3905df17a2b7f0f83..8de59942522daa2aa6717589d3e80e4fb1f057e8 100644 --- a/landing/lenses/036000.json +++ b/landing/lenses/036000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036010.json b/landing/lenses/036010.json index c1853e35357f247732411a487db3c96ca1cf3e35..bb8fa2ece1d9527152a85bd2d8eab38563799c1a 100644 --- a/landing/lenses/036010.json +++ b/landing/lenses/036010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0e044cbaf1ba", + "target": "036010", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.225 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036030.json b/landing/lenses/036030.json index 22643d49df8537c2dd2041fcb1dc7622ee38ffdc..a41ffc44f5ee79c4d38385e30a67f83cdf29bd21 100644 --- a/landing/lenses/036030.json +++ b/landing/lenses/036030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036090.json b/landing/lenses/036090.json index 03955798099fa8f4f861f0155d16519d85d73493..1ce64d960b1c36d1c0447bf9a17e16fa2f77acc4 100644 --- a/landing/lenses/036090.json +++ b/landing/lenses/036090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1457,12 +1457,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:15b0600f5816", + "target": "036090", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036120.json b/landing/lenses/036120.json index 1921a59b782d9082e3921d3c2e386826f01dcded..7c84a52969b13e1c3be92ba8a456e9ac1ab5b9a0 100644 --- a/landing/lenses/036120.json +++ b/landing/lenses/036120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036170.json b/landing/lenses/036170.json index c0ba7c2f702a2fc1e5f48a21c1b9e3c95812bbd6..f2571c88ac43de006cd63db2f6d69c3c689392ec 100644 --- a/landing/lenses/036170.json +++ b/landing/lenses/036170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036180.json b/landing/lenses/036180.json index 7d98f58a670c183bb9d73473c9129d439f728e76..e46aa2974d6ce4fef1613b2a4008968f99265ee6 100644 --- a/landing/lenses/036180.json +++ b/landing/lenses/036180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-16", "period": "2024", "status": "derived", @@ -1127,7 +1127,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-16", "period": "2024", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036190.json b/landing/lenses/036190.json index 458a5033278eaa7905b4160e8eaa99562a4fd458..9e404188a8b9c82589452d510934e88767e32968 100644 --- a/landing/lenses/036190.json +++ b/landing/lenses/036190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/036200.json b/landing/lenses/036200.json index 4f036d4673a1de2a2eaa42c6bc95c10ca4ab7cbe..73bb6c977eef3f7037cea6a52ceccdf4245f5c3f 100644 --- a/landing/lenses/036200.json +++ b/landing/lenses/036200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1549,88 +1549,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:89468aa30b58", - "target": "036200", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.657 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036220.json b/landing/lenses/036220.json index 0b37293f057ac76d60a2044451c0348995cb9211..d3c2e8ade70dc0778687317dd91dafff626e28fe 100644 --- a/landing/lenses/036220.json +++ b/landing/lenses/036220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -898,7 +898,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.99%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1193,13 +1193,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036420.json b/landing/lenses/036420.json index e4fcb4cc6404ce56e6fcfd5f091022c96c691b33..05e596442c5030801239ef15759ae35a196449c2 100644 --- a/landing/lenses/036420.json +++ b/landing/lenses/036420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 199.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 194.56%). 최근 주가 하락이 반영된 결과", "D/EBITDA 129.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,7 +1204,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036460.json b/landing/lenses/036460.json index 67c731147e46136a7f3fc60cdc53e4fc4c1e1b77..7248b1edfd971fdc6231430a048c770cfbc4aecf 100644 --- a/landing/lenses/036460.json +++ b/landing/lenses/036460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036480.json b/landing/lenses/036480.json index 16ec8aea2fa39edeebea095a8e371fbe3d0fb500..bced46d3d964320b244c19ccc60315f9004bb45e 100644 --- a/landing/lenses/036480.json +++ b/landing/lenses/036480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2020", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036530.json b/landing/lenses/036530.json index 80dd69bc563a333e3cacd5b3c19224d7300823e2..81dd0f83c2bcf38f4351a31666c261c628b33f51 100644 --- a/landing/lenses/036530.json +++ b/landing/lenses/036530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,15 +54,15 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { "label": "재무 기반 우수", - "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 우수입니다. 강점은 매출 CAGR, 영업이익 CAGR입니다. 필수 분석 영역은 3/4개가 관측됐습니다." + "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 우수입니다. 강점은 영업이익률, 매출 CAGR입니다. 필수 분석 영역은 3/4개가 관측됐습니다." }, "confidence": { "level": "medium", @@ -73,10 +73,10 @@ { "id": "operatingMargin", "label": "영업이익률", - "value": 13.45, + "value": 283.45, "unit": "%", - "direction": "neutral", - "scoreContribution": 0, + "direction": "positive", + "scoreContribution": 1, "sourceRef": "earnings.marginTrend", "period": "2025" }, @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -245,9 +245,9 @@ "label": "영업이익률", "comparisonKey": "profitability", "basis": "companyFundamentals", - "direction": "neutral", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -292,7 +292,7 @@ "falsifierRefs": [ "marginBreak" ], - "value": 13.45, + "value": 283.45, "unit": "%" }, { @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -401,7 +401,7 @@ { "id": "marginCompression", "label": "영업이익률이 현재보다 3%p 하락", - "currentValue": 13.45, + "currentValue": 283.45, "unit": "%", "driverRef": "operatingMargin", "sourceRef": "representative.assessment.drivers.operatingMargin" @@ -537,16 +537,16 @@ }, "assessment": { "label": "재무 기반 우수", - "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 우수입니다. 강점은 매출 CAGR, 영업이익 CAGR입니다.", - "score": 4, + "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 우수입니다. 강점은 영업이익률, 매출 CAGR입니다.", + "score": 5, "drivers": [ { "id": "operatingMargin", "label": "영업이익률", - "value": 13.45, + "value": 283.45, "unit": "%", - "direction": "neutral", - "scoreContribution": 0, + "direction": "positive", + "scoreContribution": 1, "sourceRef": "earnings.marginTrend", "period": "2025" }, @@ -600,6 +600,7 @@ } ], "positiveDrivers": [ + "영업이익률", "매출 CAGR", "영업이익 CAGR", "부채비율", @@ -616,216 +617,76 @@ "market": "KR", "engine": "credit", "axis": "등급", - "version": "v4.0" + "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, - "status": "usable", + "status": "blocked", "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 5.01, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "등급 산출 불가", + "summary": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다." }, "confidence": { - "level": "high", - "score": 95.0, + "level": "blocked", + "score": 0.0, "method": "validAxisWeightCoverage" }, - "drivers": [ - { - "id": "axis.유동성", - "label": "유동성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 0.0, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 20.0, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 3.0, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 15.47, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 1.55, - "sourceRef": "axes.사업안정성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/036530/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/036530/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ { - "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/036530/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시" }, { - "id": "credit.liquidity", - "label": "유동성은 매우 충분하다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/036530/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/036530/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 1.96, 가중치 25%" + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시" }, { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/036530/axes/자본구조", - "status": "derived", - "detail": "위험점수 1.98, 가중치 20%" + "id": "credit.axis.회계자산위험 프록시", + "status": "missing", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시" }, { "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/036530/axes/유동성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/036530/axes/현금흐름", - "status": "derived", - "detail": "위험점수 20.00, 가중치 15%" + "status": "missing", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성" }, { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/036530/axes/사업안정성", - "status": "derived", - "detail": "위험점수 15.47, 가중치 10%" + "id": "credit.axis.규모·변동성 진단", + "status": "missing", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단" }, { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/036530/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" + "id": "credit.calibration", + "status": "blocked", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "sourceRef": "blockedReason" } ], "scenarios": [ { "id": "base", "label": "기준", - "grade": "dCR-AA", - "score": 5.01, + "grade": null, + "score": null, "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 5.69, - "assumptions": { - "scenarioStress": "moderate" - } } ], "falsifiers": [ @@ -833,83 +694,75 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" } ], "payload": { "blockRefs": [ "grade", "axes", - "metricsHistory", - "narratives" + "metricsHistory" ], "gradeHistory": [ { "period": "2026", - "score": 1.23, + "score": 0.0, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 1.76, + "score": 0.0, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 0.92, + "score": 0.0, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 1.59, + "score": 0.13, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2022", - "score": 6.18, - "grade": "AA", - "pdEstimate": 0.02 + "score": 1.62, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2021", - "score": 0.5, + "score": 0.0, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 7.33, - "grade": "AA", - "pdEstimate": 0.02 + "score": 1.54, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2019", - "score": 2.83, + "score": 0.0, "grade": "AAA", "pdEstimate": 0.0 } ], "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.02, + "validAxes": 0, + "totalAxes": 5, + "validWeight": 0, + "totalWeight": 0.0, + "weightCoverage": 0.0 + }, + "eCR": null, + "pdEstimate": null, "notchAdjustment": null, - "divergenceExplanation": [ - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] + "divergenceExplanation": [] } }, "industry": { @@ -922,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1095,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1248,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1397,7 +1250,8 @@ }, "statusCounts": { "partial": 3, - "usable": 2 + "blocked": 1, + "usable": 1 }, "gaps": [ { @@ -1408,10 +1262,45 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계수익성 프록시", "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계자산위험 프록시", + "status": "missing", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.유동성", + "status": "missing", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성", + "engine": "credit" + }, + { + "id": "credit.axis.규모·변동성 진단", + "status": "missing", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단", + "engine": "credit" + }, + { + "id": "credit.calibration", + "status": "blocked", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "sourceRef": "blockedReason", "engine": "credit" }, { @@ -1489,7 +1378,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1511,7 +1400,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1529,8 +1418,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/036540.json b/landing/lenses/036540.json index 3c785ae3944a9d49ad9ee8463e774e0420e09076..1734446f2061e3109e4bbb977c59527aa27f89a4 100644 --- a/landing/lenses/036540.json +++ b/landing/lenses/036540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036560.json b/landing/lenses/036560.json index 3368e82c5e82c57e96b65845a92e08bc99ebf5c9..dabe25ef4a8b8ad154af90b616a93f1f9a889baf 100644 --- a/landing/lenses/036560.json +++ b/landing/lenses/036560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036570.json b/landing/lenses/036570.json index 24b4a029b3fd28de032bec527b2412882936dca3..94a2d2751899d0f67307fbea3d839ec4e26de5ad 100644 --- a/landing/lenses/036570.json +++ b/landing/lenses/036570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036580.json b/landing/lenses/036580.json index b276cc7c4990ceb83eeea40898088afaed785368..c6ee4036dad37a9bda02e24b5914299dfde61c22 100644 --- a/landing/lenses/036580.json +++ b/landing/lenses/036580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1559,7 +1559,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1581,7 +1581,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1599,15 +1599,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/036620.json b/landing/lenses/036620.json index 2542bb2c4015137fed590b74e4d053441e8b9b4e..b8cc355c28c9609b8131fed6e018c88c5944bb5d 100644 --- a/landing/lenses/036620.json +++ b/landing/lenses/036620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036630.json b/landing/lenses/036630.json index 03483cc9c1aca69f6f41fc0c82210bb110b5740e..26940c6ee0b620690417d09f8a9e3ced0c7f83c1 100644 --- a/landing/lenses/036630.json +++ b/landing/lenses/036630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036640.json b/landing/lenses/036640.json index bdf6ee926376cc9ec529a4eee6bce2f9c45a4411..9e83a83dc13c9595d90ebb5a37391fc2793a44fe 100644 --- a/landing/lenses/036640.json +++ b/landing/lenses/036640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036670.json b/landing/lenses/036670.json index 30fa490ec1c4fdcc4410bf03a7fa44cc64d0e9f9..1b5e50fc0802990918cf0b8a891f5d263d104167 100644 --- a/landing/lenses/036670.json +++ b/landing/lenses/036670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036690.json b/landing/lenses/036690.json index 2de45188d7062c63d2ea1abbefec1cd9f32176be..6d090bf15f6fb17d72142851b0c36641c2519447 100644 --- a/landing/lenses/036690.json +++ b/landing/lenses/036690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036710.json b/landing/lenses/036710.json index 5de5c8548a2909a8e56f5542b488082925e9042c..dc4368f687ff035877853ae7a62b137f443311bf 100644 --- a/landing/lenses/036710.json +++ b/landing/lenses/036710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036800.json b/landing/lenses/036800.json index 73e7b06cba4abd73bc7a73b903d19d0295bf6451..7bcb71e4a16ee7e7af5ccdeef18af2bb1b46ce86 100644 --- a/landing/lenses/036800.json +++ b/landing/lenses/036800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036810.json b/landing/lenses/036810.json index 219095f9055cb4a331986bf3c75c72f5572636c3..3069d083d6decce8e8863bc62487c039d0b4553d 100644 --- a/landing/lenses/036810.json +++ b/landing/lenses/036810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 49.68, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 53.11, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 49.68, + "score": 53.11, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 50.61, + "score": 53.98, "assumptions": { "scenarioStress": "moderate" } @@ -915,6 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 11.83%). 최근 주가 하락이 반영된 결과", "D/EBITDA 429.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1459,88 +1460,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ea74943ca28c", - "target": "036810", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.614 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036830.json b/landing/lenses/036830.json index c620d036a5910de1dd0a1bdb06e9a7463cd36c34..4b0567a8e21ba66faef1094b84b961019e25ba9b 100644 --- a/landing/lenses/036830.json +++ b/landing/lenses/036830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.42%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036890.json b/landing/lenses/036890.json index 2ea9a69c3f63b14066488a9a8f799c1830e49e0a..9bc29b28ae35e7d1a837220e106f798ab49d3e59 100644 --- a/landing/lenses/036890.json +++ b/landing/lenses/036890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036930.json b/landing/lenses/036930.json index 9f28a7846face25526163e438fa061853cf4c3f7..1cdac6f2d2f0d057255319274687bf81592b4c98 100644 --- a/landing/lenses/036930.json +++ b/landing/lenses/036930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1547,88 +1547,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7f2d6739f2e2", - "target": "036930", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.346 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/037030.json b/landing/lenses/037030.json index f4eb2bff62cb8b42595aab9131a1a1f5f117ceed..75832a36ecb6477cc21ca8236f8e6b66d2a0b9c5 100644 --- a/landing/lenses/037030.json +++ b/landing/lenses/037030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -599,18 +599,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 32.63, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,15 +794,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 30.38, + "grade": "dCR-BB+", + "score": 32.63, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 31.88, + "grade": "dCR-BB+", + "score": 34.13, "assumptions": { "scenarioStress": "moderate" } @@ -885,10 +885,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 5.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -903,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1030,15 +1031,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1063,8 +1064,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1076,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1109,17 +1110,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1154,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1182,13 +1183,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1197,7 +1198,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1210,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1229,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1432,12 +1433,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:68e524c4cfff", + "target": "037030", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/037070.json b/landing/lenses/037070.json index dd0e54970692aa3d0d781a4d49a21cc5d70c43e1..56261e9cea5a0b83868f26c07e93124113d49c4f 100644 --- a/landing/lenses/037070.json +++ b/landing/lenses/037070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037230.json b/landing/lenses/037230.json index 27de0f7059469ade8cccbccc316c0f2b57c03119..7ca8d7532ee1187892addb474966966b364e9d41 100644 --- a/landing/lenses/037230.json +++ b/landing/lenses/037230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037270.json b/landing/lenses/037270.json index 2bb8d2187593050f1ae460c4745a23caec33ce8e..3d735bf1c37f3211276a5cd5ad3319d7be582d08 100644 --- a/landing/lenses/037270.json +++ b/landing/lenses/037270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1458,88 +1458,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:e0b8865390a6", - "target": "037270", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.386 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/037330.json b/landing/lenses/037330.json index 4db18d44a3f4dae3243463e105c623b30580430c..c070fd4b8a21129873b0678d37a97676803da6cd 100644 --- a/landing/lenses/037330.json +++ b/landing/lenses/037330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 11.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 11.73%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-07", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,7 +1125,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-07", "period": "2025", "status": "derived", @@ -1147,7 +1147,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-07", "period": "2025", "status": "observed", @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037340.json b/landing/lenses/037340.json index d16932fe93644693cba6bff3f4a4a73639ba5a49..7909bc35b5dc198a767f638613a562505ac825ca 100644 --- a/landing/lenses/037340.json +++ b/landing/lenses/037340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037350.json b/landing/lenses/037350.json index 5c34bfc11f71493a90135e64aebe45f46301a0dc..5cce8e16234c752101ad43e1a54c7a12cdf6493b 100644 --- a/landing/lenses/037350.json +++ b/landing/lenses/037350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1551,12 +1551,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:18c778b9bb7b", + "target": "037350", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/037370.json b/landing/lenses/037370.json index d16c58b849f243db196032f0aca010b0efcac9b2..f0260b35415e1e9264035a40824c1c86d3dfdeb4 100644 --- a/landing/lenses/037370.json +++ b/landing/lenses/037370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037400.json b/landing/lenses/037400.json index 1d0fca97f1477f9fc52f94604b969f58b1f21019..ff08047d1eb80b968c4e2d048ea35a3d17a2ba58 100644 --- a/landing/lenses/037400.json +++ b/landing/lenses/037400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 경기관련소비재 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 6.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 5.13%). 최근 주가 하락이 반영된 결과", "D/EBITDA 43.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1508,12 +1508,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9d2bd97b8a86", + "target": "037400", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/037440.json b/landing/lenses/037440.json index 85e349500dc481628dd172d91b4117e1fe09e544..b345cc8c0d9a1fbd40e48adb2ff9bcd427f7476b 100644 --- a/landing/lenses/037440.json +++ b/landing/lenses/037440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 4.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 4.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037460.json b/landing/lenses/037460.json index 139ead8267be8ae48eb65fc7da10ce982888d856..ed1e622e381078c32d64866a3dc3d9cd21a205b4 100644 --- a/landing/lenses/037460.json +++ b/landing/lenses/037460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 21.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 23.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 21.38, + "grade": "dCR-BBB", + "score": 23.38, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 21.86, + "grade": "dCR-BBB", + "score": 23.86, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ef93526851ee", + "target": "037460", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/037560.json b/landing/lenses/037560.json index 6a8568bf3bf1df5123db41c234300b08be17b2d1..b1e096c9e9933ed3e13c66cbf9ca683c5e51f12f 100644 --- a/landing/lenses/037560.json +++ b/landing/lenses/037560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.54%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037640.json b/landing/lenses/037640.json index b89ebb63fc450e1cc6b012ffe6aaf95d6ae389c7..04b38a79212fa0ac388c00c650e6dc212f9125d2 100644 --- a/landing/lenses/037640.json +++ b/landing/lenses/037640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037710.json b/landing/lenses/037710.json index e87629919ede115e7c901780499eec9cd6f289ba..16b0ef0d753208395d967c3604fb654b61b6903a 100644 --- a/landing/lenses/037710.json +++ b/landing/lenses/037710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037760.json b/landing/lenses/037760.json index b497e7fd93888fd6d44aa4b0d695321f47e1609e..6a2c0adc1c90ec3ba9d6047c0820cfa1a3ce8b01 100644 --- a/landing/lenses/037760.json +++ b/landing/lenses/037760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/037950.json b/landing/lenses/037950.json index 663df2084f044501f07d13eb3a96270c702baf0b..e5e3812c063274fb6f4c3c444457e612100fada4 100644 --- a/landing/lenses/037950.json +++ b/landing/lenses/037950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038010.json b/landing/lenses/038010.json index c7f4257470ebfccd2b42b04f25ae3aba5c2e310f..9f0e4dbe0b707e0aae97b6ef5a0ab42863ea602f 100644 --- a/landing/lenses/038010.json +++ b/landing/lenses/038010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038060.json b/landing/lenses/038060.json index b765c766ced211398fd1c7b87310cb9e9621381a..948ff44c2fabf8156420780f5691853967c2efbd 100644 --- a/landing/lenses/038060.json +++ b/landing/lenses/038060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 17.87, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 20.61, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 17.87, + "grade": "dCR-BBB+", + "score": 20.61, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 18.11, + "grade": "dCR-BBB+", + "score": 20.87, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-09-14", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-09-14", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-09-14", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-14", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038070.json b/landing/lenses/038070.json index 57765e0809c2c199a5fdf890ee8938a81cf5298d..66fda8b1a10a77c7f0a75a52759fbadb0b45c70a 100644 --- a/landing/lenses/038070.json +++ b/landing/lenses/038070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038110.json b/landing/lenses/038110.json index 5a8a06578f89909011873fc4f588ada2bd80e361..55cb54bbf2e23438928c948f96c18e0ff5fc0f1f 100644 --- a/landing/lenses/038110.json +++ b/landing/lenses/038110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.6점 하향 (PD 15.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.6점 하향 (PD 17.87%). 최근 주가 하락이 반영된 결과", "D/EBITDA 18.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,10 +1149,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038160.json b/landing/lenses/038160.json index f0160bfde6058157d3099b0bf5107eb9ee9c9301..0ea68a4338962b16ba2d863b6548ec2c104fa173 100644 --- a/landing/lenses/038160.json +++ b/landing/lenses/038160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -48,10 +48,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -150,7 +150,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -199,7 +199,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -248,7 +248,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -737,14 +737,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -859,10 +859,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -891,7 +891,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -911,7 +911,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2023", "status": "derived", @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1045,10 +1045,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1063,10 +1063,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1077,7 +1077,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038290.json b/landing/lenses/038290.json index 5233d171b10c7f24dc2ef5358b9879f5bd5116dc..70199d936d4e6b1ba9fa9be26a8748ab6cb4abfa 100644 --- a/landing/lenses/038290.json +++ b/landing/lenses/038290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038340.json b/landing/lenses/038340.json index 39e690fe67d502d1059a6b6b422d48a5669f3918..a7e216f5f1f20e9b111b27d5e82602e9b988e79d 100644 --- a/landing/lenses/038340.json +++ b/landing/lenses/038340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -653,10 +653,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -671,10 +671,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038390.json b/landing/lenses/038390.json index 158765a9bfcd19e14185cdd2da8edf03b385e3b1..4206944cb4175dcc68121355dcb78337f6aaf230 100644 --- a/landing/lenses/038390.json +++ b/landing/lenses/038390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1045,19 +1045,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,7 +1203,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1212,7 +1212,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1659,12 +1659,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:666806cdaef1", + "target": "038390", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.8 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/038460.json b/landing/lenses/038460.json index f81f187ee6f8cd61ac3aa0572efc66b9b926066c..e76e897f2b0a5294ee04bbd29bca675ca9dc13df 100644 --- a/landing/lenses/038460.json +++ b/landing/lenses/038460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.20%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1145,7 +1145,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,10 +1253,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1271,10 +1271,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038500.json b/landing/lenses/038500.json index 61a6ec8a2262c1c2e94ca48d74638b1e1a6b9dbc..81ce4f97bcb2a3d49a2c07ce139ed7e90dc05106 100644 --- a/landing/lenses/038500.json +++ b/landing/lenses/038500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 17.68, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 20.41, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 17.68, + "grade": "dCR-BBB+", + "score": 20.41, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 18.78, + "grade": "dCR-BBB+", + "score": 21.58, "assumptions": { "scenarioStress": "moderate" } @@ -904,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038530.json b/landing/lenses/038530.json index f67b4c2fa3f0d2a6cc54fa093904c03e8ca2f74b..f810f6f03b9053f56c1f9d10c949603983f9851e 100644 --- a/landing/lenses/038530.json +++ b/landing/lenses/038530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9907.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9915.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1521,7 +1521,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1543,7 +1543,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1561,8 +1561,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/038540.json b/landing/lenses/038540.json index e39ef68a9e5317e26eb53d6992a5e922e7b50824..fa072e3e2e1c94435048e0a57c0f57e768c8c1fa 100644 --- a/landing/lenses/038540.json +++ b/landing/lenses/038540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038620.json b/landing/lenses/038620.json index d7309393fb49a9de882fb19e9ec55386b01b5fc4..b81d76f189e09b73553aaf94ab84517a4457c9a0 100644 --- a/landing/lenses/038620.json +++ b/landing/lenses/038620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038680.json b/landing/lenses/038680.json index 3800ebb746858ff38f218475c23813a0458df45e..4f43b035299c9f34a3eda1097ac476ffb35f71ae 100644 --- a/landing/lenses/038680.json +++ b/landing/lenses/038680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038870.json b/landing/lenses/038870.json index 5850cb8d3c7fe5bba4063ee243ec3642e16c9656..54e60c3b9c46883a105e627bd17ea725afe5d052 100644 --- a/landing/lenses/038870.json +++ b/landing/lenses/038870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6aca898cca31", - "target": "038870", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.587 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/038880.json b/landing/lenses/038880.json index 750aff64ff0963a3932ffd8629ae5611e2aa8350..00b4eb32e60c27a121db95d3b7bbcabf44f14a2e 100644 --- a/landing/lenses/038880.json +++ b/landing/lenses/038880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038950.json b/landing/lenses/038950.json index bb401ba0a4a01d19a6778cdebc743c43eae25bcc..ea3e7154e8740139081539e69906e5f42ef7a3af 100644 --- a/landing/lenses/038950.json +++ b/landing/lenses/038950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -696,7 +696,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/038950/axes/자본구조", "status": "derived", - "detail": "위험점수 0.29, 가중치 20%" + "detail": "위험점수 0.44, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -772,49 +772,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.28, + "score": 0.41, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 31.86, + "score": 31.96, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2024", - "score": 23.94, + "score": 24.04, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2023", - "score": 23.91, + "score": 23.99, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2022", - "score": 31.97, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 32.12, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2021", - "score": 0.2, + "score": 0.29, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 0.23, + "score": 0.35, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2019", - "score": 0.64, + "score": 0.96, "grade": "AAA", "pdEstimate": 0.0 } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039010.json b/landing/lenses/039010.json index 1a54963334b5102fd05f24d69a2e68e90f624f9a..21249b88fcdbb61983af57c4b5ae5a7a7d0a4969 100644 --- a/landing/lenses/039010.json +++ b/landing/lenses/039010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 4.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039020.json b/landing/lenses/039020.json index fbfb4d1e41472b017284419b229a1c0eca4b4e3e..e19fa64bf8d37b77f05eb5bd9e3542baa310bf35 100644 --- a/landing/lenses/039020.json +++ b/landing/lenses/039020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039030.json b/landing/lenses/039030.json index f1a29711f5f9fc52f2d06d4c8e5f2a5107e1394d..69282500e631ef10f649068f0f4562d6e5ee03a3 100644 --- a/landing/lenses/039030.json +++ b/landing/lenses/039030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039130.json b/landing/lenses/039130.json index 1da9a8bce94ce2a5dcefd3e9375b7bbbd42c68f1..d5ecec00018cab4c424c113cd2ed1b8c5e2dcf64 100644 --- a/landing/lenses/039130.json +++ b/landing/lenses/039130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039200.json b/landing/lenses/039200.json index 5df0601470f30751b1c871d557354f4f539d7106..74c6d4da0779e9e3d4fe90f83405735419a0aac2 100644 --- a/landing/lenses/039200.json +++ b/landing/lenses/039200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039240.json b/landing/lenses/039240.json index 099fa9bfb9ef637693072450c5e031baefe228be..2d645ba1806e013ca92aeab82cdbf4a36900d422 100644 --- a/landing/lenses/039240.json +++ b/landing/lenses/039240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,7 +932,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -947,14 +947,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1124,10 +1124,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1146,7 +1146,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039290.json b/landing/lenses/039290.json index 13c3ce788dd0880872f5d56428bdc17a29cf2e4a..7af8d900e4ae238b03dcfd544b54e8bb3d3644bb 100644 --- a/landing/lenses/039290.json +++ b/landing/lenses/039290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -967,19 +967,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1125,7 +1125,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039310.json b/landing/lenses/039310.json index d06ccd439d3d0e950995904793fe77904d352728..3c0740f42e88a93ef93b1739e19d7af4c7bdcf14 100644 --- a/landing/lenses/039310.json +++ b/landing/lenses/039310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039340.json b/landing/lenses/039340.json index fdf89cffdd93543c10cc13a988559118f612b1dc..ba50d2fe85aca77b693bb992e7c44d3de545354c 100644 --- a/landing/lenses/039340.json +++ b/landing/lenses/039340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 17.14, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 14.60, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 17.14, + "grade": "dCR-A", + "score": 14.6, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 17.31, + "grade": "dCR-A", + "score": 14.76, "assumptions": { "scenarioStress": "moderate" } @@ -908,11 +908,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039420.json b/landing/lenses/039420.json index 5a1298404893eb7edd2d1bb5d202c00fa6adac84..c12220468cfd738424997e807691f5a510a56f76 100644 --- a/landing/lenses/039420.json +++ b/landing/lenses/039420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/039440.json b/landing/lenses/039440.json index 9ee10fbf7ee4ccce4d67842165477c64c810277d..258cd997e1ed5051422f96e474ef751fd9196ff9 100644 --- a/landing/lenses/039440.json +++ b/landing/lenses/039440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1672,7 +1672,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1694,7 +1694,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1712,8 +1712,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/039490.json b/landing/lenses/039490.json index ada2642304f67e7d584761630fd04e447af71cae..8c4bc490a579add9a9473713084b7fc054173700 100644 --- a/landing/lenses/039490.json +++ b/landing/lenses/039490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -816,8 +816,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -836,8 +836,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -856,7 +856,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -924,10 +924,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -943,10 +943,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -966,7 +966,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039560.json b/landing/lenses/039560.json index 99a4cf5fae52d1e8194bdcc5de3981520ded7a53..98206d2cd46e4633615d1ad7a16c9a1a9f3169a1 100644 --- a/landing/lenses/039560.json +++ b/landing/lenses/039560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:79b16c577eee", + "target": "039560", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.263 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/039570.json b/landing/lenses/039570.json index 23286de47fb99cf7a69144bf052adc26bcefbcde..a54248a13f6074d9c1ede584ebb6c59cc99f94de 100644 --- a/landing/lenses/039570.json +++ b/landing/lenses/039570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039610.json b/landing/lenses/039610.json index bde155d45cb5dd30f749b8d80cc47bc320e46581..a9792f6a2aef5c48eed2f022b78371bbbda4529d 100644 --- a/landing/lenses/039610.json +++ b/landing/lenses/039610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1075,7 +1075,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1452,7 +1452,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1474,7 +1474,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1492,15 +1492,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/039670.json b/landing/lenses/039670.json index 69837ffad21ddaa25e1382bcd098c348eed13817..1f16e58aee92b63f3cb203a1994c6b17a5209324 100644 --- a/landing/lenses/039670.json +++ b/landing/lenses/039670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -50,10 +50,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -154,7 +154,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -205,7 +205,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -256,7 +256,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1090,10 +1090,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1108,10 +1108,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039740.json b/landing/lenses/039740.json index a4078b22067287fcd0b8deb5dbb54c0ab74b339f..1889e9637d9188806fb8ff1331e0a7d8c97540bd 100644 --- a/landing/lenses/039740.json +++ b/landing/lenses/039740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.18, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 33.43, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 31.18, + "grade": "dCR-BB+", + "score": 33.43, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 32.18, + "score": 34.43, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,10 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 47점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 5.44%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1090,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1256,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039790.json b/landing/lenses/039790.json index 6f72ba0b13e3c9f43d3ecc97f4c80480034cd59f..889d8292420b28b88f58403c6daa5c657bdaebfb 100644 --- a/landing/lenses/039790.json +++ b/landing/lenses/039790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -881,10 +881,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1015,10 +1015,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1033,10 +1033,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1047,7 +1047,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039830.json b/landing/lenses/039830.json index d8e2ab009a32eeb6b0f7203a76381a3ec3f10064..e5610ff8e978c7ac3ba660948e1514f754c798fa 100644 --- a/landing/lenses/039830.json +++ b/landing/lenses/039830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 14.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 12.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1669,7 +1669,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1691,7 +1691,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1709,8 +1709,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/039840.json b/landing/lenses/039840.json index 0c883d3ecd0fa43fadf8718219415cad755ef412..432198140c19e20b66ce6c400a6c7b2fd0fd5e2a 100644 --- a/landing/lenses/039840.json +++ b/landing/lenses/039840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039860.json b/landing/lenses/039860.json index 0517f9a0098472da179373487c6f29be567cde0f..7954ec0b46b4fd1847c6c6ed9f78c93fede8f1f8 100644 --- a/landing/lenses/039860.json +++ b/landing/lenses/039860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039980.json b/landing/lenses/039980.json index 16253c465a8b809787072b3eb9d472383307f2ad..21a2f2ca556a92ec01e5e6e8bd91ba42684fe11c 100644 --- a/landing/lenses/039980.json +++ b/landing/lenses/039980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -927,7 +927,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.67%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1096,7 +1096,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040160.json b/landing/lenses/040160.json index 6cd0063481c586d64b7b61447e06fd866075f035..b21594b169a761e332485a2459f56fc8dda0039b 100644 --- a/landing/lenses/040160.json +++ b/landing/lenses/040160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040300.json b/landing/lenses/040300.json index 7ef44be778db25f39343aa2e08c664bcd639e715..0ec73567ced95c6e1362ed32abb37663ca6920e0 100644 --- a/landing/lenses/040300.json +++ b/landing/lenses/040300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -663,11 +663,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 2.12, + "value": 3.12, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.42, + "contribution": 0.62, "sourceRef": "axes.자본구조" }, { @@ -705,7 +705,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/040300/axes/자본구조", "status": "derived", - "detail": "위험점수 2.12, 가중치 20%" + "detail": "위험점수 3.12, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -781,49 +781,49 @@ "gradeHistory": [ { "period": "2026", - "score": 2.48, - "grade": "AAA", - "pdEstimate": 0.0 + "score": 3.73, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2025", - "score": 2.65, - "grade": "AAA", - "pdEstimate": 0.0 + "score": 3.98, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2024", - "score": 3.05, + "score": 4.57, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2023", - "score": 33.08, + "score": 33.74, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2022", - "score": 0.73, + "score": 1.05, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2021", - "score": 3.18, + "score": 3.71, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2020", - "score": 2.18, + "score": 2.77, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2019", - "score": 16.33, + "score": 17.0, "grade": "A-", "pdEstimate": 0.08 } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -997,8 +997,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1028,10 +1028,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1041,7 +1041,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040350.json b/landing/lenses/040350.json index b94b880ec35df68b292d12c3907429473fd45e28..1642c2658a5e017ac0883cd5ad662aec65841d6c 100644 --- a/landing/lenses/040350.json +++ b/landing/lenses/040350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 13.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 14.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040420.json b/landing/lenses/040420.json index 1ce85097df5d658aa32e75ec62a1a377450b3fd0..6b0031fb8b322b14dd5a02eda28544e3c93cdef9 100644 --- a/landing/lenses/040420.json +++ b/landing/lenses/040420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,15 +1057,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f9ddffdc43f2", - "target": "040420", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.751 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/040610.json b/landing/lenses/040610.json index 11843eb9901e0a42c557b27deab1330a64b68579..b563c87cafbdbbf7de66936f359985e7108c1b3e 100644 --- a/landing/lenses/040610.json +++ b/landing/lenses/040610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040910.json b/landing/lenses/040910.json index a80e4dcb97a2a0586d4bc637e71c27685b2cab09..a4504e5945d6bd90fe677cbbb311b78d107e2ae9 100644 --- a/landing/lenses/040910.json +++ b/landing/lenses/040910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/041020.json b/landing/lenses/041020.json index 7f82ea8878f9d8252b975fcb8d84eb51364efbfd..0fbb083b85e5aec3133f9000a30cb35c933ea774 100644 --- a/landing/lenses/041020.json +++ b/landing/lenses/041020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041190.json b/landing/lenses/041190.json index 9ed9eb5838d9db92ed84608ecfa295eff116c8a0..4ba70faf3a18182ef1a3c7863487980642615502 100644 --- a/landing/lenses/041190.json +++ b/landing/lenses/041190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -103,7 +103,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -164,7 +164,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -408,13 +408,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -533,14 +533,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -660,10 +660,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -686,8 +686,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -699,8 +699,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -718,10 +718,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -731,7 +731,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -748,7 +748,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -829,10 +829,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041440.json b/landing/lenses/041440.json index cd41cb37079f849daad50312734d5e7a804b2f2e..263c2c7c4af30e86b5b92c0927e2961f4c2892d6 100644 --- a/landing/lenses/041440.json +++ b/landing/lenses/041440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041460.json b/landing/lenses/041460.json index 489a9358ad9bdf0c5bc1efa190edcf76755ab33c..11bd69353dc2b94302534d3c52e543ba98e3eb2f 100644 --- a/landing/lenses/041460.json +++ b/landing/lenses/041460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/041510.json b/landing/lenses/041510.json index d71927808666a0bad556121db88843323ea3297e..8aefb21bb2d25cb62b1ee0893721505310cb152f 100644 --- a/landing/lenses/041510.json +++ b/landing/lenses/041510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041520.json b/landing/lenses/041520.json index 86d93e249698605d43bbd63590c72dfa732cd81b..6405db1b7eccfffbf439c783e3d775049b8da8ce 100644 --- a/landing/lenses/041520.json +++ b/landing/lenses/041520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1121,13 +1121,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041590.json b/landing/lenses/041590.json index 6ea02c49912fd73b11a7ad5b8b67357515bbfeb1..c46f681207bab465ac8bbf3d350a7c4dc41f2c6b 100644 --- a/landing/lenses/041590.json +++ b/landing/lenses/041590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041650.json b/landing/lenses/041650.json index c0286a4f34f85fba5a9428b6b306ab3b64c6c5b8..b3461cfd2c7a14ccdfafa5096e21e1cfa7e646dd 100644 --- a/landing/lenses/041650.json +++ b/landing/lenses/041650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 6.22%). 최근 주가 하락이 반영된 결과", "D/EBITDA 18.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041830.json b/landing/lenses/041830.json index 840ee5fb41449715a5a5c81714a22249b81d84d9..75ed7504d081326e5919cab9a04cd282f7716c84 100644 --- a/landing/lenses/041830.json +++ b/landing/lenses/041830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041910.json b/landing/lenses/041910.json index 98eba060c56608ff6ca6c7ba65779ae8b7a7bad5..ac23e6892a761baca9fe875ae548714d334cb17f 100644 --- a/landing/lenses/041910.json +++ b/landing/lenses/041910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1070,7 +1070,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041920.json b/landing/lenses/041920.json index 459d3190691d73e230b07f38dfbdbeb75cecf6d3..f2b8a661fe6561dbfff3f99e4aa3db3551b66a98 100644 --- a/landing/lenses/041920.json +++ b/landing/lenses/041920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041930.json b/landing/lenses/041930.json index 221deb67ccf6a4757749a52c8dc0d2fcb9f64859..bd67fcb4cb56b3e39547c401b3ac12607b0caaeb 100644 --- a/landing/lenses/041930.json +++ b/landing/lenses/041930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041960.json b/landing/lenses/041960.json index 1f97505dcc6d476b0bfb68d5eb70af8e50e2fc3c..30678f41aa21e9e4fa73fbbbe71fe83da3be1733 100644 --- a/landing/lenses/041960.json +++ b/landing/lenses/041960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042000.json b/landing/lenses/042000.json index 07159fb63aafe731e66832983c9bb3ded47657aa..38e94edfeb7565c82710a39a94dd39c04c76b153 100644 --- a/landing/lenses/042000.json +++ b/landing/lenses/042000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1199,7 +1199,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1443,12 +1443,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5595753f5e33", + "target": "042000", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.629 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/042040.json b/landing/lenses/042040.json index 5f80cb07626c1decca60482964f9e18bfe4c0fce..c1dd39056daa51ee4d8e1e238e429f49c1dfe33d 100644 --- a/landing/lenses/042040.json +++ b/landing/lenses/042040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1264.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1354.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1007,7 +1007,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1098,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,10 +1200,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1218,10 +1218,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1596,7 +1596,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1618,7 +1618,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1636,15 +1636,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/042110.json b/landing/lenses/042110.json index f26b7adad79ac22836b0d25d5fcf9073d2b15d04..90692dcb626007785a6223a08e60517fdcfd6480 100644 --- a/landing/lenses/042110.json +++ b/landing/lenses/042110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042370.json b/landing/lenses/042370.json index b65d681c6fcb08505d7351c23046f27f9808b6fd..c9507dc95b530090f76ee04963fb43d18f171c1f 100644 --- a/landing/lenses/042370.json +++ b/landing/lenses/042370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -756,14 +756,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -883,19 +883,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -916,8 +916,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -929,7 +929,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -949,8 +949,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -962,17 +962,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -982,7 +982,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1035,13 +1035,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1050,7 +1050,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042420.json b/landing/lenses/042420.json index 6f72be06d08534b08e11c0cd17167a72b584e974..80664c81d911e19140d6fd90796bec873c687b4e 100644 --- a/landing/lenses/042420.json +++ b/landing/lenses/042420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7e298e5bff5e", + "target": "042420", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/042500.json b/landing/lenses/042500.json index 0e4d1406aa2467ede7038e21e98d6127652a22a4..fa1081a10ad73d4413271ee915c699adab5be0c8 100644 --- a/landing/lenses/042500.json +++ b/landing/lenses/042500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042510.json b/landing/lenses/042510.json index 73df4a3073aaeda617a6d6110acfe7fc7d379255..319b1c3679f7387cb59e5101ef76fdaef1eeae67 100644 --- a/landing/lenses/042510.json +++ b/landing/lenses/042510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 13.85, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 11.66, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -654,11 +654,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 1.32, + "value": 1.82, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.26, + "contribution": 0.36, "sourceRef": "axes.자본구조" }, { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -773,7 +773,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/042510/axes/자본구조", "status": "derived", - "detail": "위험점수 1.32, 가중치 20%" + "detail": "위험점수 1.82, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 13.85, + "grade": "dCR-A+", + "score": 11.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 14.39, + "grade": "dCR-A+", + "score": 12.19, "assumptions": { "scenarioStress": "moderate" } @@ -853,51 +853,51 @@ "gradeHistory": [ { "period": "2026", - "score": 3.07, + "score": 3.82, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2025", - "score": 8.08, + "score": 8.38, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2024", - "score": 13.79, + "score": 14.12, "grade": "A", "pdEstimate": 0.06 }, { "period": "2023", - "score": 23.44, + "score": 24.19, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2022", - "score": 13.04, + "score": 13.88, "grade": "A", "pdEstimate": 0.06 }, { "period": "2021", - "score": 22.12, + "score": 23.43, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2020", - "score": 20.6, + "score": 21.08, "grade": "BBB+", "pdEstimate": 0.15 }, { "period": "2019", - "score": 12.7, - "grade": "A+", - "pdEstimate": 0.04 + "score": 14.79, + "grade": "A", + "pdEstimate": 0.06 } ], "coverage": { @@ -908,11 +908,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.06, + "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042520.json b/landing/lenses/042520.json index 4ddc2b766cf353c598c04df3207d7d335ff34a88..d68dbeb333dadb8619a86d89133028596de00190 100644 --- a/landing/lenses/042520.json +++ b/landing/lenses/042520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042600.json b/landing/lenses/042600.json index fd6b948f139f5234b424295bbdbe27f7deb04bd6..12eb68b7bbda214f84f0722395e9e21ebed7fdd5 100644 --- a/landing/lenses/042600.json +++ b/landing/lenses/042600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 24.98, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 27.53, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 24.98, + "grade": "dCR-BBB", + "score": 27.53, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 25.48, + "grade": "dCR-BBB", + "score": 27.96, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042660.json b/landing/lenses/042660.json index 621a1da1a8b909616db761b9f12def0fe0ff60c7..53a4eca8780a38578824590674abe7d8ed5699a7 100644 --- a/landing/lenses/042660.json +++ b/landing/lenses/042660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -627,13 +627,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,7 +923,7 @@ }, "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 6.24%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1154,8 +1154,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1190,7 +1190,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1246,10 +1246,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1265,10 +1265,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042670.json b/landing/lenses/042670.json index ebca8d6cbdfcbc2141fd3f160792391d027af13c..4466eaff6c3d8c0ac56a5ca761a308f3df421585 100644 --- a/landing/lenses/042670.json +++ b/landing/lenses/042670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -609,6 +609,224 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "042670", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": "2024", + "retrievedAt": "2026-10-18" + }, + "period": "2024", + "knowledgeBoundary": "2026-10-18" + }, + "status": "blocked", + "conclusion": { + "label": "등급 산출 불가", + "summary": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 9/10)." + }, + "confidence": { + "level": "blocked", + "score": 70.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 7.81, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 1.56, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 14.75, + "unit": "riskScore", + "direction": "positive", + "weight": 25, + "contribution": 3.69, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 18.72, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 1.87, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 17.84, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 2.68, + "sourceRef": "axes.유동성" + } + ], + "claims": [], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/042670/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 14.75, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/042670/axes/자본구조", + "status": "derived", + "detail": "위험점수 7.81, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/042670/axes/유동성", + "status": "derived", + "detail": "위험점수 17.84, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/042670/axes/사업안정성", + "status": "derived", + "detail": "위험점수 18.72, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.현금흐름", + "status": "missing", + "reason": "현금흐름 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.현금흐름" + }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + }, + { + "id": "credit.calibration", + "status": "blocked", + "reason": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 9/10).", + "sourceRef": "blockedReason" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": null, + "score": null, + "assumptions": {} + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.사업안정성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory" + ], + "gradeHistory": [ + { + "period": "2025", + "score": 13.45, + "grade": "A", + "pdEstimate": 0.06 + }, + { + "period": "2024", + "score": 18.14, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2023", + "score": 13.99, + "grade": "A", + "pdEstimate": 0.06 + }, + { + "period": "2022", + "score": 18.15, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2021", + "score": 31.58, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2020", + "score": 34.25, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2019", + "score": 31.63, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2018", + "score": 31.74, + "grade": "BBB-", + "pdEstimate": 0.4 + } + ], + "coverage": { + "validAxes": 4, + "totalAxes": 7, + "validWeight": 70.0, + "totalWeight": 100.0, + "weightCoverage": 70.0 + }, + "eCR": null, + "pdEstimate": null, + "notchAdjustment": null, + "divergenceExplanation": [] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -619,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -741,10 +959,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-12-26", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -780,7 +998,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -800,7 +1018,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-12-26", "period": "2024", "status": "derived", @@ -821,7 +1039,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-12-26", "period": "2024", "status": "observed", @@ -911,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -930,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -957,10 +1175,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -975,10 +1193,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -989,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1013,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1029,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1211,7 +1429,7 @@ }, "statusCounts": { "partial": 3, - "blocked": 1 + "blocked": 2 }, "gaps": [ { @@ -1222,9 +1440,32 @@ "engine": "analysis" }, { - "engine": "credit", + "id": "credit.axis.현금흐름", + "status": "missing", + "reason": "현금흐름 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.현금흐름", + "engine": "credit" + }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" + }, + { + "id": "credit.calibration", "status": "blocked", - "reason": "RuntimeError: 데이터 다운로드 실패 (042670, 정기보고서 데이터): HTTP Error 404: Not Found\n\n • 인터넷 연결을 확인하세요\n • 해당 종목이 dartlab 데이터셋에 포함되어 있는지 확인하세요\n → DART: 한국 상장기업 ~2,700개 / EDGAR: 미국 상장기업 ~970개\n • DART API " + "reason": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 9/10).", + "sourceRef": "blockedReason", + "engine": "credit" }, { "id": "industry.position", diff --git a/landing/lenses/042700.json b/landing/lenses/042700.json index 0247a8889b9a90e2653ee56e52a5a5ea328a1753..93c8be1675ae6b0f4262b9376e162269adc8dbde 100644 --- a/landing/lenses/042700.json +++ b/landing/lenses/042700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-AA+", - "summary": "dCR 위험점수 4.94, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA", + "summary": "dCR 위험점수 5.77, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA+", - "score": 4.94, + "grade": "dCR-AA", + "score": 5.77, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA+", - "score": 4.95, + "grade": "dCR-AA", + "score": 5.79, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.01, + "pdEstimate": 0.02, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042940.json b/landing/lenses/042940.json index 0e71d3f727d8a34ecd12603a03bb9e5ab99dd3ce..4337912229bd1226d2b4c46883bb9fa6641b6ef5 100644 --- a/landing/lenses/042940.json +++ b/landing/lenses/042940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 35.11%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043090.json b/landing/lenses/043090.json index 58eb56031415ad7509f0832d2a86d80f0cb0deca..634a7cc634650f5f15ba4e1b812671b08f97adf8 100644 --- a/landing/lenses/043090.json +++ b/landing/lenses/043090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 2243.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 2302.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-08-07", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-08-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-08-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043100.json b/landing/lenses/043100.json index f3e6d3fc0783dfcaff7eae1513489d1c5fb4b1a5..6ec9fbcd1557fee3f7d8e8b8b09e1afec3560edd 100644 --- a/landing/lenses/043100.json +++ b/landing/lenses/043100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 90.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 93.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-04-07", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-04-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-04-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043150.json b/landing/lenses/043150.json index b3a996d3b56d6c177e7e5565eceba851ac86eba4..d5615d7b4f77ecc514f0a35dd185123ccbf02fe2 100644 --- a/landing/lenses/043150.json +++ b/landing/lenses/043150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043200.json b/landing/lenses/043200.json index e7776c8f9ff67a465060421e3005639fb97f45a0..6393fdd4d9492549d6dbc09d80ed69fd346dcf45 100644 --- a/landing/lenses/043200.json +++ b/landing/lenses/043200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043220.json b/landing/lenses/043220.json index af120ae70f052b6425dbfa7fe2ef9d5bb7c5f840..9ff7407f4604970de6ff1c4338f424fbc3205688 100644 --- a/landing/lenses/043220.json +++ b/landing/lenses/043220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025-12-09", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025-12-09", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025-12-09", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043260.json b/landing/lenses/043260.json index 26a2ab58c034b695ee7eb4e0fe4a0b254d41a27c..050f9bf463af079d979935dd6072e9debb7590cc 100644 --- a/landing/lenses/043260.json +++ b/landing/lenses/043260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043340.json b/landing/lenses/043340.json index 84d62dbd86c0b8ee5a25c1071a7a2b85898fc979..372b0f535919df3b10935a47c7941890b6624c53 100644 --- a/landing/lenses/043340.json +++ b/landing/lenses/043340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "채무상환능력 축이 82점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 13.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-13", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-13", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-13", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-13", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043360.json b/landing/lenses/043360.json index 6f2d012caa4e5d81a7dd0f05f9e9dfddb932f870..1bcff992aed3ca00e4f3584d69a22b2334633757 100644 --- a/landing/lenses/043360.json +++ b/landing/lenses/043360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,18 +632,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 20.51, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 22.72, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,15 +827,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 20.51, + "grade": "dCR-BBB", + "score": 22.72, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 20.52, + "grade": "dCR-BBB", + "score": 22.73, "assumptions": { "scenarioStress": "moderate" } @@ -918,11 +918,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1064,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1083,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1117,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1136,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1223,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043370.json b/landing/lenses/043370.json index 1b1a006fc26acfe0ea9a4897efeb1e9f7a1de93a..0987eeeb4d89352b7c7d7df58d188f6690d65284 100644 --- a/landing/lenses/043370.json +++ b/landing/lenses/043370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043590.json b/landing/lenses/043590.json index cabd4ac6f6eb06ee7aca247b69f04ca0278ffd06..c09611d1b5ed0b13149faa6d9ae525dd14180b72 100644 --- a/landing/lenses/043590.json +++ b/landing/lenses/043590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043610.json b/landing/lenses/043610.json index 83c4865cba0944461bcb44e8cb9f40d58a9c9f98..ae26bec8bd5e2cefd8a0164ed7634ee3865006a8 100644 --- a/landing/lenses/043610.json +++ b/landing/lenses/043610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-01", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-01", "period": "2025", "status": "derived", @@ -1134,7 +1134,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-01", "period": "2025", "status": "observed", @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043650.json b/landing/lenses/043650.json index 2683543e569df5d7e3be079fa4e27a967cd5a968..746e6a4ee63475beb9c223adc6f88aecb0b18483 100644 --- a/landing/lenses/043650.json +++ b/landing/lenses/043650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,10 +1194,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043710.json b/landing/lenses/043710.json index b59cfb63d9d9e98379562172b352dcf71c3ece87..2182807555d6a2b655e8573f53a1c17b250628d8 100644 --- a/landing/lenses/043710.json +++ b/landing/lenses/043710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 20.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 24.17%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -982,15 +982,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1061,17 +1061,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1140,7 +1140,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1149,7 +1149,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1384,88 +1384,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c9878ae08a36", - "target": "043710", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.599 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/043910.json b/landing/lenses/043910.json index 62c8cd3e7459b8f2b3bf575b2811205de0018b6c..fc6e75d3fb5d917c10fb6b6b91b93b8257adeb1c 100644 --- a/landing/lenses/043910.json +++ b/landing/lenses/043910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044060.json b/landing/lenses/044060.json index 3b35dfa06177ec410a86a1f244e68bb54837925f..ddce9a620aee63fb53c5565668485732beae132c 100644 --- a/landing/lenses/044060.json +++ b/landing/lenses/044060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044180.json b/landing/lenses/044180.json index 04ef4963bbf7de7598ca14d45b59c0bf9d599669..f81659272053a799f113d666ba2945b61e4d5b3f 100644 --- a/landing/lenses/044180.json +++ b/landing/lenses/044180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 615.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 618.21%). 최근 주가 하락이 반영된 결과", "D/EBITDA 25.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044340.json b/landing/lenses/044340.json index 19b0c22f1860f322418187ef40f1a09f88bb42e0..4a0247559f7b0982b66fd619eabfaa0a79e2c387 100644 --- a/landing/lenses/044340.json +++ b/landing/lenses/044340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044380.json b/landing/lenses/044380.json index 09d6fabc5e3b8fd0845c79ae51ad9905a1238e83..d0d34d02b22eb4e743cc3ab9e29417ca2efad04a 100644 --- a/landing/lenses/044380.json +++ b/landing/lenses/044380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,18 +547,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 25.52, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 25.61, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -579,11 +579,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 2.46, + "value": 2.87, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.49, + "contribution": 0.57, "sourceRef": "axes.자본구조" }, { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,12 +648,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 IT 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/044380/axes/자본구조", "status": "derived", - "detail": "위험점수 2.46, 가중치 20%" + "detail": "위험점수 2.87, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -743,14 +743,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 25.52, + "score": 25.61, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 25.84, + "score": 25.96, "assumptions": { "scenarioStress": "moderate" } @@ -778,49 +778,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.59, + "score": 0.89, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 22.26, + "score": 22.42, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2024", - "score": 37.04, + "score": 37.14, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2023", - "score": 37.76, + "score": 37.96, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2022", - "score": 24.22, + "score": 24.55, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2021", - "score": 32.43, + "score": 32.93, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2020", - "score": 30.55, + "score": 31.1, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2019", - "score": 33.06, + "score": 33.71, "grade": "BB+", "pdEstimate": 0.75 } @@ -837,7 +837,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044450.json b/landing/lenses/044450.json index 39a3c95d836fd7deeace7d846c73fe5efbe10695..fda680a170031c8eaee0e2883c324c536b034db6 100644 --- a/landing/lenses/044450.json +++ b/landing/lenses/044450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044480.json b/landing/lenses/044480.json index b9d42bddfa30594c81f41ae5b36dc7bd09b8273d..7028e38b0098991897d55be5d13049a109dcee1e 100644 --- a/landing/lenses/044480.json +++ b/landing/lenses/044480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 126.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 126.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1390,7 +1390,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1412,7 +1412,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1430,8 +1430,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/044490.json b/landing/lenses/044490.json index 25b54b77dbe4e7ffdc2c06402d6c12835e2efdc4..5b767a99b62935b5c30fa5cb990c97708f077d05 100644 --- a/landing/lenses/044490.json +++ b/landing/lenses/044490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -917,7 +917,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044780.json b/landing/lenses/044780.json index 3a21681f9f33c6c3c8f304200c3f109afceb684d..18ccce0369270e475ad86d513700c307de36c9c1 100644 --- a/landing/lenses/044780.json +++ b/landing/lenses/044780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044820.json b/landing/lenses/044820.json index 8c89c720b49cf8b64c42b6412360a2c5d926d186..4a252b122f5a0c547a8bd5da394b6ac2eed54401 100644 --- a/landing/lenses/044820.json +++ b/landing/lenses/044820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -904,15 +904,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -937,8 +937,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,17 +983,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1056,13 +1056,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1071,7 +1071,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1130,10 +1130,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1440,12 +1440,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:12a4510ab29d", + "target": "044820", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.475 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/044960.json b/landing/lenses/044960.json index 5a82031655da61ce25eaadcfef179ce33fa3ab3e..aebbc27fc86737976d7d68b4258b62fb4a01f6b5 100644 --- a/landing/lenses/044960.json +++ b/landing/lenses/044960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1259,10 +1259,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044990.json b/landing/lenses/044990.json index a1d7c74e51332e45973d704f776ed8976729b999..e165bcd12e18f9e4000577685a7c8a91cac95089 100644 --- a/landing/lenses/044990.json +++ b/landing/lenses/044990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -695,19 +695,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -721,8 +721,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -734,7 +734,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -754,8 +754,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -766,17 +766,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -803,7 +803,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -843,7 +843,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -852,7 +852,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -865,10 +865,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -884,10 +884,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045060.json b/landing/lenses/045060.json index 2969a3173c9eec8cf77bb3a89885de1bbc3e29e7..bdac8488ed9718790254f6df241eeabad744e9d1 100644 --- a/landing/lenses/045060.json +++ b/landing/lenses/045060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045100.json b/landing/lenses/045100.json index 3f848143ae2047e00b025244dbb2d60a5733ec03..a599a8d4b1c3cc07fb02a518151fc49d66d6ddf4 100644 --- a/landing/lenses/045100.json +++ b/landing/lenses/045100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045300.json b/landing/lenses/045300.json index d334680485285df522fa9caaaf54973f63903e8e..aa90126037f61112884cf1a4cd69adc744942329 100644 --- a/landing/lenses/045300.json +++ b/landing/lenses/045300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045340.json b/landing/lenses/045340.json index 7730af97369011ddbb5d14be5928958f9e211062..8e76b909b48699b34a072398ad891bdbcbd7eb4e 100644 --- a/landing/lenses/045340.json +++ b/landing/lenses/045340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,10 +1248,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045390.json b/landing/lenses/045390.json index faae50993c2d01585f41045a5c0a58b86124e792..e0cea6abfb95407fece4e43551b295d25424de5f 100644 --- a/landing/lenses/045390.json +++ b/landing/lenses/045390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045510.json b/landing/lenses/045510.json index 37c243b4216068c6da64cd0479ffdb32f7cbde1f..f907c52020844bb33e1b50e48df93496da066f0b 100644 --- a/landing/lenses/045510.json +++ b/landing/lenses/045510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 16.10, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 17.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 16.1, + "score": 17.53, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 17.04, + "score": 18.63, "assumptions": { "scenarioStress": "moderate" } @@ -909,7 +909,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045520.json b/landing/lenses/045520.json index 890f15bbdbd85db35423e02ad1847fb0f47b9539..bdf6ae27db360bb24bb4f1fa74c8914239e970c9 100644 --- a/landing/lenses/045520.json +++ b/landing/lenses/045520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 11.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 10.81%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045660.json b/landing/lenses/045660.json index 018690fb176b4d313170336b7678e383f8223e2c..671c968a079d588bc5c371c674af771e61493393 100644 --- a/landing/lenses/045660.json +++ b/landing/lenses/045660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045970.json b/landing/lenses/045970.json index 93ab621b316bba3323766ef1030f6b49db50dc9d..0777fc49111735c2570f5df8efd2b7f9c2706303 100644 --- a/landing/lenses/045970.json +++ b/landing/lenses/045970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 16.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 16.75%). 최근 주가 하락이 반영된 결과", "D/EBITDA 40.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046070.json b/landing/lenses/046070.json index e2f04076453acaee9ab95afa525f68b5c8034e96..e69250679ee210ff225d74a6be5388eca5745656 100644 --- a/landing/lenses/046070.json +++ b/landing/lenses/046070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 77점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 143.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 145.86%). 최근 주가 하락이 반영된 결과", "D/EBITDA 279.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", @@ -1144,7 +1144,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046120.json b/landing/lenses/046120.json index 292624acd1eda56168d57c02493a8dca05da3f90..e15da05ec00bfb4d8bfe1df6305e88662a11e16a 100644 --- a/landing/lenses/046120.json +++ b/landing/lenses/046120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 47.10, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 50.68, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 47.1, + "grade": "dCR-B+", + "score": 50.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 47.72, + "grade": "dCR-B+", + "score": 51.26, "assumptions": { "scenarioStress": "moderate" } @@ -907,11 +907,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 75점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 10.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046210.json b/landing/lenses/046210.json index 93e4ed269eb96fb80c1acf6bdfc47d86c9ce5ec7..7b2995eb039f453758c2b48d624d27519f4c558c 100644 --- a/landing/lenses/046210.json +++ b/landing/lenses/046210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8af928184a50", + "target": "046210", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/046310.json b/landing/lenses/046310.json index 108f3daf84def9e70e1d1b117a1a89e9e3c09ec4..adafb27124455430e75b13e9ec80b7699ee421e6 100644 --- a/landing/lenses/046310.json +++ b/landing/lenses/046310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/046390.json b/landing/lenses/046390.json index d8006fd3e4de5e8640c056b359d93bb8789e0b2e..0bf5dc1dd1c75ef64ed9a18a5f8ec59dbad76281 100644 --- a/landing/lenses/046390.json +++ b/landing/lenses/046390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1379,12 +1379,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3988cd4587ff", + "target": "046390", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.246 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/046400.json b/landing/lenses/046400.json index d479f1eada325bf9837c39c8cda4422c2d92e657..ceaf8b5e1dce7fad3d37d0e23ee800a1208d36d7 100644 --- a/landing/lenses/046400.json +++ b/landing/lenses/046400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -961,10 +961,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1111,10 +1111,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1130,10 +1130,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,10 +1157,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1175,10 +1175,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046440.json b/landing/lenses/046440.json index 2a969be5f74334ae221503ea698c575d0dc84a91..acc337134841cc500c98e1ac149674cfaac0045e 100644 --- a/landing/lenses/046440.json +++ b/landing/lenses/046440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046890.json b/landing/lenses/046890.json index 778e9e89b9e592e0eeb374573e72a5b83e025c5e..ebb4f858c714a0d2e2dab75318a6035153790de1 100644 --- a/landing/lenses/046890.json +++ b/landing/lenses/046890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.14, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 25.95, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -654,23 +654,13 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 9.96, + "value": 12.3, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 1.99, + "contribution": 2.46, "sourceRef": "axes.자본구조" }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 37.63, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 9.41, - "sourceRef": "axes.채무상환능력" - }, { "id": "axis.유동성", "label": "유동성", @@ -680,17 +670,27 @@ "weight": 15, "contribution": 5.44, "sourceRef": "axes.유동성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 29.23, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 7.31, + "sourceRef": "axes.채무상환능력" } ], "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", + "label": "자본구조는 양호하다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", - "direction": "supportive", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 IT 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/046890/axes/채무상환능력", "status": "derived", - "detail": "위험점수 37.63, 가중치 25%" + "detail": "위험점수 29.23, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/046890/axes/자본구조", "status": "derived", - "detail": "위험점수 9.96, 가중치 20%" + "detail": "위험점수 12.30, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 28.14, + "grade": "dCR-BBB", + "score": 25.95, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 29.28, + "score": 27.16, "assumptions": { "scenarioStress": "moderate" } @@ -839,8 +839,13 @@ }, { "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -853,49 +858,49 @@ "gradeHistory": [ { "period": "2026", - "score": 13.29, + "score": 15.45, "grade": "A", "pdEstimate": 0.06 }, { "period": "2025", - "score": 34.76, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 28.97, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2024", - "score": 42.83, + "score": 42.23, "grade": "BB-", "pdEstimate": 2.5 }, { "period": "2023", - "score": 28.34, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 26.89, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2022", - "score": 35.41, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 27.27, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2021", - "score": 22.76, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 19.55, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2020", - "score": 20.16, + "score": 20.64, "grade": "BBB+", "pdEstimate": 0.15 }, { "period": "2019", - "score": 26.88, + "score": 24.54, "grade": "BBB", "pdEstimate": 0.25 } @@ -908,10 +913,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 38점으로 등급 하방 압력", + "유동성 축이 36점으로 등급 하방 압력", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1086,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1549,88 +1554,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:73055a926e9a", - "target": "046890", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.484 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/046940.json b/landing/lenses/046940.json index 8325aa5de9715327eb79db28c58edf7fb9f09834..34bf3f442fcc2d6e53af0f1a135cbf36bfa334f7 100644 --- a/landing/lenses/046940.json +++ b/landing/lenses/046940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:cfa0b94ea0ab", + "target": "046940", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/046970.json b/landing/lenses/046970.json index 7802a9e576b3e23c0c1cf7c6ccd071ade99590c5..4b58d8455c68da788049a2c16b03ab092829df3e 100644 --- a/landing/lenses/046970.json +++ b/landing/lenses/046970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047040.json b/landing/lenses/047040.json index 5192675a05b20b397c4f2dc064c47504db2f3449..3708c72b416d138ec720d25cdbdb46cecd5a92db 100644 --- a/landing/lenses/047040.json +++ b/landing/lenses/047040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047050.json b/landing/lenses/047050.json index 67aa1e2523c52e5794e98ec4823c98fd59eb5aca..c957870c28937a704142996dcf49608943a6e7ee 100644 --- a/landing/lenses/047050.json +++ b/landing/lenses/047050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,17 +620,17 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A-", + "label": "dCR-BBB+", "summary": "dCR 위험점수 23.57, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", + "grade": "dCR-BBB+", "score": 23.57, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", + "grade": "dCR-BBB+", "score": 24.61, "assumptions": { "scenarioStress": "moderate" @@ -906,12 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": { - "totalNotch": 2, + "totalNotch": 1, "reasons": [ - "중대형기업 (매출 32조)", - "시가총액 10조" + "중대형기업 (매출 32조)" ] }, "divergenceExplanation": [ @@ -929,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047080.json b/landing/lenses/047080.json index e55c6fbc56989a87dcebd601c56a32fbf90ea1f4..99ab398aaa36d754ba1b9a440a3979f97d9ce45f 100644 --- a/landing/lenses/047080.json +++ b/landing/lenses/047080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047310.json b/landing/lenses/047310.json index e94fb908410f112bc6e832e64d53c4834792f173..450538331db010a906a1c34f9a5da101c2480dc8 100644 --- a/landing/lenses/047310.json +++ b/landing/lenses/047310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 32.28, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 34.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 32.28, + "score": 34.53, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 32.85, + "score": 35.1, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047400.json b/landing/lenses/047400.json index f8504c6da1df7f468b458adda0a699b9893651e7..5ffa888e1157844e46674ad1f3dd874ec88c390a 100644 --- a/landing/lenses/047400.json +++ b/landing/lenses/047400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.19%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1554,12 +1554,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b0a8700000fd", + "target": "047400", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.245 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/047560.json b/landing/lenses/047560.json index 93513aa4dd2f5e6a54d33a5077aa6b2561e2849a..826edbe6465c96da204600d014618706b8b51b5e 100644 --- a/landing/lenses/047560.json +++ b/landing/lenses/047560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047730.json b/landing/lenses/047730.json index 78465ec5e5c5644cb8cb31ed9af40b5b8dd33ee3..cce07522f7defac3a3b3ad98e7a3d82601954fbf 100644 --- a/landing/lenses/047730.json +++ b/landing/lenses/047730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047770.json b/landing/lenses/047770.json index 8ca039c7962d5472107d4474eceba51fdadb11fc..c06115ce9ad3831f61fcb7abe0eff66a429f743f 100644 --- a/landing/lenses/047770.json +++ b/landing/lenses/047770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 12.14, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 14.52, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 12.14, + "grade": "dCR-A", + "score": 14.52, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 12.9, + "grade": "dCR-A", + "score": 15.34, "assumptions": { "scenarioStress": "moderate" } @@ -905,9 +905,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -922,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1082,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047810.json b/landing/lenses/047810.json index 5c04bbd4dde78dad78629b66ec831f37f2935b87..d2b309ebe3d96349fd5e12f93ffcb36c8016ff93 100644 --- a/landing/lenses/047810.json +++ b/landing/lenses/047810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": { "totalNotch": 1, "reasons": [ - "시가총액 12조" + "시가총액 11조" ] }, "divergenceExplanation": [ @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/047820.json b/landing/lenses/047820.json index 1e422a8d33a204af855028ff9043d0cfafc053cb..2c37884ed5a9a95edc484e8face5e6910587dfae 100644 --- a/landing/lenses/047820.json +++ b/landing/lenses/047820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047920.json b/landing/lenses/047920.json index fcbde9dec3e6900203512665f491f946e740ffa8..20b244c5123b028a9a43cb2d8a336a834722b7a5 100644 --- a/landing/lenses/047920.json +++ b/landing/lenses/047920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,18 +632,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.51, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 29.13, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,15 +827,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.51, + "grade": "dCR-BBB-", + "score": 29.13, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 27.0, + "score": 29.71, "assumptions": { "scenarioStress": "moderate" } @@ -851,11 +851,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -923,12 +918,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 6.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -943,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1070,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1089,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1102,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1122,8 +1117,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1142,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1229,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048260.json b/landing/lenses/048260.json index 6a3571c13502986b087b81799963806a7953890c..4844f96657d195545b863665b917796a736b1f80 100644 --- a/landing/lenses/048260.json +++ b/landing/lenses/048260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048410.json b/landing/lenses/048410.json index d4573c38389c8271f348c080ec17d8edcf0076af..762374b874131af489dfd0bb3bea95925450a081 100644 --- a/landing/lenses/048410.json +++ b/landing/lenses/048410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,15 +968,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1378,88 +1378,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d915d0bc6b75", - "target": "048410", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.241 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/048430.json b/landing/lenses/048430.json index 2b4aef8e1f55891a2c6a6da1db6bbddeb62ed3a9..3773e98dd323f85b21859c11f60acdb2ac8221df 100644 --- a/landing/lenses/048430.json +++ b/landing/lenses/048430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048470.json b/landing/lenses/048470.json index ee1b375483c236e661fba8eb6f8fcf82e9f816f8..99019aaee3876dd2f3f8c03925b20be355351883 100644 --- a/landing/lenses/048470.json +++ b/landing/lenses/048470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,10 +1114,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048530.json b/landing/lenses/048530.json index 22d9bd537402518d2640184560995ccb9c2bba4e..5ed915ad8fba82e8bccc08f81f8f8b8a3e4fd637 100644 --- a/landing/lenses/048530.json +++ b/landing/lenses/048530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c466352963d8", - "target": "048530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.638 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/048550.json b/landing/lenses/048550.json index 65aa8dc4611e9941726867ec589b48e0968bba3c..95e186a26b70339affc349ecfa4a08534d14af0a 100644 --- a/landing/lenses/048550.json +++ b/landing/lenses/048550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -966,19 +966,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -992,8 +992,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,17 +1037,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1114,7 +1114,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1123,7 +1123,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048770.json b/landing/lenses/048770.json index 57f2bc0278aa1cc751141775d703849c46fb1166..87ef9fc48685c5f585dd734503290a9abad3a50d 100644 --- a/landing/lenses/048770.json +++ b/landing/lenses/048770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 53.98, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 54.43, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 53.98, + "score": 54.43, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 55.31, + "score": 55.56, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048830.json b/landing/lenses/048830.json index 14b99bb7927047c7846c043fc7cdcca8cde38bb1..b245203f20b2039f802de506451984a9b253f9e5 100644 --- a/landing/lenses/048830.json +++ b/landing/lenses/048830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 13.42, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 15.88, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 13.42, + "score": 15.88, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 14.35, + "grade": "dCR-A-", + "score": 16.87, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,6 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048870.json b/landing/lenses/048870.json index 27be46388468cb646f9fa8a2902d1b2b2f14f417..e9b7ce262d567bd032a38ad3cc9488ca9c59a4b6 100644 --- a/landing/lenses/048870.json +++ b/landing/lenses/048870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.02%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d0dc0a783926", + "target": "048870", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/048910.json b/landing/lenses/048910.json index fa653007e6a8daa89649676c760d314a6603c78d..3ecd0895e89b3cffb375de8319a6d4747a15a9b5 100644 --- a/landing/lenses/048910.json +++ b/landing/lenses/048910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049070.json b/landing/lenses/049070.json index 2a545cca9d06a4319ad9e728ea8e47589c988786..ce82dd16b1dc3df41e8cb89b2ae3ccc576535104 100644 --- a/landing/lenses/049070.json +++ b/landing/lenses/049070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 IT (캡티브금융조정) 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,49 +853,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.51, + "score": 0.77, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 20.58, + "score": 20.69, "grade": "BBB+", "pdEstimate": 0.15 }, { "period": "2024", - "score": 31.18, + "score": 31.29, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2023", - "score": 8.48, + "score": 8.58, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2022", - "score": 1.46, + "score": 1.58, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2021", - "score": 0.86, + "score": 1.15, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 2.84, - "grade": "AAA", - "pdEstimate": 0.0 + "score": 3.14, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2019", - "score": 1.96, + "score": 2.34, "grade": "AAA", "pdEstimate": 0.0 } @@ -919,7 +919,7 @@ "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.27%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,15 +1062,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1464,88 +1464,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0db3764c8a78", - "target": "049070", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.656 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049080.json b/landing/lenses/049080.json index bbf794668f90704cf600197f36fd9428382d8d47..9e6e0f7471527dfdabf00cc91677bb4571e98f0c 100644 --- a/landing/lenses/049080.json +++ b/landing/lenses/049080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049120.json b/landing/lenses/049120.json index 69181daba364be5f80189c7c70ffcf93fcd3728d..06688c538c5089d191a577fa26f99f0e99afd304 100644 --- a/landing/lenses/049120.json +++ b/landing/lenses/049120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "유동성 축이 70점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049130.json b/landing/lenses/049130.json index 915d06836057b4d1c138ce16fbc3d926e5210012..994629620074b2c72a9b537a6b8110c02fc7f476 100644 --- a/landing/lenses/049130.json +++ b/landing/lenses/049130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -551,10 +551,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -569,10 +569,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049180.json b/landing/lenses/049180.json index 3ebf79fef6d92eab2af533862a2fdcec63bcd835..4356d1e23c74f17459b9880f9b0c6440c5ab448d 100644 --- a/landing/lenses/049180.json +++ b/landing/lenses/049180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-B", - "summary": "dCR 위험점수 58.10, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 61.10, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-B", - "score": 58.1, + "score": 61.1, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 58.94, + "score": 61.94, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-16", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-16", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049430.json b/landing/lenses/049430.json index fde0757b00884c7ef0847afd12a8928ac116dabe..41855dc16f5ba0bf8040150c18b89e9e5c695fcd 100644 --- a/landing/lenses/049430.json +++ b/landing/lenses/049430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1450,88 +1450,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:632a5a1c1f9f", - "target": "049430", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.411 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049470.json b/landing/lenses/049470.json index caff2b188db75040c920c5974d3888886c231cd1..6ff0cdc8e36c63247d7d93d3436c4c970f1a511d 100644 --- a/landing/lenses/049470.json +++ b/landing/lenses/049470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,10 +1113,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049480.json b/landing/lenses/049480.json index 94de7bdb49695b511eea683cb75fbe7d96949fdc..015bbfa615954960c00068bd66b2c683d6a5b83d 100644 --- a/landing/lenses/049480.json +++ b/landing/lenses/049480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049520.json b/landing/lenses/049520.json index 29dc0cc03e6434f80dbb3a433501139e7b5306de..c6f9f2a637f140a90135c4fdcc347319004828c4 100644 --- a/landing/lenses/049520.json +++ b/landing/lenses/049520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/049550.json b/landing/lenses/049550.json index 21650b45bc79647f3582e29ca8e4d79887432986..5c19eb7559616edae2c19226216cf08aa868b588 100644 --- a/landing/lenses/049550.json +++ b/landing/lenses/049550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1595,88 +1595,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8e61462e6c32", - "target": "049550", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049630.json b/landing/lenses/049630.json index 8b0a13adcd522383d6468d8507d1b5978a60a7eb..0461157838cadb5aef241b2ddf8fb7d4d16ad5e7 100644 --- a/landing/lenses/049630.json +++ b/landing/lenses/049630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.59, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 33.15, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 31.59, + "grade": "dCR-BB+", + "score": 33.15, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 32.88, + "score": 34.25, "assumptions": { "scenarioStress": "moderate" } @@ -837,11 +837,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -909,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", @@ -927,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1456,12 +1451,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d3dbf3ee0d17", + "target": "049630", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.548 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049720.json b/landing/lenses/049720.json index e84a088dd8d735961e8128346c60969b129b274e..86a4f2fbb75711e0ac6ebe998d7039c698859a2e 100644 --- a/landing/lenses/049720.json +++ b/landing/lenses/049720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:39f3ace32fca", + "target": "049720", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049770.json b/landing/lenses/049770.json index 42022e32094761a5d4339b96840bf44ebdc61c17..1d9e35dbd9c5c7b458e05fafd9086719361e09a3 100644 --- a/landing/lenses/049770.json +++ b/landing/lenses/049770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049800.json b/landing/lenses/049800.json index 12e3ea80974626c0075800af373ba1d5a7481643..c9071f0e7794898d7570577c58d608bfb2bbf107 100644 --- a/landing/lenses/049800.json +++ b/landing/lenses/049800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049830.json b/landing/lenses/049830.json index c62faa61047f4b475cfa6dc8c3beabad3b298562..ad11253e4f6d8f4f21585511377dbe3c5732c4e0 100644 --- a/landing/lenses/049830.json +++ b/landing/lenses/049830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,10 +1242,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1260,10 +1260,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049950.json b/landing/lenses/049950.json index d6b5f388bd0d15cd9cf2210252b5625067bab4e8..13f5d85225fc09660ee3561c4a50748e52a668fc 100644 --- a/landing/lenses/049950.json +++ b/landing/lenses/049950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,15 +968,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1378,88 +1378,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3e5292b016ee", - "target": "049950", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.743 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049960.json b/landing/lenses/049960.json index 1db7c251214ffd14a506ec128bcafcdf49e7807e..cc1eec4ad47e8f9c55d8b29369630810ecde9266 100644 --- a/landing/lenses/049960.json +++ b/landing/lenses/049960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050090.json b/landing/lenses/050090.json index 94cfa6a2b5bb69366c2e69b74f7080674eb2bcec..b3b5af80c5bb164f38e20214e13cf0b978488dd8 100644 --- a/landing/lenses/050090.json +++ b/landing/lenses/050090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -934,7 +934,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-01", "period": null, "status": "derived", @@ -954,7 +954,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-01", "period": null, "status": "observed", @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1061,10 +1061,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050110.json b/landing/lenses/050110.json index 48c339fb42cb86486ae5cefaa75554be45e734ec..4fb2d27bebd7c4b98f3974937e80908f73abc4d4 100644 --- a/landing/lenses/050110.json +++ b/landing/lenses/050110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050120.json b/landing/lenses/050120.json index 07c967eebfa68905b4f5f38d432b23c5a8ce1f0e..398d7fe2a447868113561036cb95b92f9a754d4a 100644 --- a/landing/lenses/050120.json +++ b/landing/lenses/050120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1163,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,10 +1190,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1208,10 +1208,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050540.json b/landing/lenses/050540.json index 8761ea81df250c019a65e1103d0953d5c913a993..16980f006990e486eea52097dfc7e4a1ce5e4e12 100644 --- a/landing/lenses/050540.json +++ b/landing/lenses/050540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050760.json b/landing/lenses/050760.json index 0cfe96014173f34c8db9262df9f8e1c2907d8419..ff4ee7e95fbfc563bdbc0fd4483e3e8149871db2 100644 --- a/landing/lenses/050760.json +++ b/landing/lenses/050760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/050860.json b/landing/lenses/050860.json index 97d5bb783f45d3ea260d1ee88974b7a1957119e4..64b5a355aca7fe9998b4a50b58cc99ca834e7e48 100644 --- a/landing/lenses/050860.json +++ b/landing/lenses/050860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1081,10 +1081,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050890.json b/landing/lenses/050890.json index a34d0434b83fe3fe0dea2e10517dd32d9f282c3f..45e35fadfdec26096dbc778fcdb899fdeb5894f9 100644 --- a/landing/lenses/050890.json +++ b/landing/lenses/050890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050960.json b/landing/lenses/050960.json index 2af3c2d12f95e8214614f08d5b7f10cbf17e7dad..0f58677cfbfc7e634fc45c07c599f23902082f28 100644 --- a/landing/lenses/050960.json +++ b/landing/lenses/050960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-AA+", - "summary": "dCR 위험점수 4.96, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA", + "summary": "dCR 위험점수 5.03, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -772,7 +772,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/050960/axes/자본구조", "status": "derived", - "detail": "위험점수 4.14, 가중치 20%" + "detail": "위험점수 4.32, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA+", - "score": 4.96, + "grade": "dCR-AA", + "score": 5.03, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 5.05, + "score": 5.13, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-AA로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -857,49 +852,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.24, + "score": 0.37, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.27, + "score": 0.41, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 0.13, + "score": 0.19, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 1.95, + "score": 2.05, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2022", - "score": 9.07, + "score": 9.18, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2021", - "score": 21.95, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 22.06, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2020", - "score": 8.8, + "score": 8.89, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2019", - "score": 0.07, + "score": 0.11, "grade": "AAA", "pdEstimate": 0.0 } @@ -912,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.01, + "pdEstimate": 0.02, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", @@ -930,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", @@ -1083,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1116,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1165,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1199,13 +1194,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1214,7 +1209,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1227,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1246,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051160.json b/landing/lenses/051160.json index d96406981c944bef95d8e0e0cfee988354eab08f..c9149c02bbb40750982041fc7a8ecc0466af8594 100644 --- a/landing/lenses/051160.json +++ b/landing/lenses/051160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051310.json b/landing/lenses/051310.json index 6603743d7ddbcfdb30e5476514384c565eb02759..1ec128143b91e3caa6ffc1da1a72377e2de34341 100644 --- a/landing/lenses/051310.json +++ b/landing/lenses/051310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051360.json b/landing/lenses/051360.json index 5deb51f80974e1955050d571be54fb4e4ed58840..a5024a927db546fdac9f555adce60675dcef22e3 100644 --- a/landing/lenses/051360.json +++ b/landing/lenses/051360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051370.json b/landing/lenses/051370.json index d42fd598f55285028595de1e2f0acad3e01eaa8d..42c44309dd860e4e6968c92a822b1ec9f4b19e4c 100644 --- a/landing/lenses/051370.json +++ b/landing/lenses/051370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2018", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.97%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,10 +1116,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1146,7 +1146,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051380.json b/landing/lenses/051380.json index 6e710f40f54a334414faee8ff25ce0ac5cb55352..a77787e7a98b895d0d3b94d675b1c20a8b7d22d6 100644 --- a/landing/lenses/051380.json +++ b/landing/lenses/051380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051390.json b/landing/lenses/051390.json index baeaa0663aa0eb22b9003b641f48032f466109da..056ff8f9febaa2d7dc43143d04df4d586d58a797 100644 --- a/landing/lenses/051390.json +++ b/landing/lenses/051390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051490.json b/landing/lenses/051490.json index 927a277ea033119ed83481964509dcb9eed4298e..935efe528611cadf1e8f9f1204cef4b515a03369 100644 --- a/landing/lenses/051490.json +++ b/landing/lenses/051490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 8.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 9.64%). 최근 주가 하락이 반영된 결과", "D/EBITDA 72.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051500.json b/landing/lenses/051500.json index f6baea4da8aa9b6981eed3a282d4b4b5dfed6192..2da5a81fe1e708bd64de54789e27ac4e2b2d9003 100644 --- a/landing/lenses/051500.json +++ b/landing/lenses/051500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 7.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1557,88 +1557,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9e4d88919867", - "target": "051500", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.43 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/051600.json b/landing/lenses/051600.json index 29126cd67b0da4cc8cfc42463eb591acb2617130..ed36bb1b371ef9328889288db04e8d3980988c71 100644 --- a/landing/lenses/051600.json +++ b/landing/lenses/051600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051630.json b/landing/lenses/051630.json index addb015827f0db0c9e6ea2dbae9cb997b94459a7..4845e9c706a236b17d97266518cb388f003ac0a9 100644 --- a/landing/lenses/051630.json +++ b/landing/lenses/051630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 16.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 17.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051780.json b/landing/lenses/051780.json index ef4049ff121cd6935710bcc72997ae2130e1b100..6b75c893454bd07f9b33ccc4c03b6c9d0c27628b 100644 --- a/landing/lenses/051780.json +++ b/landing/lenses/051780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 86.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 109.73%). 최근 주가 하락이 반영된 결과", "D/EBITDA 3830.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051900.json b/landing/lenses/051900.json index baf1f2eb819a33684f0003b2ea4dc72bdbf50ac0..49bcdb57df4f6040c702979fc842ae7f9528f968 100644 --- a/landing/lenses/051900.json +++ b/landing/lenses/051900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051910.json b/landing/lenses/051910.json index d1cb35996c33a9327b2ccb2531d23a40ab3b2f4f..484693685eef1a1dc5cbef25af4e98490331cb15 100644 --- a/landing/lenses/051910.json +++ b/landing/lenses/051910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 27.31, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 29.56, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 27.31, + "score": 29.56, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 27.97, + "score": 30.22, "assumptions": { "scenarioStress": "moderate" } @@ -914,12 +914,13 @@ "중대형기업 (매출 46조)", "캡티브금융 별도 D/EBITDA 0.0x (양호)", "CAPEX집약 OCF양수 (투자 사이클)", - "시가총액 13조" + "시가총액 12조" ] }, "divergenceExplanation": [ "현금흐름 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 5.73%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -935,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,15 +1063,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1095,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1142,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1221,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1229,7 +1230,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1242,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1261,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1327,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1605,88 +1606,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a575c39bd453", - "target": "051910", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.718 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/051980.json b/landing/lenses/051980.json index 7ff15f35763c3380d9af1486c815361c7ab8344b..f5ef821ce03ca726a72ad6b69ca45edc555a1351 100644 --- a/landing/lenses/051980.json +++ b/landing/lenses/051980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1006,7 +1006,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052020.json b/landing/lenses/052020.json index 4777a935ece99d4af6ddf913712381fc39b6a6f8..33e17dbcdd591f9d2e00c93879cb36727100bf17 100644 --- a/landing/lenses/052020.json +++ b/landing/lenses/052020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052190.json b/landing/lenses/052190.json index 60068adf5c0f1088cbf614aa08cb2b447158449b..b338c3b36a37f2dccabb91aeeab5aab47aae6491 100644 --- a/landing/lenses/052190.json +++ b/landing/lenses/052190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -927,7 +927,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,10 +1084,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1102,10 +1102,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052220.json b/landing/lenses/052220.json index 6fd8ee90e6782901a384d6680b8e08b58156a58b..f0707d856225024c6e32f7b3b03e7362948f6148 100644 --- a/landing/lenses/052220.json +++ b/landing/lenses/052220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052260.json b/landing/lenses/052260.json index 1ba82f675b8251b9ef2f9316f56dcf91f4cd1621..5ecd5aaef65f6144ff2924ec9fef14bd5940fdd8 100644 --- a/landing/lenses/052260.json +++ b/landing/lenses/052260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 5.76, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 6.76, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 5.76, + "score": 6.76, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 6.2, + "score": 7.2, "assumptions": { "scenarioStress": "moderate" } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052270.json b/landing/lenses/052270.json index fa085ac02152eda5149fc2bcbd3d2ca481cb12b4..40bc2e9996673679e3ac2078892854665baa16d5 100644 --- a/landing/lenses/052270.json +++ b/landing/lenses/052270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -558,13 +558,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1133,10 +1133,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,10 +1160,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1178,10 +1178,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052300.json b/landing/lenses/052300.json index fef581f8b656272946db1aabf7df4b4de9bddec7..0f0187362894d901a9b12747b5fce45c4103f45a 100644 --- a/landing/lenses/052300.json +++ b/landing/lenses/052300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052330.json b/landing/lenses/052330.json index 0cde437e1ac517b1b9e8e02e5be844ac16772079..7b35010885b525cf36f7c769b93015f970fab1dd 100644 --- a/landing/lenses/052330.json +++ b/landing/lenses/052330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/052400.json b/landing/lenses/052400.json index c699482353cd8321dbca7fb33a07831df4eea5fb..ac1f898633d71be533bacafa4ed97e42b39a834f 100644 --- a/landing/lenses/052400.json +++ b/landing/lenses/052400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/052420.json b/landing/lenses/052420.json index 3d0e02e5c669c490c13271998c025786b09ca62e..e638ab197f267489f3850a80b3b0459a573bd303 100644 --- a/landing/lenses/052420.json +++ b/landing/lenses/052420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:39ee20f100f5", + "target": "052420", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.614 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/052460.json b/landing/lenses/052460.json index d3e1132abcace775897e6b18bbb97248efd7265b..a67c5f45dcd51648f6b5f58a7c53538136c9145d 100644 --- a/landing/lenses/052460.json +++ b/landing/lenses/052460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 18.77, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 19.37, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -651,14 +651,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.자본구조", - "label": "자본구조", - "value": 7.85, + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 9.18, "unit": "riskScore", "direction": "positive", - "weight": 20, - "contribution": 1.57, - "sourceRef": "axes.자본구조" + "weight": 25, + "contribution": 2.29, + "sourceRef": "axes.채무상환능력" }, { "id": "axis.사업안정성", @@ -684,12 +684,12 @@ "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", + "label": "자본구조는 양호하다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", - "direction": "supportive", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -772,7 +772,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/052460/axes/자본구조", "status": "derived", - "detail": "위험점수 7.85, 가중치 20%" + "detail": "위험점수 10.01, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 18.77, + "grade": "dCR-BBB+", + "score": 19.37, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 19.62, + "score": 20.31, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -857,49 +852,49 @@ "gradeHistory": [ { "period": "2026", - "score": 9.68, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 12.41, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2025", - "score": 12.11, - "grade": "A+", - "pdEstimate": 0.04 + "score": 13.41, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2024", - "score": 49.22, + "score": 50.22, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2023", - "score": 16.21, + "score": 17.4, "grade": "A-", "pdEstimate": 0.08 }, { "period": "2022", - "score": 61.47, - "grade": "B", - "pdEstimate": 7.0 + "score": 64.19, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2021", - "score": 44.49, + "score": 46.57, "grade": "BB-", "pdEstimate": 2.5 }, { "period": "2020", - "score": 58.69, + "score": 60.43, "grade": "B", "pdEstimate": 7.0 }, { "period": "2019", - "score": 48.88, + "score": 49.83, "grade": "B+", "pdEstimate": 4.0 } @@ -912,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", @@ -930,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1224,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1237,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052600.json b/landing/lenses/052600.json index 51872c46d98268f2601133decd84bcacf1f48314..d363418d2bb21238a7dc93ffecc0cdc4c8bfd4e5 100644 --- a/landing/lenses/052600.json +++ b/landing/lenses/052600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052670.json b/landing/lenses/052670.json index 5af040b875a0174c7105a6abd16c888b2f9d2ae0..a32b38a4f3044984a9b79bc5d39c2867e29ea47a 100644 --- a/landing/lenses/052670.json +++ b/landing/lenses/052670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-02-20", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-02-20", "period": null, "status": "derived", @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-02-20", "period": null, "status": "observed", @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1133,10 +1133,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,10 +1160,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1178,10 +1178,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052690.json b/landing/lenses/052690.json index 879e7240a8b320d58cb5b87ff0cdba19b8c2b9b8..a0a1cbe760d7bdd7e3c26b55134f3ad8ba9c753b 100644 --- a/landing/lenses/052690.json +++ b/landing/lenses/052690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1047,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1205,7 +1205,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1449,12 +1449,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e493cc4c48d3", + "target": "052690", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.356 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/052710.json b/landing/lenses/052710.json index f9862bb83fcd55cb5998bf4e88e160f3652adef8..7db709bee6a6fd7c25fd9f4c5a95748334391011 100644 --- a/landing/lenses/052710.json +++ b/landing/lenses/052710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052770.json b/landing/lenses/052770.json index 5aea72333dda727291acc55540d036e8f5e51821..b6f8502e9e2c37b1fd64c7923736e5b0ed50a9f2 100644 --- a/landing/lenses/052770.json +++ b/landing/lenses/052770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 600.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 645.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-23", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-23", "period": "2024", "status": "derived", @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-23", "period": "2024", "status": "observed", @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052790.json b/landing/lenses/052790.json index d968775028c0da1adc5d95d36207b8542b731aa2..6927c7b75f4e53a9d1a036c89446ee22ef994475 100644 --- a/landing/lenses/052790.json +++ b/landing/lenses/052790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052860.json b/landing/lenses/052860.json index 534ce57ea8fc091b66705b465795a4c78da11953..aad1021eda37c248b98399f12a80c4b216ef26d4 100644 --- a/landing/lenses/052860.json +++ b/landing/lenses/052860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052900.json b/landing/lenses/052900.json index 2c1c93071b99f99800543a15a64a82a25e925999..5149cbebb1671bff5827583c6888a2c2dde25b67 100644 --- a/landing/lenses/052900.json +++ b/landing/lenses/052900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1662,12 +1662,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:74428f67d4cc", + "target": "052900", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/053030.json b/landing/lenses/053030.json index 29d4c997c255ea5b46863d9357eda7d3153541d0..4f8804279389d7c7001c8184af00458db0a0fa86 100644 --- a/landing/lenses/053030.json +++ b/landing/lenses/053030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 86점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 28.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 29.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053050.json b/landing/lenses/053050.json index cfac672ed53441b9decfc834619778ea8201cf09..b6e201dc8d5a52c30ab10ae3c368f5fa985a8631 100644 --- a/landing/lenses/053050.json +++ b/landing/lenses/053050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053060.json b/landing/lenses/053060.json index 80f4c3e9dafc53e61d47ef510710e00d744d66ed..eb4262f582c77cb20b9421f667cb98d8ba67047c 100644 --- a/landing/lenses/053060.json +++ b/landing/lenses/053060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053080.json b/landing/lenses/053080.json index 59a3a0a654198510d351073ea3e68b51892cdd4f..72b3505e095c7027e75e27d74518b14a0eaf7566 100644 --- a/landing/lenses/053080.json +++ b/landing/lenses/053080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 14.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 17.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1002,15 +1002,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1035,8 +1035,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1081,17 +1081,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1160,7 +1160,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1169,7 +1169,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1404,88 +1404,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1122a90e5572", - "target": "053080", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/053160.json b/landing/lenses/053160.json index 5d699d573bc72ac22810885025f08254b004cbe1..e1c34528f9e531aaa20a344b300400607e30bf8d 100644 --- a/landing/lenses/053160.json +++ b/landing/lenses/053160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053210.json b/landing/lenses/053210.json index 703ce28bef9b046adefa7fa62a1a27b83eb4e809..9f665a9b915f18d2cd7d837ce90aa87027fa683c 100644 --- a/landing/lenses/053210.json +++ b/landing/lenses/053210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053260.json b/landing/lenses/053260.json index 8aaa3207b7b523c63002af1c5b88b3a369577d72..2f9ca77f9bf3b60002fc1f4fdebd0408731f9c5f 100644 --- a/landing/lenses/053260.json +++ b/landing/lenses/053260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053270.json b/landing/lenses/053270.json index a72493ba11ad4e5720e8c9aecdbf00bb0c26fd59..9ff9e58065062e1278df04c24eedadbbc4ac2c81 100644 --- a/landing/lenses/053270.json +++ b/landing/lenses/053270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053280.json b/landing/lenses/053280.json index ef306f82eb15a829f61c9a18aac80baee4053d99..eba60cad16caab83059ac333545c7c8b33375b1d 100644 --- a/landing/lenses/053280.json +++ b/landing/lenses/053280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053290.json b/landing/lenses/053290.json index 4dc867ec6ef41964f55f612c270c862ab05ed9f6..2918133643c56dbd5c978cb94d94feda52ae391c 100644 --- a/landing/lenses/053290.json +++ b/landing/lenses/053290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053300.json b/landing/lenses/053300.json index 5efc21c357fa0b6fef0174a1ebedd1cb0e545dc2..74166023220f6d05d95d1e07dd3c3f1e0205f10f 100644 --- a/landing/lenses/053300.json +++ b/landing/lenses/053300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053350.json b/landing/lenses/053350.json index 371aefe958f35e7dec7042be6fd9450ab5887f1d..bac509ef3803245d460d77a96247b4a6a96a83be 100644 --- a/landing/lenses/053350.json +++ b/landing/lenses/053350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053450.json b/landing/lenses/053450.json index 21c7347492154f8d225288a34d7626be4b40f463..595425d6f551fb5491ca229fe156096c6bb198ab 100644 --- a/landing/lenses/053450.json +++ b/landing/lenses/053450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 87.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.86%). 최근 주가 하락이 반영된 결과", "D/EBITDA 32.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,15 +1505,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/053580.json b/landing/lenses/053580.json index 0d30c2a9e746ad6c546deea6047312799b84c2f6..de08e0e73f0d9a0abb8650a09c9fb691b0c48a75 100644 --- a/landing/lenses/053580.json +++ b/landing/lenses/053580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2022", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,8 +1053,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1084,10 +1084,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1097,7 +1097,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1174,10 +1174,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1193,10 +1193,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053610.json b/landing/lenses/053610.json index dd9d102d2139bf4fbe5347829723b76d3dc6b9a5..4c0d441d1c96504fcde13cc9717d88c6cca13b78 100644 --- a/landing/lenses/053610.json +++ b/landing/lenses/053610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053620.json b/landing/lenses/053620.json index 4664843626e508fb4e8ac292b21d24a0fb8c886a..68e2e33111eb620a8301753e6d0a73555ccc2861 100644 --- a/landing/lenses/053620.json +++ b/landing/lenses/053620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 10.94, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 11.36, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -654,11 +654,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 1.32, + "value": 1.24, "unit": "riskScore", "direction": "positive", - "weight": 20, - "contribution": 0.26, + "weight": 15, + "contribution": 0.19, "sourceRef": "axes.자본구조" }, { @@ -667,8 +667,8 @@ "value": 18.86, "unit": "riskScore", "direction": "negative", - "weight": 25, - "contribution": 4.71, + "weight": 30, + "contribution": 5.66, "sourceRef": "axes.채무상환능력" }, { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 소재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/053620/axes/채무상환능력", "status": "derived", - "detail": "위험점수 18.86, 가중치 25%" + "detail": "위험점수 18.86, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/053620/axes/자본구조", "status": "derived", - "detail": "위험점수 1.32, 가중치 20%" + "detail": "위험점수 1.24, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 10.94, + "score": 11.36, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 11.16, + "score": 11.59, "assumptions": { "scenarioStress": "moderate" } @@ -853,49 +853,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.56, + "score": 0.42, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 15.28, + "score": 15.23, "grade": "A", "pdEstimate": 0.06 }, { "period": "2024", - "score": 7.97, + "score": 7.91, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2023", - "score": 8.57, + "score": 8.5, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2022", - "score": 9.04, + "score": 8.95, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2021", - "score": 6.32, + "score": 5.79, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2020", - "score": 9.91, + "score": 9.62, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2019", - "score": 3.52, + "score": 3.35, "grade": "AA+", "pdEstimate": 0.01 } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053690.json b/landing/lenses/053690.json index 16ea283db2c15618138130947ece23979281a10d..d14ed9b29f66bbb540e18e24491c9e841a199964 100644 --- a/landing/lenses/053690.json +++ b/landing/lenses/053690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053700.json b/landing/lenses/053700.json index 780c8e976798365b8b99a10a974647044f266c0b..af1e3a65776e3454105e2ac3744c656ae2cb1274 100644 --- a/landing/lenses/053700.json +++ b/landing/lenses/053700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1601,12 +1601,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:52d30e66dcdd", + "target": "053700", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.827 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/053800.json b/landing/lenses/053800.json index 175161e781d31063af22b72bfaa215fb48b581df..e11fea08e39c8dc6fa4f223517fd23221afef35b 100644 --- a/landing/lenses/053800.json +++ b/landing/lenses/053800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1299,10 +1299,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1353,7 +1353,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053950.json b/landing/lenses/053950.json index 45629d192d7ea7e4e38c3abe3114596fb4d1f13b..97cb89405ded006da67b4e2292a74008f41627e6 100644 --- a/landing/lenses/053950.json +++ b/landing/lenses/053950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 25.41, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 27.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -826,15 +826,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 25.41, + "grade": "dCR-BBB-", + "score": 27.84, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 25.95, + "grade": "dCR-BBB-", + "score": 28.47, "assumptions": { "scenarioStress": "moderate" } @@ -917,11 +917,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053980.json b/landing/lenses/053980.json index dd675ae37246938c1fa37e0c489ce85db0b32b34..f6168cddab508b28f81ed7a53842e1ef2bbe7a09 100644 --- a/landing/lenses/053980.json +++ b/landing/lenses/053980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:50faac59c58e", + "target": "053980", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/054040.json b/landing/lenses/054040.json index ce0140fd6c7eb9d40b55397f0c45ba514e58acd4..acefc31c1cce5a768daa2cd3b70d092355552cce 100644 --- a/landing/lenses/054040.json +++ b/landing/lenses/054040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/054050.json b/landing/lenses/054050.json index 06268664a5959128654ee9da00f67bd729748360..256d877de10c34b57e81ff1d898b6ea59c8efa8e 100644 --- a/landing/lenses/054050.json +++ b/landing/lenses/054050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3736a77b8f79", + "target": "054050", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/054090.json b/landing/lenses/054090.json index f427138f955f0d76a2a6dfb0c22e6d5f739e8f69..d4bde7adb68e2396c8fe47e725842f26450099c1 100644 --- a/landing/lenses/054090.json +++ b/landing/lenses/054090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054180.json b/landing/lenses/054180.json index 89a16546bba2df3f9cfc861ed6e19ba38649f9ab..2a7e3ae6cbcb6ae3e798492e659d3f8c1ebdb776 100644 --- a/landing/lenses/054180.json +++ b/landing/lenses/054180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1132,10 +1132,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,10 +1159,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054210.json b/landing/lenses/054210.json index 22e43b8e86ad0b23ac5fda6b7b8e7281a2b6419d..7721ee87461535b01f73263e7cebfd2506025cf1 100644 --- a/landing/lenses/054210.json +++ b/landing/lenses/054210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -617,18 +617,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 29.17, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.42, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,14 +813,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 29.17, + "score": 31.42, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 30.41, + "grade": "dCR-BBB-", + "score": 32.66, "assumptions": { "scenarioStress": "moderate" } @@ -836,6 +836,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -913,6 +918,7 @@ "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,15 +1060,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1087,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1212,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1227,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1460,8 +1466,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/054220.json b/landing/lenses/054220.json index c5e66c3102bb9088a1287e3056f560cca7b9aabc..2c278a22f81738250d8652fc58f32abe0188ba8f 100644 --- a/landing/lenses/054220.json +++ b/landing/lenses/054220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -834,7 +834,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.30%). 최근 주가 하락이 반영된 결과", "D/EBITDA 102.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054300.json b/landing/lenses/054300.json index 5700edb8ada2ed2d07d824218eac67a93a0d4209..af4e0b428203e713f22e8beb9a000516a704f140 100644 --- a/landing/lenses/054300.json +++ b/landing/lenses/054300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2020", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -927,7 +927,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.18%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054340.json b/landing/lenses/054340.json index f14402fbd3a8a80ef3207bbe89475a59a5f408b2..2d5cecb5afe415b7824c2e430fc307f48a5cd81d 100644 --- a/landing/lenses/054340.json +++ b/landing/lenses/054340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1268,10 +1268,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054410.json b/landing/lenses/054410.json index 28a6ecf5418a1d23d54e9dc3364b168c6bf8207c..7dfe9650a5ef8ddd7c8c563f80fb60bbefe899b2 100644 --- a/landing/lenses/054410.json +++ b/landing/lenses/054410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054450.json b/landing/lenses/054450.json index 72374d8f6b77ff9696be3fb4793d14fae3674307..b7464ddb91459aa5e6f68f2911a2abd2c26adb98 100644 --- a/landing/lenses/054450.json +++ b/landing/lenses/054450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 10.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 13.44%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054540.json b/landing/lenses/054540.json index b267474bf927dedf2dda79735d4574b4429c2360..c1173c47e16f8002761699fe5a7fd69c1d561799 100644 --- a/landing/lenses/054540.json +++ b/landing/lenses/054540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:bd8373d2e7b1", + "target": "054540", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.589 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/054620.json b/landing/lenses/054620.json index 5c5d40e2f35c7423c05988a7b3b43e5a95024871..e2cf8597725d8d5c808a6518f8cfb62ce8a7e0a3 100644 --- a/landing/lenses/054620.json +++ b/landing/lenses/054620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -703,14 +703,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -830,10 +830,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -863,8 +863,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -876,7 +876,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -896,8 +896,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -916,10 +916,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -929,7 +929,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -954,7 +954,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1029,10 +1029,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1052,7 +1052,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054630.json b/landing/lenses/054630.json index ffabe90dc4fc62125b6256b3d176f84f8a5d8b49..afca3bad47c9a7c30561629ff4c4423a3dfd4d34 100644 --- a/landing/lenses/054630.json +++ b/landing/lenses/054630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -538,13 +538,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -644,7 +644,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -663,7 +663,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-12-29", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-12-29", "period": "2025", "status": "derived", @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,10 +1191,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1209,10 +1209,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054670.json b/landing/lenses/054670.json index 2f279ea4e3c032d19929e118d85e8813d017cd5d..283c8babfd29496877cdfa31390a0bd0a655ce27 100644 --- a/landing/lenses/054670.json +++ b/landing/lenses/054670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,7 +925,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054780.json b/landing/lenses/054780.json index e1a24b8d0adc6a825fe2307bffca026a8e9f5047..499521b7af0e05a582d520c79a03a5a51e138677 100644 --- a/landing/lenses/054780.json +++ b/landing/lenses/054780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,10 +1018,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054800.json b/landing/lenses/054800.json index 1635a79bbb03a0f7dc40bb4445fa38a34ba71641..129c2ea1f2d6f9d4ee9b4d005c2402c84269e231 100644 --- a/landing/lenses/054800.json +++ b/landing/lenses/054800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1673,7 +1673,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1695,7 +1695,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1713,8 +1713,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/054920.json b/landing/lenses/054920.json index 17c63740329f43a2d5cdd5c5b5d7f38ddf1f5074..700c15228bb60ec4649a357e9872de81672f8ebf 100644 --- a/landing/lenses/054920.json +++ b/landing/lenses/054920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054930.json b/landing/lenses/054930.json index df1b5daad20bff09f3a99e3bd251a182899e7437..da41db6e7a5623db935694ce7c294b1c343e9e7f 100644 --- a/landing/lenses/054930.json +++ b/landing/lenses/054930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054940.json b/landing/lenses/054940.json index bf113778f375d3b0176572c4aa31e1baff4af09a..da9d817618b6e19f1d3e00db77841e8377898af8 100644 --- a/landing/lenses/054940.json +++ b/landing/lenses/054940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.02, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.71, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -674,11 +674,11 @@ { "id": "axis.유동성", "label": "유동성", - "value": 27.39, + "value": 29.43, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 4.11, + "contribution": 4.41, "sourceRef": "axes.유동성" } ], @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,7 +780,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/054940/axes/유동성", "status": "derived", - "detail": "위험점수 27.39, 가중치 15%" + "detail": "위험점수 29.43, 가중치 15%" }, { "id": "credit.axis.현금흐름", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 31.02, + "score": 31.71, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 31.94, + "grade": "dCR-BB+", + "score": 32.77, "assumptions": { "scenarioStress": "moderate" } @@ -841,6 +841,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -853,49 +858,49 @@ "gradeHistory": [ { "period": "2026", - "score": 11.14, - "grade": "A+", - "pdEstimate": 0.04 + "score": 14.27, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2025", - "score": 41.78, - "grade": "BB", - "pdEstimate": 1.5 + "score": 43.0, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2024", - "score": 29.9, + "score": 31.96, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2023", - "score": 46.93, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 48.44, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2022", - "score": 20.09, + "score": 21.86, "grade": "BBB+", "pdEstimate": 0.15 }, { "period": "2021", - "score": 63.19, + "score": 65.42, "grade": "B-", "pdEstimate": 10.0 }, { "period": "2020", - "score": 59.39, + "score": 61.36, "grade": "B", "pdEstimate": 7.0 }, { "period": "2019", - "score": 43.94, + "score": 46.47, "grade": "BB-", "pdEstimate": 2.5 } @@ -927,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054950.json b/landing/lenses/054950.json index 93d4ff0ee4bc5bef5433965655bd400a17ae5160..5defd8f38b522246204881918eebe278dc95ec6b 100644 --- a/landing/lenses/054950.json +++ b/landing/lenses/054950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c92bd623ed6f", + "target": "054950", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.782 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/055490.json b/landing/lenses/055490.json index 812d6cdc1c6f1ecdb98d39016b770b771fb89d2b..7a2dfb4619c3d94f64708f1067754918d3648817 100644 --- a/landing/lenses/055490.json +++ b/landing/lenses/055490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,10 +1129,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/055550.json b/landing/lenses/055550.json index 81cb46d49a9b68708df2602ee74f8b8de4060b30..b9b18b38f21aaadc59ed7809d4f6520c1ffaa40c 100644 --- a/landing/lenses/055550.json +++ b/landing/lenses/055550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -671,19 +671,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -750,17 +750,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -829,7 +829,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -838,7 +838,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1139,88 +1139,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8323db6e918f", - "target": "055550", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/056080.json b/landing/lenses/056080.json index eb541ac20da6d74f384aefba7e080068b3d147b5..30156f7204ca0fc6882f07dc419a888fc927a6d0 100644 --- a/landing/lenses/056080.json +++ b/landing/lenses/056080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -556,18 +556,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.22, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 28.79, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -751,15 +751,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.22, + "grade": "dCR-BBB-", + "score": 28.79, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 26.44, + "grade": "dCR-BBB-", + "score": 29.05, "assumptions": { "scenarioStress": "moderate" } @@ -842,12 +842,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -989,15 +989,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1097,7 +1097,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1131,13 +1131,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056090.json b/landing/lenses/056090.json index 174abe1cd332aef3e2b125c4bba6c2259e95e4dc..42327961151807441d870f8632907b9e5873b096 100644 --- a/landing/lenses/056090.json +++ b/landing/lenses/056090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:511ca8141866", + "target": "056090", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/056190.json b/landing/lenses/056190.json index d316ff2f562b18453446dcfe569e1f1be8e423d0..fd51ee0c1cbb72cefcf85ed165acba2cd9ab8a96 100644 --- a/landing/lenses/056190.json +++ b/landing/lenses/056190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 6.68, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 7.68, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 6.68, + "score": 7.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 7.78, + "grade": "dCR-AA-", + "score": 8.78, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -924,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056360.json b/landing/lenses/056360.json index 3cbae15478bf94aaaa9ff994b6cf31f05c5bb613..6d79af743a10264bf1eadc56f7df65d76499a035 100644 --- a/landing/lenses/056360.json +++ b/landing/lenses/056360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.56, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 33.81, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 31.56, + "grade": "dCR-BB+", + "score": 33.81, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 31.97, + "grade": "dCR-BB+", + "score": 34.22, "assumptions": { "scenarioStress": "moderate" } @@ -907,10 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 53점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.64%). 최근 주가 하락이 반영된 결과", "D/EBITDA 39.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056700.json b/landing/lenses/056700.json index 5ff79ec41374e027007a6b9744fb08162a37a156..0da114664dffceb685f97a7ab19d96fd69188942 100644 --- a/landing/lenses/056700.json +++ b/landing/lenses/056700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/056730.json b/landing/lenses/056730.json index e3de41a226771b866b53c437fe547ba320d9ed75..26c049863715bdf7bd48c0e5e4b9d24250a6111e 100644 --- a/landing/lenses/056730.json +++ b/landing/lenses/056730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057030.json b/landing/lenses/057030.json index 619672e9192700e4d9e55453411f905e5ff28374..1ce6582119af4c83f8fcf2eeb2976bb93e7e2252 100644 --- a/landing/lenses/057030.json +++ b/landing/lenses/057030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057050.json b/landing/lenses/057050.json index a4a54d7a7f8df71dac8795a0b0bcd923d149e4aa..84b5351ff74faf78f41e58ac038045198d391baf 100644 --- a/landing/lenses/057050.json +++ b/landing/lenses/057050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-06-25", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-06-25", "period": "2025", "status": "derived", @@ -1145,7 +1145,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-06-25", "period": "2025", "status": "observed", @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057540.json b/landing/lenses/057540.json index 10558317d872f9b70d6752fc36b57564d7b831be..f4858eab683450c1fe1b0137a9f1c1c497979cf8 100644 --- a/landing/lenses/057540.json +++ b/landing/lenses/057540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-22", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,7 +1117,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-22", "period": "2025", "status": "derived", @@ -1139,7 +1139,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-22", "period": "2025", "status": "observed", @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057680.json b/landing/lenses/057680.json index 452918c37110b7d3e261096b99ca08e6672badad..7d3ac7cbd96ee8e2fb1698703a3f11592c4d637e 100644 --- a/landing/lenses/057680.json +++ b/landing/lenses/057680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.17%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057880.json b/landing/lenses/057880.json index a58799bf27cd74c250792998a96887474870914c..c98ae2efc87ffee55ad1cc66e0721e69e63a949b 100644 --- a/landing/lenses/057880.json +++ b/landing/lenses/057880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -162,7 +162,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -217,7 +217,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -272,7 +272,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -537,6 +537,226 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "057880", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": "2024", + "retrievedAt": "2026-10-18" + }, + "period": "2024", + "knowledgeBoundary": "2026-10-18" + }, + "status": "blocked", + "conclusion": { + "label": "등급 산출 불가", + "summary": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 4/4, 핵심지표 6/11)." + }, + "confidence": { + "level": "blocked", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 31.65, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 6.33, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 45.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 4.5, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 95.0, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 23.75, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 90.0, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 9.0, + "sourceRef": "axes.재무신뢰성" + } + ], + "claims": [], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/057880/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 95.00, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/057880/axes/자본구조", + "status": "derived", + "detail": "위험점수 31.65, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/057880/axes/유동성", + "status": "derived", + "detail": "위험점수 69.98, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/057880/axes/현금흐름", + "status": "derived", + "detail": "위험점수 70.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/057880/axes/사업안정성", + "status": "derived", + "detail": "위험점수 45.00, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/057880/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 90.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + }, + { + "id": "credit.calibration", + "status": "blocked", + "reason": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 4/4, 핵심지표 6/11).", + "sourceRef": "blockedReason" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": null, + "score": null, + "assumptions": {} + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory" + ], + "gradeHistory": [ + { + "period": "2025", + "score": 85.0, + "grade": "C", + "pdEstimate": 40.0 + }, + { + "period": "2024", + "score": 80.6, + "grade": "CC", + "pdEstimate": 25.0 + }, + { + "period": "2023", + "score": 72.01, + "grade": "CCC", + "pdEstimate": 15.0 + }, + { + "period": "2022", + "score": 86.7, + "grade": "C", + "pdEstimate": 40.0 + }, + { + "period": "2021", + "score": 36.5, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2020", + "score": 53.96, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2019", + "score": 64.83, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2018", + "score": 49.19, + "grade": "B+", + "pdEstimate": 4.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": null, + "pdEstimate": null, + "notchAdjustment": null, + "divergenceExplanation": [] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -547,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -669,10 +889,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-21", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -708,7 +928,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -728,7 +948,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-21", "period": "2024", "status": "derived", @@ -749,7 +969,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-21", "period": "2024", "status": "observed", @@ -839,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -858,10 +1078,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -885,10 +1105,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -903,10 +1123,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -917,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -941,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -957,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1139,7 +1359,7 @@ }, "statusCounts": { "partial": 3, - "blocked": 1 + "blocked": 2 }, "gaps": [ { @@ -1150,9 +1370,18 @@ "engine": "analysis" }, { - "engine": "credit", + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" + }, + { + "id": "credit.calibration", "status": "blocked", - "reason": "RuntimeError: 데이터 다운로드 실패 (057880, 정기보고서 데이터): HTTP Error 404: Not Found\n\n • 인터넷 연결을 확인하세요\n • 해당 종목이 dartlab 데이터셋에 포함되어 있는지 확인하세요\n → DART: 한국 상장기업 ~2,700개 / EDGAR: 미국 상장기업 ~970개\n • DART API " + "reason": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 4/4, 핵심지표 6/11).", + "sourceRef": "blockedReason", + "engine": "credit" }, { "id": "industry.position", diff --git a/landing/lenses/058110.json b/landing/lenses/058110.json index 1d4f93b86518c44d765e5dcdc19cc20d65ccd015..3c1d5692c1828e7684b678f4c43efc1b8a2c6017 100644 --- a/landing/lenses/058110.json +++ b/landing/lenses/058110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058400.json b/landing/lenses/058400.json index 768177972e0b67a54e75a8019635e4f556afbbbc..10b30572a75b49c932969bf11389c5599c30f295 100644 --- a/landing/lenses/058400.json +++ b/landing/lenses/058400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058430.json b/landing/lenses/058430.json index 7b14f6fa1e53accbbd2622d815e2c51ab7761bfd..a59bb5114b3226c30788f880fabfcdb49dcd4712 100644 --- a/landing/lenses/058430.json +++ b/landing/lenses/058430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 11.14, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 13.47, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 11.14, + "grade": "dCR-A", + "score": 13.47, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 11.54, + "grade": "dCR-A", + "score": 13.88, "assumptions": { "scenarioStress": "moderate" } @@ -906,9 +906,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058450.json b/landing/lenses/058450.json index 5548f032660099f26b272ac2afcf9191c8c4c744..2bdcd04f2668fff4f973323e523b2338db10b314 100644 --- a/landing/lenses/058450.json +++ b/landing/lenses/058450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-07", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-07", "period": "2025", "status": "derived", @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-07", "period": "2025", "status": "observed", @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058470.json b/landing/lenses/058470.json index 4ac7a64f2db397c697c3256aa51dab8429745713..a82e6e9841505b3da32608598f164810ffb84ffa 100644 --- a/landing/lenses/058470.json +++ b/landing/lenses/058470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,10 +1247,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058530.json b/landing/lenses/058530.json index 389c8bd9be0e82d27af93b5cca16558bd0d5fb80..9395b145094b78024d698cc9ab79feb354ff4c73 100644 --- a/landing/lenses/058530.json +++ b/landing/lenses/058530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058610.json b/landing/lenses/058610.json index 4227a215cb5bd2413bbc1f27add60895e6b651da..924a0fc16113a2f2efc7c44cedb4b90fbcec5e14 100644 --- a/landing/lenses/058610.json +++ b/landing/lenses/058610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 11.51, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 14.12, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 11.51, + "grade": "dCR-A", + "score": 14.12, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 12.38, + "grade": "dCR-A", + "score": 15.12, "assumptions": { "scenarioStress": "moderate" } @@ -905,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058630.json b/landing/lenses/058630.json index 1fd96a19331e50ca215abd33f43afb4c7b7ec47b..975d537cf618a6c2c68bf3ab009c655bcf0e593f 100644 --- a/landing/lenses/058630.json +++ b/landing/lenses/058630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058650.json b/landing/lenses/058650.json index 0b060608de9297bcc9a782de0854f79447f16a2e..0d8385a193732b1932f9a4c91849f55f8c63d6af 100644 --- a/landing/lenses/058650.json +++ b/landing/lenses/058650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058730.json b/landing/lenses/058730.json index ecc9193cd8b19852293d2f77c21764f6a0d7bb1a..d380687474fc4f5e646911791974bd9e7f04d27d 100644 --- a/landing/lenses/058730.json +++ b/landing/lenses/058730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 에너지 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,49 +850,49 @@ "gradeHistory": [ { "period": "2026", - "score": 31.43, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 26.3, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2025", - "score": 45.21, + "score": 43.39, "grade": "BB-", "pdEstimate": 2.5 }, { "period": "2024", - "score": 38.56, - "grade": "BB", - "pdEstimate": 1.5 + "score": 36.59, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2023", - "score": 16.08, - "grade": "A-", - "pdEstimate": 0.08 + "score": 12.29, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2022", - "score": 29.06, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 23.57, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2021", - "score": 54.02, + "score": 52.17, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2020", - "score": 59.7, + "score": 55.08, "grade": "B", "pdEstimate": 7.0 }, { "period": "2019", - "score": 36.13, + "score": 33.13, "grade": "BB+", "pdEstimate": 0.75 } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058820.json b/landing/lenses/058820.json index 33ab8d0b0d25461e27f900a3519c14659bfd6cf1..dcd1b49b83acc3efc2a7f8820a8c50235bd0353b 100644 --- a/landing/lenses/058820.json +++ b/landing/lenses/058820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 16.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 16.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-30", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-30", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-30", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058850.json b/landing/lenses/058850.json index a8667bbbaf048a58de684a4a46bc94737adedd83..cda40151d7734536bde949b1ed3149137fc912da 100644 --- a/landing/lenses/058850.json +++ b/landing/lenses/058850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b70875a45d89", + "target": "058850", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.399 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/058860.json b/landing/lenses/058860.json index 70725f2c19a11cf169494fabf5211fc1f3f87aaa..7ad113ef748f4d3e4945ded3d31e27ce9457d424 100644 --- a/landing/lenses/058860.json +++ b/landing/lenses/058860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,10 +1116,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058970.json b/landing/lenses/058970.json index 32c4b8b64132d6f99e7a0cf233cc345e5e68a23b..6bb79fe57194e5af26372b62bd7d8013846ded19 100644 --- a/landing/lenses/058970.json +++ b/landing/lenses/058970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1000,19 +1000,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,17 +1079,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1158,7 +1158,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1167,7 +1167,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059090.json b/landing/lenses/059090.json index 80a8b113e0cbebf7d9e0bf4c6e550a112cd5f24f..777eb57190e6c39c6c0d777532c248061b50c6e1 100644 --- a/landing/lenses/059090.json +++ b/landing/lenses/059090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059100.json b/landing/lenses/059100.json index 9b73656d0199b1ab952d38101bdb86c34b79a20f..c461c8960fbe70c11c393a81da2fd36255ff4ac5 100644 --- a/landing/lenses/059100.json +++ b/landing/lenses/059100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059120.json b/landing/lenses/059120.json index 0e802972f916d778040a76d3dbea5ee3a1610915..16aa7764ba30fd86a449db900c5461ad392b3ce0 100644 --- a/landing/lenses/059120.json +++ b/landing/lenses/059120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,10 +1114,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059180.json b/landing/lenses/059180.json index 62d39f13f93f98358fab7c6f165018e970395b62..bafd77d94a2ffa04c0bb7784fcf1b562a4316c1a 100644 --- a/landing/lenses/059180.json +++ b/landing/lenses/059180.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059210.json b/landing/lenses/059210.json index 268507aac2283a00eeb564e1fd525024ccee763d..25c7e5cb7e30a44a17767643b0c1e0e835ce162b 100644 --- a/landing/lenses/059210.json +++ b/landing/lenses/059210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059270.json b/landing/lenses/059270.json index 240a8693902f5205e723d2dd0f05d913e5201ecc..84263fcc037eb85942bd926f26c5409a0230798b 100644 --- a/landing/lenses/059270.json +++ b/landing/lenses/059270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -939,7 +939,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +983,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -992,7 +992,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1079,10 +1079,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1102,7 +1102,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060000.json b/landing/lenses/060000.json index 13bd2134a89d71ead0bf13748615f5f3dfc0faca..a9b5cc27849e3c67d0ecbc1599ea5077f864bf03 100644 --- a/landing/lenses/060000.json +++ b/landing/lenses/060000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060150.json b/landing/lenses/060150.json index 28175dd34421653532c88ab883fa779d973cbd37..125d7823f0e2c7664873445799d097d5bf3dbccf 100644 --- a/landing/lenses/060150.json +++ b/landing/lenses/060150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060230.json b/landing/lenses/060230.json index 0c6e03b70dba926d3d85832b48daaa9d2bfb6710..9a149c868ef56d5994d86ebd029f89b667ef9096 100644 --- a/landing/lenses/060230.json +++ b/landing/lenses/060230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060240.json b/landing/lenses/060240.json index b15e17ad9026dfbe71e5d89f0a33040516f30e3c..4e8ee806b4c348f4ff4a79e1aace246ac0ca1af5 100644 --- a/landing/lenses/060240.json +++ b/landing/lenses/060240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-07-23", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-07-23", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-07-23", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060250.json b/landing/lenses/060250.json index 3ab380040a04dcf5fe5fa998c946c1775bc4bcc3..7779fcdc185c72b1443176bee3a4786e593440dd 100644 --- a/landing/lenses/060250.json +++ b/landing/lenses/060250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1378,7 +1378,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1400,7 +1400,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1418,8 +1418,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/060260.json b/landing/lenses/060260.json index a22b8081a17f3f76f9b956ce7e14eb3c4e14b462..b56dbe47942f4839708703cf29a7b9cbf5692bcd 100644 --- a/landing/lenses/060260.json +++ b/landing/lenses/060260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 33.83, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 30.51, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 33.83, + "grade": "dCR-BBB", + "score": 30.51, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 35.34, + "grade": "dCR-BBB", + "score": 31.79, "assumptions": { "scenarioStress": "moderate" } @@ -905,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -915,7 +915,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.93%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060280.json b/landing/lenses/060280.json index 75109d51693961309bb400d39b014d2e53c02c30..256f4d4dd8ba07cdd5b48d8846f787e4c7c44441 100644 --- a/landing/lenses/060280.json +++ b/landing/lenses/060280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060300.json b/landing/lenses/060300.json index 9ae0681ccbbb21989c6dccbe72a5d5c52000ffc8..231b38ebcda6f4e641ca9bd7eae7e81e0513defe 100644 --- a/landing/lenses/060300.json +++ b/landing/lenses/060300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -50,10 +50,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -163,7 +163,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2021", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -214,7 +214,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -265,7 +265,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2021", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -316,7 +316,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2021", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2021", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -898,14 +898,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1020,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1154,10 +1154,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1172,10 +1172,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060310.json b/landing/lenses/060310.json index 6bd30a433e1c60dc73e62cd051448695aab3f65e..54ec7b227059a5f8e37134cfd28dcf6819d20655 100644 --- a/landing/lenses/060310.json +++ b/landing/lenses/060310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060370.json b/landing/lenses/060370.json index b347166f68ef16a8416b236e2e095d686f4c9a6f..1e68fb1b742e37dcb5858b016fe4387824c37e52 100644 --- a/landing/lenses/060370.json +++ b/landing/lenses/060370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -992,8 +992,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1005,8 +1005,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1023,10 +1023,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1132,10 +1132,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,10 +1159,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1177,10 +1177,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060380.json b/landing/lenses/060380.json index 7cf7578b33818291b310fee9cf2b7e4cad394e04..ea9201810765b78ad42e959c9bac28e96ea4a273 100644 --- a/landing/lenses/060380.json +++ b/landing/lenses/060380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060480.json b/landing/lenses/060480.json index 8f8cfe09b7e70714dbfc4dad8a39262095a40d27..b6db1659587c32a92b7bf30b30d0e435eb50f4e3 100644 --- a/landing/lenses/060480.json +++ b/landing/lenses/060480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060540.json b/landing/lenses/060540.json index 6602308245e223c3c783291cf3b74093b7143ecd..2d102fc509dbc8fa422034f74e761f747ca5263f 100644 --- a/landing/lenses/060540.json +++ b/landing/lenses/060540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060560.json b/landing/lenses/060560.json index f897e457062c9931fbb5d446738861abe1cb863e..dd020a8377a1faed9ed39dae923c5b4428d682dc 100644 --- a/landing/lenses/060560.json +++ b/landing/lenses/060560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 15.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 14.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1460,12 +1460,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0872bef7f194", + "target": "060560", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/060570.json b/landing/lenses/060570.json index 6a2e21df0902fa5aa179ffa2894f1ead63be3eed..b9b1793acdcc98f888f58df72b7a55460902ca95 100644 --- a/landing/lenses/060570.json +++ b/landing/lenses/060570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060590.json b/landing/lenses/060590.json index 33205f12a0b760c6c6cfe1310f838805cfa7e393..e15e5deffec7992a51208fe706201d3ce412ccab 100644 --- a/landing/lenses/060590.json +++ b/landing/lenses/060590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/060720.json b/landing/lenses/060720.json index 5d3fd445d3e6810b856e0ac39921c5e4a89923ce..418fc397ffa9c9652f5c041293dba1a1f189f221 100644 --- a/landing/lenses/060720.json +++ b/landing/lenses/060720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 16.02, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 17.44, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 16.02, + "score": 17.44, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 16.85, + "score": 18.41, "assumptions": { "scenarioStress": "moderate" } @@ -914,7 +914,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060850.json b/landing/lenses/060850.json index bbc8fe36d0cb92c85c72827ff59dbbca3d874372..7bb053790e6b2d8de9694bd4880801101216287a 100644 --- a/landing/lenses/060850.json +++ b/landing/lenses/060850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "현금흐름 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060900.json b/landing/lenses/060900.json index 774c0d1f7b9cb0a6e434da942b7c7c5578055c3b..1b8a6f0356501767151c1e0f19b5c5b499874e02 100644 --- a/landing/lenses/060900.json +++ b/landing/lenses/060900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -845,7 +845,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 13.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 13.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1053,8 +1053,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1075,8 +1075,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1167,10 +1167,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1186,10 +1186,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,10 +1204,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060910.json b/landing/lenses/060910.json index 4e89d3aa200876b33982beefa9f01af574421341..cf124ce2a53219ecaad0586e2c482133d32eae0d 100644 --- a/landing/lenses/060910.json +++ b/landing/lenses/060910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,14 +812,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -934,10 +934,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1022,10 +1022,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1068,10 +1068,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1086,10 +1086,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060980.json b/landing/lenses/060980.json index 7040fd21a8a0f4d2c86e4489cac654fdf324789a..aa8b3e92bb5e22d84bb4d814e5ce282a490dca1b 100644 --- a/landing/lenses/060980.json +++ b/landing/lenses/060980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -899,10 +899,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1023,7 +1023,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1079,10 +1079,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,10 +1098,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061040.json b/landing/lenses/061040.json index c48c45ead94626fa1da7b5d06f504532d2fbb857..26a4989c38a94b638b387fc70e23b49311c80006 100644 --- a/landing/lenses/061040.json +++ b/landing/lenses/061040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061090.json b/landing/lenses/061090.json index f8361e0c6f0f2e1fe12fb8af4846749449d3e8b8..d0b3be750f5b3145de5e3897337744431b0cdfd3 100644 --- a/landing/lenses/061090.json +++ b/landing/lenses/061090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -701,7 +701,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061250.json b/landing/lenses/061250.json index e4077ee4bbe347673b86f422ca72f06c0378d05a..9b9168561f3fd36387b030134fa0c73cb04cfee5 100644 --- a/landing/lenses/061250.json +++ b/landing/lenses/061250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061970.json b/landing/lenses/061970.json index 3f488ad4535bdd72e211adc8541b15e1120af383..d5aa227c0ab5f702dc5f266c16e54c201db8a56c 100644 --- a/landing/lenses/061970.json +++ b/landing/lenses/061970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 45.18, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 48.87, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 45.18, + "grade": "dCR-BB-", + "score": 48.87, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 46.18, + "grade": "dCR-BB-", + "score": 49.82, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -917,6 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 10.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1091,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1554,88 +1555,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4fd98194436c", - "target": "061970", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.719 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/062040.json b/landing/lenses/062040.json index 0f72057be8ddae6cb212062b6ddb17f5e69b9b2c..3e81fd31d9eae8dca41beb94563dc285cd318b59 100644 --- a/landing/lenses/062040.json +++ b/landing/lenses/062040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -300,18 +300,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-AA+", - "summary": "dCR 위험점수 4.47, 전망 부정적, 유효 축 가중치 75.0%입니다." + "label": "dCR-AA", + "summary": "dCR 위험점수 5.47, 전망 부정적, 유효 축 가중치 75.0%입니다." }, "confidence": { "level": "medium", @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -493,15 +493,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA+", - "score": 4.47, + "grade": "dCR-AA", + "score": 5.47, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA+", - "score": 4.48, + "grade": "dCR-AA", + "score": 5.48, "assumptions": { "scenarioStress": "moderate" } @@ -548,7 +548,7 @@ "weightCoverage": 75.0 }, "eCR": "eCR-1", - "pdEstimate": 0.01, + "pdEstimate": 0.02, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -565,14 +565,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -692,10 +692,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -711,8 +711,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -724,8 +724,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -742,10 +742,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -755,7 +755,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -764,7 +764,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -832,10 +832,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -851,10 +851,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -874,7 +874,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/062860.json b/landing/lenses/062860.json index a68b8080bbca17a7bc144398a5b0bdd5262497f2..acd8a58b1c35c43a44e31a279d845e9637d64554 100644 --- a/landing/lenses/062860.json +++ b/landing/lenses/062860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1123,10 +1123,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1142,10 +1142,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,10 +1169,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1187,10 +1187,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/062970.json b/landing/lenses/062970.json index 44bbda09fbd6aee4a502911c05ded05a7159e244..e58f3c569fa72544d5b3caaf22e7d2df6ec95d4f 100644 --- a/landing/lenses/062970.json +++ b/landing/lenses/062970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -523,18 +523,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 44.28, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 48.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,15 +718,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 44.28, + "grade": "dCR-B+", + "score": 48.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 45.24, + "grade": "dCR-B+", + "score": 48.93, "assumptions": { "scenarioStress": "moderate" } @@ -803,11 +803,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 10.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -949,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,8 +969,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -981,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -999,10 +1000,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1013,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1021,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1089,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1108,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1131,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063080.json b/landing/lenses/063080.json index 838274b37f13f10511e96a9f53e409236eb97551..c865366a8498e3618f40c8d440891f3521e70eda 100644 --- a/landing/lenses/063080.json +++ b/landing/lenses/063080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063160.json b/landing/lenses/063160.json index 0e84260ee20825340f21c117e63e18f83fd18c38..f4160c8cc792ff54e89d0badfa430eb799ece7cc 100644 --- a/landing/lenses/063160.json +++ b/landing/lenses/063160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 20.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 20.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063170.json b/landing/lenses/063170.json index 769e09b6a8ac982a87c652526ae4ce143c8145f5..103037da474648afa384444a93ce9884ba6eed24 100644 --- a/landing/lenses/063170.json +++ b/landing/lenses/063170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -960,19 +960,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -993,8 +993,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,17 +1039,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1118,7 +1118,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1127,7 +1127,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1186,10 +1186,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1204,10 +1204,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063440.json b/landing/lenses/063440.json index fc7fe50bc26301e1a1c4890651a94109cf28d4da..05baa7c0fa9d60109e4035dd66d3c69aca6c0a94 100644 --- a/landing/lenses/063440.json +++ b/landing/lenses/063440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063570.json b/landing/lenses/063570.json index 273d31da4ff849b5320c6ea1e9020e97eaba8585..ce095a06f4a3b8b1370b04544f7a6ebd5800b4c2 100644 --- a/landing/lenses/063570.json +++ b/landing/lenses/063570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -537,13 +537,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -756,14 +756,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -883,19 +883,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -916,8 +916,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -929,7 +929,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -949,8 +949,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -962,17 +962,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -982,7 +982,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1041,7 +1041,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1050,7 +1050,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,12 +1307,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2051a0ea36ea", + "target": "063570", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.717 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/063760.json b/landing/lenses/063760.json index cfa6aa433f21ba4e6a8fd26f697bc600127613cc..9a70bfe3109807a1189192ec7c78e4937fc91835 100644 --- a/landing/lenses/063760.json +++ b/landing/lenses/063760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/064090.json b/landing/lenses/064090.json index 73375c29825113902d3d242cd56ca016f177ea0e..7a5e56724ace3a455a5130d5436b846f386124e9 100644 --- a/landing/lenses/064090.json +++ b/landing/lenses/064090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-02-06", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-02-06", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-02-06", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064240.json b/landing/lenses/064240.json index 11ffe69eae125abcc03c83dc97579c75ecd1d46b..6fab010fbd7487383651350a29c98a75567176af 100644 --- a/landing/lenses/064240.json +++ b/landing/lenses/064240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,10 +1066,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064260.json b/landing/lenses/064260.json index 393358efbe04cf25919aacdc9a266961167cec00..dbfadb614129f8a8eaf3ab5aa2b3c8c2c1f25a78 100644 --- a/landing/lenses/064260.json +++ b/landing/lenses/064260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 21.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 22.46%). 최근 주가 하락이 반영된 결과", "D/EBITDA 99.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064290.json b/landing/lenses/064290.json index 779fc9a131cdd4b63a555a30d04dd0757d32317d..9ac652899cc1fcfe0611000f007fd661a9327f77 100644 --- a/landing/lenses/064290.json +++ b/landing/lenses/064290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 41.21, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 35.77, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -663,11 +663,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 74.15, + "value": 49.99, "unit": "riskScore", "direction": "negative", - "weight": 25, - "contribution": 18.54, + "weight": 30, + "contribution": 15.0, "sourceRef": "axes.채무상환능력" }, { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 에너지 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/064290/axes/채무상환능력", "status": "derived", - "detail": "위험점수 74.15, 가중치 25%" + "detail": "위험점수 49.99, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/064290/axes/자본구조", "status": "derived", - "detail": "위험점수 31.54, 가중치 20%" + "detail": "위험점수 26.25, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 41.21, + "grade": "dCR-BB+", + "score": 35.77, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 42.37, + "grade": "dCR-BB+", + "score": 36.64, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -857,51 +852,51 @@ "gradeHistory": [ { "period": "2026", - "score": 27.61, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 21.46, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2025", - "score": 53.41, + "score": 48.8, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2024", - "score": 49.71, - "grade": "B+", - "pdEstimate": 4.0 + "score": 46.0, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2023", - "score": 40.45, - "grade": "BB", - "pdEstimate": 1.5 + "score": 36.92, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2022", - "score": 15.4, + "score": 13.74, "grade": "A", "pdEstimate": 0.06 }, { "period": "2021", - "score": 23.65, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 21.88, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2020", - "score": 29.69, + "score": 27.69, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2019", - "score": 14.83, - "grade": "A", - "pdEstimate": 0.06 + "score": 11.37, + "grade": "A+", + "pdEstimate": 0.04 } ], "coverage": { @@ -912,10 +907,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 74점으로 등급 하방 압력", + "채무상환능력 축이 50점으로 등급 하방 압력", "D/EBITDA 10.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064350.json b/landing/lenses/064350.json index 1c927ed8343b53fe03bf0ce50454bda37c1f10cf..3751471eaed69eff0a26548fd3834d73fa80d153 100644 --- a/landing/lenses/064350.json +++ b/landing/lenses/064350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064400.json b/landing/lenses/064400.json index aadb87d032366e00bb170ac198510444324cb97f..c3fc14b208fd90acb5f253ffaa44b1f92f090136 100644 --- a/landing/lenses/064400.json +++ b/landing/lenses/064400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1365,7 +1365,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1387,7 +1387,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1405,8 +1405,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/064480.json b/landing/lenses/064480.json index 3e512069f5c12f2c4d3d19f80e36bc4399ca7843..155b4af6cfa2c54c7521a754a955737ee38145fc 100644 --- a/landing/lenses/064480.json +++ b/landing/lenses/064480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064510.json b/landing/lenses/064510.json index 5bab0fdcb4c0bc1b1d85118c8e8f6c3bace9f4e3..1f623a8c9debacef26bc901be54d587f72b7f41b 100644 --- a/landing/lenses/064510.json +++ b/landing/lenses/064510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064520.json b/landing/lenses/064520.json index 86353aa604751149b586a51d1fec2609d11edf92..e90dd4b151e42f4ce7b4b58db92121b4a1e4c058 100644 --- a/landing/lenses/064520.json +++ b/landing/lenses/064520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064550.json b/landing/lenses/064550.json index 2a656708ac5c700e09d0916ea075cfd7ba20e6a7..bb9732aad8b30ebbb85903609fa3cb398094a47a 100644 --- a/landing/lenses/064550.json +++ b/landing/lenses/064550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 6.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 7.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064760.json b/landing/lenses/064760.json index 3d7093c7136bd4b67bb588d21dd619c67fcb11b9..8bd7b35094f2ad4dede8463c08a782b09109af27 100644 --- a/landing/lenses/064760.json +++ b/landing/lenses/064760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064800.json b/landing/lenses/064800.json index fa926810126fb436810a4cdb781d9186bc6a9c00..8e47ef2259e75b65881252f221ac8df8c15e311c 100644 --- a/landing/lenses/064800.json +++ b/landing/lenses/064800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1613.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1816.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064820.json b/landing/lenses/064820.json index 54e69ce8fb8ca47f42f70516f275ce4edeb637ed..13cffcb1aef440dfe979a0ebdfc75a3e78b453e9 100644 --- a/landing/lenses/064820.json +++ b/landing/lenses/064820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.95%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1611,7 +1611,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1633,7 +1633,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1651,8 +1651,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/064850.json b/landing/lenses/064850.json index c0d78d4086d2a3056e035beb61273f084d721046..a5ff7814c06cb9e34a0d639e49e745e1d2a864ac 100644 --- a/landing/lenses/064850.json +++ b/landing/lenses/064850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1065,7 +1065,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064960.json b/landing/lenses/064960.json index 4a5250d733499e5ca3d5a99c931948f0c1957ddd..b7a571afd31af21baf0790ba09c5d5f91f5fd393 100644 --- a/landing/lenses/064960.json +++ b/landing/lenses/064960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 3.72, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 4.72, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 3.72, + "score": 4.72, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA+", - "score": 4.4, + "grade": "dCR-AA", + "score": 5.4, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -924,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065060.json b/landing/lenses/065060.json index bf000a6267b630b9b60df53e01f15098a9b0696e..f7b0c2659f936bdef13570d5f1f5ee2d94b73c59 100644 --- a/landing/lenses/065060.json +++ b/landing/lenses/065060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 47.36, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 50.93, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 47.36, + "grade": "dCR-BB-", + "score": 50.93, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 47.88, + "grade": "dCR-BB-", + "score": 51.42, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -918,6 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 10.99%). 최근 주가 하락이 반영된 결과", "D/EBITDA 60.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1093,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1259,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065130.json b/landing/lenses/065130.json index 5376ff4600c547b38e00f23621755d468d92d41f..ee8e6c1d8474c9a63e31d00afbf41a4cd13c1f44 100644 --- a/landing/lenses/065130.json +++ b/landing/lenses/065130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1010,7 +1010,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1043,8 +1043,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1076,7 +1076,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1402,7 +1402,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1424,7 +1424,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1442,15 +1442,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/065150.json b/landing/lenses/065150.json index ef26d4a7218ede46ce41eaa4d191b5f7860b8c9e..544520b0755e05facbb9106781b452e526aa6eb2 100644 --- a/landing/lenses/065150.json +++ b/landing/lenses/065150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1011,8 +1011,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,10 +1064,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065170.json b/landing/lenses/065170.json index e58a175b4509b29c6482fd4dd76afa08402d8e8b..403ba9f8c5974ca74949b5f44bd61ef43dd5f092 100644 --- a/landing/lenses/065170.json +++ b/landing/lenses/065170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1499,88 +1499,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:12cbd76acba0", - "target": "065170", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.478 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065350.json b/landing/lenses/065350.json index 11edf803b19f19a1551b593613f664b055a020f7..9c29479541a5f3930d712b854d42d104cd78b655 100644 --- a/landing/lenses/065350.json +++ b/landing/lenses/065350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065370.json b/landing/lenses/065370.json index bfb5f4078ca738a05a86594fbec779b315b775d8..562626b4b81fc5dafbd71d4eed2d9d0c356dc8dd 100644 --- a/landing/lenses/065370.json +++ b/landing/lenses/065370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,7 +880,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.34%). 최근 주가 하락이 반영된 결과", "D/EBITDA 26.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1024,15 +1024,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1057,8 +1057,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1103,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1176,13 +1176,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1191,7 +1191,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1430,8 +1430,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065420.json b/landing/lenses/065420.json index 5cc5fc6527ce6f1d80accd89ad3b15beb1d35c38..e4518ef2797e5403bebd51ebfbb564886f10961d 100644 --- a/landing/lenses/065420.json +++ b/landing/lenses/065420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-08-31", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-08-31", "period": null, "status": "derived", @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-08-31", "period": null, "status": "observed", @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,10 +1145,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1163,10 +1163,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065440.json b/landing/lenses/065440.json index e103aca8a03d16d098ff78ff4340e0374e37c7f0..8f1dfa41690577e6fffe0fa8002288d0c7fbfb3a 100644 --- a/landing/lenses/065440.json +++ b/landing/lenses/065440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 6.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 8.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4e1488d46b25", - "target": "065440", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.735 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065450.json b/landing/lenses/065450.json index 1abe237f2ef6ad093b3a65767b32043c46c67b26..12b2c3293bd76439997be279e21b77a569b8e1fe 100644 --- a/landing/lenses/065450.json +++ b/landing/lenses/065450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 8.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 8.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1457,12 +1457,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:cd87e815e292", + "target": "065450", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065500.json b/landing/lenses/065500.json index 959740aed4246395b43c4937565273fc7335016d..7b56c3839cf6bb515480aa9fb7bf118f118f7053 100644 --- a/landing/lenses/065500.json +++ b/landing/lenses/065500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 27.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 29.91%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/065510.json b/landing/lenses/065510.json index c39b994f5c8a27672ebce4eb48dd21b3d9df1d23..b63a465b360f066f9757f9a879328bf8d76f026c 100644 --- a/landing/lenses/065510.json +++ b/landing/lenses/065510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,15 +1507,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/065530.json b/landing/lenses/065530.json index 593c98711269412c437a72b8286c48b65265cf4b..44bc4a6de4fa0f805d57b3965312054e69b41003 100644 --- a/landing/lenses/065530.json +++ b/landing/lenses/065530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065560.json b/landing/lenses/065560.json index 74858ba9d9b05753334925ac1811833a8d7e5376..4fdd7b47eebc747941f3eba6b7174d99b715a51c 100644 --- a/landing/lenses/065560.json +++ b/landing/lenses/065560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065570.json b/landing/lenses/065570.json index f61d468a4bd2d6c2ad4222258c7823dfb1a0c391..2560a7fe49db230f8ed7732ea48e947a70d0f78c 100644 --- a/landing/lenses/065570.json +++ b/landing/lenses/065570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065620.json b/landing/lenses/065620.json index 7a06f9da89a5921711970213e0929ec18cce8359..f6d5159411d3223e4313e9c0b257d550db1777fd 100644 --- a/landing/lenses/065620.json +++ b/landing/lenses/065620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -46,10 +46,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2021", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -146,7 +146,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2020", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -193,7 +193,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2020", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -240,7 +240,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2021", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2020", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2020", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1056,10 +1056,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1074,10 +1074,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1088,7 +1088,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065650.json b/landing/lenses/065650.json index a7bf0641b3b7584c98750319837785a35b20dbc4..eb151a4cc49a7ad32fee2c49c5d1f44b12d8852a 100644 --- a/landing/lenses/065650.json +++ b/landing/lenses/065650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 89.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 76.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1500,88 +1500,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:da87b874f71f", - "target": "065650", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065660.json b/landing/lenses/065660.json index 5e03a8ffcf9aa93cc00f0f48ad3dfe50e0aa32ef..becbaf004472de588e7929581f1ec4513d8227d4 100644 --- a/landing/lenses/065660.json +++ b/landing/lenses/065660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -996,8 +996,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1027,10 +1027,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1049,7 +1049,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065680.json b/landing/lenses/065680.json index 8639e8a35647800da7e4c4eece94f5657207414e..5ab38aeb341d2b316d94aadc4fedbdb6031cf419 100644 --- a/landing/lenses/065680.json +++ b/landing/lenses/065680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065690.json b/landing/lenses/065690.json index 0f7168118f0772cf770630cbaa546a535263b209..d4e76d0142f1766102ebeb9da45d017d01d32cf0 100644 --- a/landing/lenses/065690.json +++ b/landing/lenses/065690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,10 +1150,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065710.json b/landing/lenses/065710.json index 1a7c5506eeb1193ddf03295c3806942a6feb7d4d..dbe62318fa72f599c1c5a9c821aee298f1b56c22 100644 --- a/landing/lenses/065710.json +++ b/landing/lenses/065710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/065770.json b/landing/lenses/065770.json index a2ff1aa64eeb95e32a535289bdb633182ef0fa77..c6eee7e06b9db1db1885c09ec2ffa553de2f9760 100644 --- a/landing/lenses/065770.json +++ b/landing/lenses/065770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,10 +1055,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065950.json b/landing/lenses/065950.json index 5d929c2e325895304d11090aec964e5c02bef3c0..792111372cdb64a1d8f5649894aba32c0579f7a7 100644 --- a/landing/lenses/065950.json +++ b/landing/lenses/065950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 46.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 47.97, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 46.38, + "score": 47.97, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 47.78, + "grade": "dCR-B+", + "score": 49.16, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -925,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1454,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9003b904a5c2", - "target": "065950", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/066110.json b/landing/lenses/066110.json index 2a9386b5fe02309fd2b489ceb1c744e17171eb1b..ed5799a5b257e7d1469a907413d4895bc4c84c73 100644 --- a/landing/lenses/066110.json +++ b/landing/lenses/066110.json @@ -20,68 +20,335 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { - "latestPeriod": null, - "retrievedAt": "2026-10-12" + "latestPeriod": "2021", + "earliestPeriod": "2016", + "periods": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021" + ], + "blockPeriods": { + "representative": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021" + ] + }, + "blockLatestPeriods": { + "representative": "2021" + }, + "mixedPeriods": false, + "retrievedAt": "2026-10-18" }, - "period": null, - "knowledgeBoundary": "2026-10-12" + "period": "2021", + "knowledgeBoundary": "2026-10-18" }, - "status": "blocked", + "status": "partial", "conclusion": { - "label": "판단 보류", - "summary": "대표 판단을 만들 직접 재무 근거가 없어 결론을 차단했습니다." + "label": "재무 취약 신호", + "summary": "5개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 확인할 위험은 영업이익률, 매출 CAGR입니다. 필수 분석 영역은 3/4개가 관측됐습니다." }, "confidence": { - "level": "blocked", - "score": 0.0, + "level": "medium", + "score": 75.0, "method": "requiredDomainCoverage" }, - "drivers": [], - "claims": [], - "evidence": [], - "assumptions": [], - "gaps": [ + "drivers": [ + { + "id": "operatingMargin", + "label": "영업이익률", + "value": -185.71, + "unit": "%", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "earnings.marginTrend", + "period": "2020" + }, + { + "id": "revenueCagr", + "label": "매출 CAGR", + "value": -36.69, + "unit": "%", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "earnings.growthTrend" + }, + { + "id": "cashConversion", + "label": "OCF/순이익", + "value": -117.55, + "unit": "%", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "cash.cashQuality", + "period": "2020" + }, + { + "id": "debtRatio", + "label": "부채비율", + "value": 116.14, + "unit": "%", + "direction": "neutral", + "scoreContribution": 0, + "sourceRef": "resilience.leverageTrend", + "period": "2021" + }, + { + "id": "interestCoverage", + "label": "이자보상배율", + "value": -2.27, + "unit": "배", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "resilience.coverageTrend", + "period": "2020" + } + ], + "claims": [ + { + "id": "analysis.cashConversion", + "label": "OCF/순이익", + "comparisonKey": "cashConversion", + "basis": "companyFundamentals", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": "2021", + "earliestPeriod": "2016", + "periods": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021" + ], + "blockPeriods": { + "representative": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021" + ] + }, + "blockLatestPeriods": { + "representative": "2021" + }, + "mixedPeriods": false, + "retrievedAt": "2026-10-18" + }, + "period": "2020", + "status": "derived", + "sourceRef": "dartlab://analysis/066110/representative.blocks.cash.cashQuality", + "evidenceRefs": [ + "analysis.cash.cashQuality" + ], + "falsifierRefs": [ + "cashConversionBreak" + ], + "value": -117.55, + "unit": "%" + }, + { + "id": "analysis.operatingMargin", + "label": "영업이익률", + "comparisonKey": "profitability", + "basis": "companyFundamentals", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": "2021", + "earliestPeriod": "2016", + "periods": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021" + ], + "blockPeriods": { + "representative": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021" + ] + }, + "blockLatestPeriods": { + "representative": "2021" + }, + "mixedPeriods": false, + "retrievedAt": "2026-10-18" + }, + "period": "2020", + "status": "derived", + "sourceRef": "dartlab://analysis/066110/representative.blocks.earnings.marginTrend", + "evidenceRefs": [ + "analysis.earnings.marginTrend" + ], + "falsifierRefs": [ + "marginBreak" + ], + "value": -185.71, + "unit": "%" + }, + { + "id": "analysis.revenueCagr", + "label": "매출 CAGR", + "comparisonKey": "growth", + "basis": "companyFundamentals", + "direction": "adverse", + "horizon": "multiYear", + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": "2021", + "earliestPeriod": "2016", + "periods": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021" + ], + "blockPeriods": { + "representative": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021" + ] + }, + "blockLatestPeriods": { + "representative": "2021" + }, + "mixedPeriods": false, + "retrievedAt": "2026-10-18" + }, + "period": "2021", + "status": "derived", + "sourceRef": "dartlab://analysis/066110/representative.blocks.earnings.growthTrend", + "evidenceRefs": [ + "analysis.earnings.growthTrend" + ], + "falsifierRefs": [ + "growthBreak" + ], + "value": -36.69, + "unit": "%" + } + ], + "evidence": [ { "id": "analysis.earnings.marginTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.earnings.marginTrend" + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/066110/representative.blocks.earnings.marginTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" }, { "id": "analysis.earnings.growthTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.earnings.growthTrend" + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/066110/representative.blocks.earnings.growthTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" }, { "id": "analysis.cash.cashQuality", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.cash.cashQuality" + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/066110/representative.blocks.cash.cashQuality", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" }, { "id": "analysis.resilience.leverageTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.resilience.leverageTrend" + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/066110/representative.blocks.resilience.leverageTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" }, { "id": "analysis.resilience.coverageTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.resilience.coverageTrend" - }, + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/066110/representative.blocks.resilience.coverageTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" + } + ], + "assumptions": [], + "gaps": [ { "id": "analysis.quality.earningsQualityFlags", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", + "status": "partial", + "reason": "이익품질 하위 계산 근거 2/3개만 관측", "sourceRef": "representative.blocks.quality.earningsQualityFlags" } ], - "scenarios": [], - "falsifiers": [], + "scenarios": [ + { + "id": "marginCompression", + "label": "영업이익률이 현재보다 3%p 하락", + "currentValue": -185.71, + "unit": "%", + "driverRef": "operatingMargin", + "sourceRef": "representative.assessment.drivers.operatingMargin" + }, + { + "id": "growthReversal", + "label": "매출 CAGR이 0% 아래로 전환", + "currentValue": -36.69, + "unit": "%", + "driverRef": "revenueCagr", + "sourceRef": "representative.assessment.drivers.revenueCagr" + }, + { + "id": "coverageStress", + "label": "이자보상배율이 1배 아래로 하락", + "currentValue": -2.27, + "unit": "배", + "driverRef": "interestCoverage", + "sourceRef": "representative.assessment.drivers.interestCoverage" + } + ], + "falsifiers": [ + { + "id": "marginBreak", + "condition": "영업이익률이 현재 관측치보다 3%p 이상 하락하면 수익성 결론을 다시 평가합니다.", + "driverRef": "operatingMargin" + }, + { + "id": "growthBreak", + "condition": "매출 CAGR이 음수로 전환되면 성장 결론을 다시 평가합니다.", + "driverRef": "revenueCagr" + }, + { + "id": "cashConversionBreak", + "condition": "영업현금 전환 방향이 정상화되거나 추가 악화되면 현금 전환 결론을 다시 평가합니다.", + "driverRef": "cashConversion" + }, + { + "id": "coverageBreak", + "condition": "이자보상배율이 1배 미만이면 안정성 결론을 무효화합니다.", + "driverRef": "interestCoverage" + } + ], "payload": { "blockRefs": [ "scorecard", @@ -96,21 +363,21 @@ "resilience", "quality" ], - "observedRequiredDomains": 0, + "observedRequiredDomains": 3, "domainCoverage": { "earnings": { - "status": "missing", - "observed": 0, + "status": "observed", + "observed": 2, "expected": 2 }, "cash": { - "status": "missing", - "observed": 0, + "status": "observed", + "observed": 1, "expected": 1 }, "resilience": { - "status": "missing", - "observed": 0, + "status": "observed", + "observed": 2, "expected": 2 }, "quality": { @@ -119,67 +386,322 @@ "expected": 1 } }, - "observedComponents": 0, + "observedComponents": 5, "totalComponents": 6, "components": [ { "id": "earnings.marginTrend", "domain": "earnings", "required": true, - "status": "missing", + "status": "observed", "sourceRef": "representative.blocks.earnings.marginTrend", - "reason": "계산이 완료되지 않았습니다 (RuntimeError)." + "reason": "계산 근거를 확보했습니다." }, { "id": "earnings.growthTrend", "domain": "earnings", "required": true, - "status": "missing", + "status": "observed", "sourceRef": "representative.blocks.earnings.growthTrend", - "reason": "계산이 완료되지 않았습니다 (RuntimeError)." + "reason": "계산 근거를 확보했습니다." }, { "id": "cash.cashQuality", "domain": "cash", "required": true, - "status": "missing", + "status": "observed", "sourceRef": "representative.blocks.cash.cashQuality", - "reason": "계산이 완료되지 않았습니다 (RuntimeError)." + "reason": "계산 근거를 확보했습니다." }, { "id": "resilience.leverageTrend", "domain": "resilience", "required": true, - "status": "missing", + "status": "observed", "sourceRef": "representative.blocks.resilience.leverageTrend", - "reason": "계산이 완료되지 않았습니다 (RuntimeError)." + "reason": "계산 근거를 확보했습니다." }, { "id": "resilience.coverageTrend", "domain": "resilience", "required": true, - "status": "missing", + "status": "observed", "sourceRef": "representative.blocks.resilience.coverageTrend", - "reason": "계산이 완료되지 않았습니다 (RuntimeError)." + "reason": "계산 근거를 확보했습니다." }, { "id": "quality.earningsQualityFlags", "domain": "quality", "required": true, - "status": "missing", + "status": "partial", "sourceRef": "representative.blocks.quality.earningsQualityFlags", - "reason": "계산이 완료되지 않았습니다 (RuntimeError)." + "reason": "이익품질 하위 계산 근거 2/3개만 관측" } ] }, "assessment": { - "label": "판단 보류", - "summary": "0개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", - "score": null, - "drivers": [], + "label": "재무 취약 신호", + "summary": "5개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 확인할 위험은 영업이익률, 매출 CAGR입니다.", + "score": -4, + "drivers": [ + { + "id": "operatingMargin", + "label": "영업이익률", + "value": -185.71, + "unit": "%", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "earnings.marginTrend", + "period": "2020" + }, + { + "id": "revenueCagr", + "label": "매출 CAGR", + "value": -36.69, + "unit": "%", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "earnings.growthTrend" + }, + { + "id": "cashConversion", + "label": "OCF/순이익", + "value": -117.55, + "unit": "%", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "cash.cashQuality", + "period": "2020" + }, + { + "id": "debtRatio", + "label": "부채비율", + "value": 116.14, + "unit": "%", + "direction": "neutral", + "scoreContribution": 0, + "sourceRef": "resilience.leverageTrend", + "period": "2021" + }, + { + "id": "interestCoverage", + "label": "이자보상배율", + "value": -2.27, + "unit": "배", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "resilience.coverageTrend", + "period": "2020" + } + ], "positiveDrivers": [], - "negativeDrivers": [] + "negativeDrivers": [ + "영업이익률", + "매출 CAGR", + "OCF/순이익", + "이자보상배율" + ] + } + } + }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "066110", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": "2021", + "retrievedAt": "2026-10-18" + }, + "period": "2021", + "knowledgeBoundary": "2026-10-18" + }, + "status": "blocked", + "conclusion": { + "label": "등급 산출 불가", + "summary": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 6/10)." + }, + "confidence": { + "level": "blocked", + "score": 70.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.유동성", + "label": "유동성", + "value": 7.65, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 1.15, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 7.7, + "unit": "riskScore", + "direction": "positive", + "weight": 25, + "contribution": 1.93, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 40.66, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 4.07, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 20.79, + "unit": "riskScore", + "direction": "negative", + "weight": 20, + "contribution": 4.16, + "sourceRef": "axes.자본구조" + } + ], + "claims": [], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/066110/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 7.70, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/066110/axes/자본구조", + "status": "derived", + "detail": "위험점수 20.79, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/066110/axes/유동성", + "status": "derived", + "detail": "위험점수 7.65, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/066110/axes/사업안정성", + "status": "derived", + "detail": "위험점수 40.66, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.현금흐름", + "status": "missing", + "reason": "현금흐름 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.현금흐름" + }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + }, + { + "id": "credit.calibration", + "status": "blocked", + "reason": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 6/10).", + "sourceRef": "blockedReason" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": null, + "score": null, + "assumptions": {} + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.사업안정성" } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory" + ], + "gradeHistory": [ + { + "period": "2021", + "score": 10.15, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2020", + "score": 47.24, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2019", + "score": 48.75, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2018", + "score": 56.44, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2017", + "score": 55.99, + "grade": "B", + "pdEstimate": 7.0 + } + ], + "coverage": { + "validAxes": 4, + "totalAxes": 7, + "validWeight": 70.0, + "totalWeight": 100.0, + "weightCoverage": 70.0 + }, + "eCR": null, + "pdEstimate": null, + "notchAdjustment": null, + "divergenceExplanation": [] } }, "industry": { @@ -192,14 +714,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +836,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -402,29 +924,29 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다." }, "confidence": { "level": "medium", - "score": 60.0, + "score": 65.7, "method": "macroObservationAndCompanyEvidenceCoverage" }, "drivers": [ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +970,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +988,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +1002,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -504,7 +1026,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,8 +1042,24 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" + }, + { + "id": "macro.company.analysis.debtRatio", + "kind": "companyFinancialEvidence", + "sourceRef": "dartlab://analysis/066110/product/drivers/debtRatio", + "status": "derived", + "observedAt": null, + "detail": "부채비율" + }, + { + "id": "macro.company.analysis.interestCoverage", + "kind": "companyFinancialEvidence", + "sourceRef": "dartlab://analysis/066110/product/drivers/interestCoverage", + "status": "derived", + "observedAt": null, + "detail": "이자보상배율" } ], "assumptions": [ @@ -538,12 +1076,6 @@ "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", "sourceRef": "dartlab://industry/066110" }, - { - "id": "macro.company.financialEvidence", - "status": "missing", - "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", - "sourceRef": "dartlab://analysis/066110/product" - }, { "id": "macro.edge.fx-export-revenue.companyEvidence", "status": "partial", @@ -556,12 +1088,6 @@ "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", "sourceRef": "macro.transmission:edge:export-demand-revenue" }, - { - "id": "macro.edge.rate-debt-interest.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:rate-debt-interest" - }, { "id": "macro.edge.rate-bank-margin.companyEvidence", "status": "partial", @@ -691,62 +1217,50 @@ "regimeEvidence" ], "companyBound": true, - "companyEdgeCount": 0, + "companyEdgeCount": 1, "edgeCount": 7 } } }, "statusCounts": { - "blocked": 3, - "partial": 1 + "partial": 2, + "blocked": 3 }, "gaps": [ { - "id": "analysis.earnings.marginTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.earnings.marginTrend", - "engine": "analysis" - }, - { - "id": "analysis.earnings.growthTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.earnings.growthTrend", - "engine": "analysis" - }, - { - "id": "analysis.cash.cashQuality", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.cash.cashQuality", + "id": "analysis.quality.earningsQualityFlags", + "status": "partial", + "reason": "이익품질 하위 계산 근거 2/3개만 관측", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", "engine": "analysis" }, { - "id": "analysis.resilience.leverageTrend", + "id": "credit.axis.현금흐름", "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.resilience.leverageTrend", - "engine": "analysis" + "reason": "현금흐름 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.현금흐름", + "engine": "credit" }, { - "id": "analysis.resilience.coverageTrend", + "id": "credit.axis.재무신뢰성", "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.resilience.coverageTrend", - "engine": "analysis" + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" }, { - "id": "analysis.quality.earningsQualityFlags", + "id": "credit.axis.공시리스크", "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.quality.earningsQualityFlags", - "engine": "analysis" + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { - "engine": "credit", + "id": "credit.calibration", "status": "blocked", - "reason": "RuntimeError: 데이터 다운로드 실패 (066110, 재무 숫자 데이터): HTTP Error 404: Not Found\n\n • 인터넷 연결을 확인하세요\n • 해당 종목이 dartlab 데이터셋에 포함되어 있는지 확인하세요\n → DART: 한국 상장기업 ~2,700개 / EDGAR: 미국 상장기업 ~970개\n • DART API " + "reason": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 6/10).", + "sourceRef": "blockedReason", + "engine": "credit" }, { "id": "industry.position", @@ -839,13 +1353,6 @@ "sourceRef": "dartlab://industry/066110", "engine": "macro" }, - { - "id": "macro.company.financialEvidence", - "status": "missing", - "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", - "sourceRef": "dartlab://analysis/066110/product", - "engine": "macro" - }, { "id": "macro.edge.fx-export-revenue.companyEvidence", "status": "partial", @@ -860,13 +1367,6 @@ "sourceRef": "macro.transmission:edge:export-demand-revenue", "engine": "macro" }, - { - "id": "macro.edge.rate-debt-interest.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:rate-debt-interest", - "engine": "macro" - }, { "id": "macro.edge.rate-bank-margin.companyEvidence", "status": "partial", diff --git a/landing/lenses/066130.json b/landing/lenses/066130.json index 822b7c8ca0687961054aff971dcca2bd7d2ffcc9..0fe429ea3e9ad96ca51abff2a708b9141bf92a58 100644 --- a/landing/lenses/066130.json +++ b/landing/lenses/066130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066310.json b/landing/lenses/066310.json index 7cffdb50270d1ce36f27955d4e1cf81f79e41ab9..a2634d95d94a3d56b95f7dd117cc14dc2eb08a7c 100644 --- a/landing/lenses/066310.json +++ b/landing/lenses/066310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066360.json b/landing/lenses/066360.json index 24139dc5064ba66625718bde8c3e421da82dfda1..6a60ee208b11a8ccf4ff3987551aad6a1957a042 100644 --- a/landing/lenses/066360.json +++ b/landing/lenses/066360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066410.json b/landing/lenses/066410.json index b2dfbd63b66ae968c3e21c9dd572ef7a421c1cb0..f347d0f929b13264e0f8bd16a78005b7933620b9 100644 --- a/landing/lenses/066410.json +++ b/landing/lenses/066410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,7 +1117,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066430.json b/landing/lenses/066430.json index 4b45685c4e1b6b0a49eb48657fc06899f8bdd0fd..1b93e376cfc351ed69e104cae032acc00b58e36a 100644 --- a/landing/lenses/066430.json +++ b/landing/lenses/066430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 33.43, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.68, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 33.43, + "score": 35.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 33.76, + "score": 36.01, "assumptions": { "scenarioStress": "moderate" } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066570.json b/landing/lenses/066570.json index f6305fde0a66d4fa30f804bfbe7a67e350781a43..1d8cd52e04c6c070046d4a0485f18203bfd70a55 100644 --- a/landing/lenses/066570.json +++ b/landing/lenses/066570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "totalNotch": 4, "reasons": [ "대형기업 (매출 89조)", - "시가총액 42조 (시장 지위)" + "시가총액 36조 (시장 지위)" ], "monotonicGate": "A+" }, @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066590.json b/landing/lenses/066590.json index 3b1ef36f47814a63d3a056ef2d1a2cc9475e2371..6788cd4bd3ab57f46b6b009abcb712259f61db71 100644 --- a/landing/lenses/066590.json +++ b/landing/lenses/066590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066620.json b/landing/lenses/066620.json index 595299968a507c6920b83281312eee8b8b223eac..7918a35cee12706b5d789cd321128290828805fb 100644 --- a/landing/lenses/066620.json +++ b/landing/lenses/066620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0122835b30b5", + "target": "066620", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.991 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/066670.json b/landing/lenses/066670.json index 292ee66c0ab10f93bc18bb1ee34988765045d5a5..acc601b08c1f7f7e05a8dafc0f62b758923e1a35 100644 --- a/landing/lenses/066670.json +++ b/landing/lenses/066670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/066700.json b/landing/lenses/066700.json index 0f7f97d93c7974f2c203007e89664be436ba3c83..d115e4723736844ddff6e0f7403171a2d18e3ec4 100644 --- a/landing/lenses/066700.json +++ b/landing/lenses/066700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f6f5bd91fee9", + "target": "066700", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.362 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/066790.json b/landing/lenses/066790.json index 81b48aedc8c77200fa18da9857894d9e3e54178a..3a6616b44883859f3d6ef282c420e68b33f42548 100644 --- a/landing/lenses/066790.json +++ b/landing/lenses/066790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-08-04", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-08-04", "period": "2025", "status": "derived", @@ -1055,7 +1055,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-08-04", "period": "2025", "status": "observed", @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066900.json b/landing/lenses/066900.json index 03e85db59c1ef1e5534a4cf87eaa70078eeb3700..ef27667b38850e736ba6ed5f11e8928cb995f2ba 100644 --- a/landing/lenses/066900.json +++ b/landing/lenses/066900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 13.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 12.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066910.json b/landing/lenses/066910.json index 97728ce7d46f9c47b17c58dcbf2d53db5b00fb0d..32e676e844f42a5216548ac026809b9b9c4d3da8 100644 --- a/landing/lenses/066910.json +++ b/landing/lenses/066910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -999,7 +999,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066970.json b/landing/lenses/066970.json index bd84ada5579a901193d7864abc7eaa3c88370389..450c704c031499cda6f8c5c2b4999c0c23690a5e 100644 --- a/landing/lenses/066970.json +++ b/landing/lenses/066970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 40.64, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 42.89, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 40.64, + "grade": "dCR-BB+", + "score": 42.89, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 40.94, + "grade": "dCR-BB+", + "score": 43.19, "assumptions": { "scenarioStress": "moderate" } @@ -858,43 +858,43 @@ }, { "period": "2025", - "score": 78.69, - "grade": "CC", - "pdEstimate": 25.0 + "score": 65.82, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2024", - "score": 49.09, + "score": 49.08, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2023", - "score": 58.5, - "grade": "B", - "pdEstimate": 7.0 + "score": 52.94, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2022", - "score": 29.79, + "score": 27.56, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2021", - "score": 53.19, - "grade": "B+", - "pdEstimate": 4.0 + "score": 45.78, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2020", - "score": 48.12, + "score": 48.44, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2019", - "score": 62.55, + "score": 64.27, "grade": "B-", "pdEstimate": 10.0 } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066980.json b/landing/lenses/066980.json index 79ec092639374ac652fd422c743d6667d42d8c4b..e8f4eb9c7cee7d431261ed14cc045b77a7fbff71 100644 --- a/landing/lenses/066980.json +++ b/landing/lenses/066980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 38.46, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 40.71, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 38.46, + "score": 40.71, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 39.58, + "score": 41.83, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067000.json b/landing/lenses/067000.json index effaffca24e5992340a9cf0058d8898d2532f7e9..35cb24478f984bfeb2ad35f1a972a54509f59694 100644 --- a/landing/lenses/067000.json +++ b/landing/lenses/067000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -965,15 +965,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -998,8 +998,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,17 +1044,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1064,7 +1064,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1123,7 +1123,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1132,7 +1132,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1382,88 +1382,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:e21443028ae8", - "target": "067000", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.673 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/067010.json b/landing/lenses/067010.json index 559fd5c7f4b3125b5b45fe32ad6835f03baa11f6..4276b1410c8fbb7376b40414306e9a9e39a9791c 100644 --- a/landing/lenses/067010.json +++ b/landing/lenses/067010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,8 +1061,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067080.json b/landing/lenses/067080.json index 09672242e7b4d8c90a0568a9317944235b3064f2..9b1d26647a8bccd6a31f92df96d4631cad649fa7 100644 --- a/landing/lenses/067080.json +++ b/landing/lenses/067080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 48.55, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 52.05, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 48.55, + "score": 52.05, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 49.52, + "score": 52.96, "assumptions": { "scenarioStress": "moderate" } @@ -910,6 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 78점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 15.42%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067160.json b/landing/lenses/067160.json index cd3bbc319a511d990ed63904e95313187615f7fe..49b0311e3f63bdbaa6cf49bf728598d2a78cab9d 100644 --- a/landing/lenses/067160.json +++ b/landing/lenses/067160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067170.json b/landing/lenses/067170.json index 08e916e6fb88470dc4bae417f406ecda78baf1cf..1e5ba6cff9d80dd1c298cd2c2e599b1d04c51554 100644 --- a/landing/lenses/067170.json +++ b/landing/lenses/067170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067250.json b/landing/lenses/067250.json index ab2303bed26b5c2477290e62fbbb342ff9c2aff9..094af3e0d4bb6575a2af10df0d63a829105213fc 100644 --- a/landing/lenses/067250.json +++ b/landing/lenses/067250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,10 +1084,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1102,10 +1102,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067280.json b/landing/lenses/067280.json index 1d4b4b41c8f54c05958736fc3dace87d6dbf924e..78de1ebf3d2c3e60c5d2dae881003a62ae8b90b6 100644 --- a/landing/lenses/067280.json +++ b/landing/lenses/067280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/067290.json b/landing/lenses/067290.json index f41ce9bd2de7211a9e4b7bebf954eb716b185b85..dd53c1da2588a49da0d98a16865a2974a265ebad 100644 --- a/landing/lenses/067290.json +++ b/landing/lenses/067290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1451,12 +1451,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f54e2293a588", + "target": "067290", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.391 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/067310.json b/landing/lenses/067310.json index 46d1ad5a92091889f8182440c46446819eee1728..e7618e9a1f3c2b08fd1f2cbb756b42a9ce6c964b 100644 --- a/landing/lenses/067310.json +++ b/landing/lenses/067310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.90, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 33.41, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 31.9, + "grade": "dCR-BB+", + "score": 33.41, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 33.52, + "score": 34.79, "assumptions": { "scenarioStress": "moderate" } @@ -837,11 +837,6 @@ "id": "weakAxisDeterioration", "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.자본구조" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -909,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 41점으로 등급 하방 압력", @@ -927,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1216,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1253,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1275,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067370.json b/landing/lenses/067370.json index 81820c41d8bae5cffd5a92f810792f868c6c5edd..63c434b12a0e84ef1d5fb94afa611b694bdd9e39 100644 --- a/landing/lenses/067370.json +++ b/landing/lenses/067370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -308,18 +308,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 32.21, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 29.96, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -502,15 +502,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 32.21, + "grade": "dCR-BBB", + "score": 29.96, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 32.86, + "grade": "dCR-BBB", + "score": 30.61, "assumptions": { "scenarioStress": "moderate" } @@ -569,7 +569,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-2", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -579,7 +579,6 @@ "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -594,14 +593,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -721,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -740,8 +739,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -753,8 +752,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -771,10 +770,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -784,7 +783,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -793,7 +792,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -861,10 +860,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -880,10 +879,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,10 +897,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -916,10 +915,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -930,7 +929,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -946,7 +945,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -962,7 +961,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067390.json b/landing/lenses/067390.json index 45a6b5c5e009fba732f645d5261ef30618e4c8a8..9137b48e93d9f509e1daa77081ca797bb44e37f6 100644 --- a/landing/lenses/067390.json +++ b/landing/lenses/067390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ada83c96e0fd", + "target": "067390", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.698 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/067570.json b/landing/lenses/067570.json index 2ece17ac77dc8a85ba9b754332207ad517e76f67..3d8bfcb7be841be1be1a84ab1ac17361be70ce88 100644 --- a/landing/lenses/067570.json +++ b/landing/lenses/067570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067630.json b/landing/lenses/067630.json index a7f329f61234a6f7f0230a76f16c078b19956333..bfb49430218de426e8447407b9f0b4b69464071c 100644 --- a/landing/lenses/067630.json +++ b/landing/lenses/067630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,18 +547,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 41.44, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 45.35, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,15 +742,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 41.44, + "grade": "dCR-BB-", + "score": 45.35, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 41.78, + "grade": "dCR-BB-", + "score": 45.67, "assumptions": { "scenarioStress": "moderate" } @@ -833,11 +833,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 11.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -979,19 +980,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1012,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1025,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1059,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1103,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1137,7 +1138,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1146,7 +1147,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1159,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1178,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1381,12 +1382,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d8cbc9f18352", + "target": "067630", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/067730.json b/landing/lenses/067730.json index 4c6ba8c4a34c7aa01ab93ffcb5adaad5965baafd..d2b7c87e27e3c59791b9b5b9fb11de481f581b3f 100644 --- a/landing/lenses/067730.json +++ b/landing/lenses/067730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,10 +1246,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067770.json b/landing/lenses/067770.json index ed54326009fda86776290d9a354739cae782c878..a47271365b40087e29481a621d3ad30ed1a7ca5d 100644 --- a/landing/lenses/067770.json +++ b/landing/lenses/067770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,7 +1126,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", @@ -1148,7 +1148,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067830.json b/landing/lenses/067830.json index 3e0958edc617f33677d3ce1635c1faefe3ef419e..cf891fadb135923f562375b5c9ce6ad80ccd03e6 100644 --- a/landing/lenses/067830.json +++ b/landing/lenses/067830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067900.json b/landing/lenses/067900.json index fb37283cad0d2ef29a02918a23838354d7550a89..be92b772effdfb51e96690c81d42bf685cda9d2d 100644 --- a/landing/lenses/067900.json +++ b/landing/lenses/067900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067920.json b/landing/lenses/067920.json index 8e4fb2a7e95f84160db6757d12a22527ccb7264d..c13a201242a55b0276bb9a3dd4fc057c06458cc0 100644 --- a/landing/lenses/067920.json +++ b/landing/lenses/067920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067990.json b/landing/lenses/067990.json index 2d40c1ba5cde550595840de658a9907c1a4d857e..d3b60db2b92bd75a68c4586e4abe6ed59a93d144 100644 --- a/landing/lenses/067990.json +++ b/landing/lenses/067990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068050.json b/landing/lenses/068050.json index e44a200ceb8d806b4743accb65f094521c8d2a03..f11b0b17aaa49ca726d706c5c9ded54a2119d38f 100644 --- a/landing/lenses/068050.json +++ b/landing/lenses/068050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 13.98%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068060.json b/landing/lenses/068060.json index 8dc34ed7beb80b3a91b5bef82493b94b90b09417..f1e68878a5311751ba28b38b74103f2ab95b0af9 100644 --- a/landing/lenses/068060.json +++ b/landing/lenses/068060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068100.json b/landing/lenses/068100.json index 52a9b1dfbe0f3a41c4dda4afb2718a22a4717abd..2f7a8ffcaaee0de96687b3612867ae3d73d31cb9 100644 --- a/landing/lenses/068100.json +++ b/landing/lenses/068100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1331,7 +1331,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1349,8 +1349,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/068240.json b/landing/lenses/068240.json index b701b838d1e85399f6d3d17c4e24f3dca3152987..faa6d9e56fa99470b1dbd9e9d684f3bc20fd59e5 100644 --- a/landing/lenses/068240.json +++ b/landing/lenses/068240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 54.63, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 53.83, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/068240/axes/채무상환능력", "status": "derived", - "detail": "위험점수 62.85, 가중치 25%" + "detail": "위험점수 61.07, 가중치 25%" }, { "id": "credit.axis.자본구조", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 54.63, + "score": 53.83, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 54.63, + "score": 53.83, "assumptions": { "scenarioStress": "moderate" } @@ -857,45 +857,45 @@ }, { "period": "2025", - "score": 68.39, + "score": 67.05, "grade": "B-", "pdEstimate": 10.0 }, { "period": "2024", - "score": 62.56, - "grade": "B-", - "pdEstimate": 10.0 - }, - { - "period": "2023", - "score": 57.53, + "score": 61.35, "grade": "B", "pdEstimate": 7.0 }, { - "period": "2022", - "score": 53.32, + "period": "2023", + "score": 50.25, "grade": "B+", "pdEstimate": 4.0 }, + { + "period": "2022", + "score": 55.49, + "grade": "B", + "pdEstimate": 7.0 + }, { "period": "2021", - "score": 62.25, - "grade": "B-", - "pdEstimate": 10.0 + "score": 53.07, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2020", - "score": 42.83, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 34.76, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2019", - "score": 48.97, - "grade": "B+", - "pdEstimate": 4.0 + "score": 40.13, + "grade": "BB", + "pdEstimate": 1.5 } ], "coverage": { @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-16", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-16", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068270.json b/landing/lenses/068270.json index 572e84471ff707d51aa499591e255dfbe81de07c..8ac506a38dd15666bb3967fbe583ff03e92259ea 100644 --- a/landing/lenses/068270.json +++ b/landing/lenses/068270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b558c6586f1f", - "target": "068270", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/068290.json b/landing/lenses/068290.json index 03f3ba7c37d2f2dc6c06c8c4347f18ae5e7ef191..0b4f43d01a75a4cf75525a00b9b2b015b0635308 100644 --- a/landing/lenses/068290.json +++ b/landing/lenses/068290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -997,7 +997,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1041,7 +1041,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068330.json b/landing/lenses/068330.json index 70c650c6e27583b5d316c235a8283e64b53bbacb..c3b592575419355bbe4945130d8931fe4fab0b62 100644 --- a/landing/lenses/068330.json +++ b/landing/lenses/068330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068400.json b/landing/lenses/068400.json index e3d3ddb2f81e59dc27a3915863efd0db5241a5d5..e865c8074b1dc2c0064c058d2c3894a87cb70ef5 100644 --- a/landing/lenses/068400.json +++ b/landing/lenses/068400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068420.json b/landing/lenses/068420.json index 9cd8308ed0bea4f6df3e7508f51855b5a32d6353..7464cb253c685cd0f0baa0e6053c0af50ad7ea68 100644 --- a/landing/lenses/068420.json +++ b/landing/lenses/068420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2026", @@ -36,10 +36,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -353,10 +353,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -441,10 +441,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -460,10 +460,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -487,10 +487,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -505,10 +505,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -519,7 +519,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -543,7 +543,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -559,7 +559,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068760.json b/landing/lenses/068760.json index c114af126ff7a77aec1a62980b08dbf525da577f..6b75000c9ebbe8bf4ba323ceab41b4ac976f8905 100644 --- a/landing/lenses/068760.json +++ b/landing/lenses/068760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068790.json b/landing/lenses/068790.json index 3f5217877b8ae5d1a2c27b62f4956c8f4f6304a0..96656e936ddfbfe9baa09533cea532654e5838b1 100644 --- a/landing/lenses/068790.json +++ b/landing/lenses/068790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,15 +1062,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1214,13 +1214,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1464,12 +1464,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:da5bf7f2951a", + "target": "068790", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/068930.json b/landing/lenses/068930.json index 25981c317f72c39c29095cd09f493e19a9655e40..2bd54638edf300c19d7a502779d21a1823e744ea 100644 --- a/landing/lenses/068930.json +++ b/landing/lenses/068930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068940.json b/landing/lenses/068940.json index 130d96468795ae2b62635b5412fcb1255b8bead8..189ac9970f9a096531124d63cafd7054a69bb129 100644 --- a/landing/lenses/068940.json +++ b/landing/lenses/068940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1259,10 +1259,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069080.json b/landing/lenses/069080.json index 7e337d6596c091d865fffea2b8da19b8643a7d5f..5c5bbf8d4e85b398848a55de24605ae2603aa589 100644 --- a/landing/lenses/069080.json +++ b/landing/lenses/069080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/069110.json b/landing/lenses/069110.json index 7890f2fa55b886dc471b9dbb7d0e2c024cd13bc8..9c57996df1cedce96cbc05a510750fcc722f9355 100644 --- a/landing/lenses/069110.json +++ b/landing/lenses/069110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2023", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069140.json b/landing/lenses/069140.json index 764bca966788114c0dfbe07993c0feaa75b9d953..bf70904be8523cacde5c9eed178f5fc475de9b05 100644 --- a/landing/lenses/069140.json +++ b/landing/lenses/069140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 9.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 8.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069260.json b/landing/lenses/069260.json index dadf61ae43e3f3eda0ac4c6aaee04bf456688824..140e908cff5827488e269128f0316d23e6a1cf2c 100644 --- a/landing/lenses/069260.json +++ b/landing/lenses/069260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069330.json b/landing/lenses/069330.json index e6e65bd7d16c5cb92c1a9fe334dae9d367916566..e0cb686d557c6f85b4ca61d92969445bbc8e3a0f 100644 --- a/landing/lenses/069330.json +++ b/landing/lenses/069330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069410.json b/landing/lenses/069410.json index c75b1f67dd20b3e118edea01bca3a2a0386c72e5..9b6ade2005d7b2caa8356c932d02a644bfb5273e 100644 --- a/landing/lenses/069410.json +++ b/landing/lenses/069410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1457,88 +1457,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:028b1452b186", - "target": "069410", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.272 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/069460.json b/landing/lenses/069460.json index e0d307715505dffa92dd85b85016ebcce25bfcd6..39c16c75793d56f394a7f436a0d88ac507f6c05c 100644 --- a/landing/lenses/069460.json +++ b/landing/lenses/069460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,7 +926,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 43.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 43.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-05-22", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-05-22", "period": null, "status": "derived", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-05-22", "period": null, "status": "observed", @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069510.json b/landing/lenses/069510.json index 1d1ca247bf3fa960a21ae47aa7bd2767f12693cd..523703976f58a5e4c16e82a82ba984f95ef30af5 100644 --- a/landing/lenses/069510.json +++ b/landing/lenses/069510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069540.json b/landing/lenses/069540.json index 9e5ef19f90f916bf00832d4d32634f16cd7067b0..3cd254ed648535a0201b6c0f8496a03f5d3acdc2 100644 --- a/landing/lenses/069540.json +++ b/landing/lenses/069540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069620.json b/landing/lenses/069620.json index 8903aadae73dbe791a64a50f7812ec4ac6272cf0..2152656ce8d02062b65aefe9dacc1d113bfd4416 100644 --- a/landing/lenses/069620.json +++ b/landing/lenses/069620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -628,18 +628,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 17.91, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 19.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,15 +823,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 17.91, + "grade": "dCR-A-", + "score": 19.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 19.14, + "score": 21.11, "assumptions": { "scenarioStress": "moderate" } @@ -847,11 +847,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -919,7 +914,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -928,7 +923,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -943,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1070,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1098,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1116,7 +1111,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1136,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1158,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1194,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1250,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1269,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1480,7 +1475,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1502,7 +1497,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1520,15 +1515,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/069640.json b/landing/lenses/069640.json index c21f696d063d2184749cfa6e7b8433ff8534519d..d281952a57c187a7657860f6f14ed73f30ef2d1a 100644 --- a/landing/lenses/069640.json +++ b/landing/lenses/069640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069730.json b/landing/lenses/069730.json index 13ddaf23071096b9563745d0c3e83b001c3c2e72..29d3761ff43275e794855e6c5877fa198f6a93f2 100644 --- a/landing/lenses/069730.json +++ b/landing/lenses/069730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069920.json b/landing/lenses/069920.json index ee435c7ab198506a30d057684b43d03e4838aba6..9a67c3c7fb2d22d98c8d4409893830ee5e7791ab 100644 --- a/landing/lenses/069920.json +++ b/landing/lenses/069920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 186.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 191.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069960.json b/landing/lenses/069960.json index 757e2b5e12d4baee43de4539891a3474993e3071..9e6e11ed870041ddbe086f57793dd1d58c108b57 100644 --- a/landing/lenses/069960.json +++ b/landing/lenses/069960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070080.json b/landing/lenses/070080.json index d5164cebba30922aadf14874a10890946942fbc0..0a49c6a2304c8025866dc690f1d111f9ccb317e0 100644 --- a/landing/lenses/070080.json +++ b/landing/lenses/070080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1088,10 +1088,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1106,10 +1106,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070300.json b/landing/lenses/070300.json index ba38cf828e9238cc3ed21ef489478fb29976a00d..1d1f7d4f18b8270928fdbdde72c9249e96f39e46 100644 --- a/landing/lenses/070300.json +++ b/landing/lenses/070300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 42.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070590.json b/landing/lenses/070590.json index 52c511371183bf9dd7d5323e139f999245e7954e..12bab6577552665980a6dd1228274fde344c698b 100644 --- a/landing/lenses/070590.json +++ b/landing/lenses/070590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070960.json b/landing/lenses/070960.json index ef8e663d91135d6869fbc9832c77b1769b3c6728..5b4acc63d54abc39a6f4761abfefcd9fda7b390f 100644 --- a/landing/lenses/070960.json +++ b/landing/lenses/070960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -616,13 +616,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071050.json b/landing/lenses/071050.json index fd392999574dd35894286f888ca6f4ede5aae586..a5ea8b85119b7e15b2c1a5fbf845fef1427b00df 100644 --- a/landing/lenses/071050.json +++ b/landing/lenses/071050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071090.json b/landing/lenses/071090.json index 30b59e1b4589002e9482cc5e1801d5363fa431a7..0f7faf26b77e74e0867c0b67b0f2c5f63b8b1f6e 100644 --- a/landing/lenses/071090.json +++ b/landing/lenses/071090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 42.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 44.27, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 42.02, + "score": 44.27, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 42.54, + "score": 44.71, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1561,7 +1561,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1583,7 +1583,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1601,8 +1601,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/071200.json b/landing/lenses/071200.json index cecfbdb4e1da8c31c3e71f91e25ac70aded9d4ae..6a1e52cacba6c1da9376ec42cdf110a56ef2e51c 100644 --- a/landing/lenses/071200.json +++ b/landing/lenses/071200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071280.json b/landing/lenses/071280.json index dbd17332ebd192d11a96eb1a25c6506d7c665137..32a25fbef77d0cf299650d99bce6aa9911887edf 100644 --- a/landing/lenses/071280.json +++ b/landing/lenses/071280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071320.json b/landing/lenses/071320.json index e637beb90e5117b4a58e2486c37b5620313c1e6c..c70935edde339c636492cab06998c5141f9eb235 100644 --- a/landing/lenses/071320.json +++ b/landing/lenses/071320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071460.json b/landing/lenses/071460.json index d167664fa2887fa93115ebed75a0d20b17dd5420..7ea33f681ec51fe19ad281b34279d96a54861ae1 100644 --- a/landing/lenses/071460.json +++ b/landing/lenses/071460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071670.json b/landing/lenses/071670.json index 01ccb9bd0c6926226308b762178b31980964d20f..70cab678d098e39d2be7e1da763c035d3ed02628 100644 --- a/landing/lenses/071670.json +++ b/landing/lenses/071670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 16.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 20.05%). 최근 주가 하락이 반영된 결과", "D/EBITDA 175.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1457,88 +1457,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b777d6069f9e", - "target": "071670", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.678 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/071840.json b/landing/lenses/071840.json index 72164d02d0261d3227189c35b62d628ef4c0e91d..df87afce2612f81961c707e907392e96016a43d5 100644 --- a/landing/lenses/071840.json +++ b/landing/lenses/071840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071850.json b/landing/lenses/071850.json index 39fd2707f9dfb38fb62129b333e86429c8393bcd..23a6d278d8d89ee18486d658d60ff061afab7ae1 100644 --- a/landing/lenses/071850.json +++ b/landing/lenses/071850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1471,7 +1471,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1493,7 +1493,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1511,8 +1511,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/071950.json b/landing/lenses/071950.json index dfc1c7cfe864d0a20b4a7d22673a82f47846f07e..b6ae3b91d4d339fb56a36cfd4e5b08b4a84265cc 100644 --- a/landing/lenses/071950.json +++ b/landing/lenses/071950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "유동성 축이 81점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 212.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 184.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071970.json b/landing/lenses/071970.json index 0225548724ecfc2aa092d5511c4e1ef4ed86eb9e..dee8e353c60ced56dd0dbfc34ebda26c81d9cbfa 100644 --- a/landing/lenses/071970.json +++ b/landing/lenses/071970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1561,7 +1561,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1583,7 +1583,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1601,8 +1601,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/072020.json b/landing/lenses/072020.json index 16ee2e5b0fe88e69eaf56b9b46726a4e79317f43..e692f9922aee64465a54b17f945b2cb649117ee6 100644 --- a/landing/lenses/072020.json +++ b/landing/lenses/072020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072130.json b/landing/lenses/072130.json index bf6ca88d0ce731f395c56fdba6e9189f601f2f94..c8c288f1b1761b27d5c80ff6bf33f0caaeaf9f39 100644 --- a/landing/lenses/072130.json +++ b/landing/lenses/072130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072470.json b/landing/lenses/072470.json index 4f60e15eeff028b342a04603ac7aafd810bb6c76..8afeb8e18210200b53e0a469ddfdbdc422760015 100644 --- a/landing/lenses/072470.json +++ b/landing/lenses/072470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ }, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.97%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1474,7 +1474,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1496,7 +1496,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1514,15 +1514,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/072710.json b/landing/lenses/072710.json index 3faabe9b575e0da84f13b0cee0d0a75f357c2803..eb077e651095e7017e5bfcd70652d4b82149f31d 100644 --- a/landing/lenses/072710.json +++ b/landing/lenses/072710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072770.json b/landing/lenses/072770.json index dd66ebd69d7e262cc35248087cc9dfd81d64ad77..04bfcda95f26df034bfffe9bd76aac0b4eca5d96 100644 --- a/landing/lenses/072770.json +++ b/landing/lenses/072770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 78.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 63.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", @@ -1133,7 +1133,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072870.json b/landing/lenses/072870.json index 31dc7b9ea77fd3e3c82e65bf0cdcbc325f459e33..2cc90dc273c0c59be454b6546560a9579dad0bcf 100644 --- a/landing/lenses/072870.json +++ b/landing/lenses/072870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072950.json b/landing/lenses/072950.json index ea7e03204320f702546e6585c0c38ac23c3c47de..b3f3f475073015c430e4616d0686623542544805 100644 --- a/landing/lenses/072950.json +++ b/landing/lenses/072950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072990.json b/landing/lenses/072990.json index 813e26c759daa0996a82ae261b748239c6c62dd0..4c7ac5a174d17deb1e70df206cbd2672ead95df3 100644 --- a/landing/lenses/072990.json +++ b/landing/lenses/072990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073010.json b/landing/lenses/073010.json index e4e629a2cab7e49001487d32963ca918aa39e841..ee3fab6b47b7a5a8cbc8239a96fe6be535c8f260 100644 --- a/landing/lenses/073010.json +++ b/landing/lenses/073010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,7 +925,7 @@ "divergenceExplanation": [ "현금흐름 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 6.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 6.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073070.json b/landing/lenses/073070.json index 969d4fa7b213c9f691e5961b591b9850fd93a31a..c3c5eed99b32a8155b40d847a7750154edcead35 100644 --- a/landing/lenses/073070.json +++ b/landing/lenses/073070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -46,10 +46,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2021", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -155,7 +155,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2020", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -202,7 +202,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2021", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -249,7 +249,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2020", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -296,7 +296,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2021", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2020", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2020", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -868,14 +868,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1097,10 +1097,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,10 +1124,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1142,10 +1142,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073110.json b/landing/lenses/073110.json index 2ac063dd3f0d5f0d05b8f56083691cb6b961efaf..e93f734cfc0e7ff049f42d10bf3fe12705db4a5d 100644 --- a/landing/lenses/073110.json +++ b/landing/lenses/073110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1596,88 +1596,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:812066fbdbc6", - "target": "073110", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.305 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/073190.json b/landing/lenses/073190.json index ecd1bc7496016973cd42daeb4658fed9b20c6bb8..68ea0e40424ee359d6eda4e06adafca0b480539c 100644 --- a/landing/lenses/073190.json +++ b/landing/lenses/073190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-08-19", "period": "2022", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-08-19", "period": "2022", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-08-19", "period": "2022", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073240.json b/landing/lenses/073240.json index c035c201e87217cb49f79ed98401a73c1f601be1..d109b8b7c08c3105fd3aa540cbe61ed6b05c5b51 100644 --- a/landing/lenses/073240.json +++ b/landing/lenses/073240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 16.17, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 18.80, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 16.17, + "score": 18.8, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 17.95, + "grade": "dCR-BBB+", + "score": 20.7, "assumptions": { "scenarioStress": "moderate" } @@ -838,6 +838,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -909,6 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1507,7 +1513,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1529,7 +1535,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1547,15 +1553,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/073490.json b/landing/lenses/073490.json index 6a397ef8f739735298c6ad77b366f24ecd3ee349..5fd834a8cdd824c1fd48355ebc52432d2baf2510 100644 --- a/landing/lenses/073490.json +++ b/landing/lenses/073490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1457,88 +1457,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0f61f581bfd6", - "target": "073490", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/073540.json b/landing/lenses/073540.json index 43de3c1c5b28ba586e34ea075444a43ba4cccc5c..50d000e23a7b374bd5684c4b93f888ad146f70dd 100644 --- a/landing/lenses/073540.json +++ b/landing/lenses/073540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,18 +547,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 30.27, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,14 +743,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 28.02, + "score": 30.27, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 28.38, + "score": 30.63, "assumptions": { "scenarioStress": "moderate" } @@ -838,6 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -979,19 +980,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1012,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1059,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1131,13 +1132,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1146,7 +1147,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1159,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1178,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073560.json b/landing/lenses/073560.json index 4508936f7f0972b92cacc440d0a7f1a7f1f08c80..bb5840a50551d369dc36555620a19edd81fe9658 100644 --- a/landing/lenses/073560.json +++ b/landing/lenses/073560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073570.json b/landing/lenses/073570.json index 9bdfc10ad982611e86a9f40f3c0d5cea14d0fc9f..f989e79f183bd4638d4a645ea3cd7b9a43579d6e 100644 --- a/landing/lenses/073570.json +++ b/landing/lenses/073570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -889,10 +889,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -908,7 +908,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -921,8 +921,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -941,8 +941,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -952,7 +952,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -961,7 +961,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1075,10 +1075,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1093,10 +1093,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1107,7 +1107,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073640.json b/landing/lenses/073640.json index 703b9ab4ea20287da228feec76327b27c98f6ffc..49d451c1fd3c1f13e28754f59e85b1d5bdc921f7 100644 --- a/landing/lenses/073640.json +++ b/landing/lenses/073640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/074430.json b/landing/lenses/074430.json index a8c4bedadcd3d43e3c6a7bc1af92ecc425505994..e38239f6044395a1d1d40500964a1a9b0967e924 100644 --- a/landing/lenses/074430.json +++ b/landing/lenses/074430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/074600.json b/landing/lenses/074600.json index 106c001ee5a5794d52a2a5bed841112685538abd..c82d7a9505ed3a1db563ca92be29e9385b6f5aba 100644 --- a/landing/lenses/074600.json +++ b/landing/lenses/074600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1457,88 +1457,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ef62c6df1930", - "target": "074600", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/074610.json b/landing/lenses/074610.json index 10580ef6dbb0cd51ef815f85913fe9f8a83aae38..67b8c06efbeb0d112bc115b0cfcda240957934f6 100644 --- a/landing/lenses/074610.json +++ b/landing/lenses/074610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025-12-29", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025-12-29", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1388,7 +1388,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1410,7 +1410,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1428,7 +1428,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", diff --git a/landing/lenses/075130.json b/landing/lenses/075130.json index a4b864c137bc8acb88c1238a585a050cc289bf8a..e7f603b700637b7fae6e860e1790ca3fa060853f 100644 --- a/landing/lenses/075130.json +++ b/landing/lenses/075130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b74e4b62f4c1", + "target": "075130", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.564 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/075180.json b/landing/lenses/075180.json index 42ef209f1860459669352f0d7d6b9dceec55c268..979fb8b86cfa7c8128b2b48ec7759144b05da795 100644 --- a/landing/lenses/075180.json +++ b/landing/lenses/075180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/075580.json b/landing/lenses/075580.json index 027a1c16bfb265d363c833ddea6f53a5f702c764..4bb6cd9da3dee6dd0671406f609a9cfaddb7b701 100644 --- a/landing/lenses/075580.json +++ b/landing/lenses/075580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,7 +1603,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1625,7 +1625,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1643,8 +1643,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/075970.json b/landing/lenses/075970.json index 9e0409eec7694911e27e17dc40239335c911dce1..110719b80558ed7ecdeb8d2adbcf017c43f53175 100644 --- a/landing/lenses/075970.json +++ b/landing/lenses/075970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/076080.json b/landing/lenses/076080.json index 242e4732877b0d8eee0650bcd0999a2e94087ac4..39db50beafc46cf7b4379a23a4598f153cc7c573 100644 --- a/landing/lenses/076080.json +++ b/landing/lenses/076080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/076610.json b/landing/lenses/076610.json index 05b669255b275ba4eb7317e5b60bab20f551cb0d..12d7708d5921cdc15120044de513cbc2086a63b5 100644 --- a/landing/lenses/076610.json +++ b/landing/lenses/076610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/077360.json b/landing/lenses/077360.json index e13b341b2198dcd40a7d5b02ac84efee72c9951a..e367d769dae3e13b3264cb6ebc0fc08ed1237cc9 100644 --- a/landing/lenses/077360.json +++ b/landing/lenses/077360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 37.18, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 37.90, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 37.18, + "score": 37.9, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 37.76, + "score": 38.4, "assumptions": { "scenarioStress": "moderate" } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1557,88 +1557,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:600dcf23d700", - "target": "077360", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/077500.json b/landing/lenses/077500.json index dcdd14c59f4dbe65bf8d97b2ce4f949648e17917..7a0f7f386eb1e76910485fa44b8885c1520ad210 100644 --- a/landing/lenses/077500.json +++ b/landing/lenses/077500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/077970.json b/landing/lenses/077970.json index 60db26b97a7e13df0cca4149464a1f962fc2e442..d855bf97938b135db0f550077a8d8ca4a3653fbc 100644 --- a/landing/lenses/077970.json +++ b/landing/lenses/077970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,7 +1603,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1625,7 +1625,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1643,8 +1643,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/078000.json b/landing/lenses/078000.json index 3d50789b65e6a85b18a7c35ba66dab94d640a451..60a37497354c844aa495b64956b5326af32d36f1 100644 --- a/landing/lenses/078000.json +++ b/landing/lenses/078000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078020.json b/landing/lenses/078020.json index 9e984e33e79bee3596ec199e71f210af451057b9..3a524f671e6702aa6c12670d01b894429ef82847 100644 --- a/landing/lenses/078020.json +++ b/landing/lenses/078020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -986,7 +986,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1052,7 +1052,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1077,7 +1077,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,10 +1179,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1197,10 +1197,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078070.json b/landing/lenses/078070.json index 5f1e7f43d7fc7885db68d1ccd37091d4c71e492d..648f1e7380eab5f9ef45a84310e57987a6d510dc 100644 --- a/landing/lenses/078070.json +++ b/landing/lenses/078070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,10 +989,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078130.json b/landing/lenses/078130.json index 6e9794f1e824e290ba699988407654b51a9385dd..39be10969c25ad02b5755adda59f7d3a5b8fd9e7 100644 --- a/landing/lenses/078130.json +++ b/landing/lenses/078130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 24.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 23.75, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -661,16 +661,6 @@ "contribution": 0.0, "sourceRef": "axes.재무신뢰성" }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 47.5, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 11.88, - "sourceRef": "axes.채무상환능력" - }, { "id": "axis.현금흐름", "label": "현금흐름", @@ -680,6 +670,16 @@ "weight": 15, "contribution": 5.96, "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 36.5, + "unit": "riskScore", + "direction": "negative", + "weight": 30, + "contribution": 10.95, + "sourceRef": "axes.채무상환능력" } ], "claims": [ @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 소재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/078130/axes/채무상환능력", "status": "derived", - "detail": "위험점수 47.50, 가중치 25%" + "detail": "위험점수 36.50, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/078130/axes/자본구조", "status": "derived", - "detail": "위험점수 0.39, 가중치 20%" + "detail": "위험점수 0.39, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 24.25, + "score": 23.75, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 24.26, + "score": 23.75, "assumptions": { "scenarioStress": "moderate" } @@ -839,8 +839,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" } ], "payload": { @@ -916,7 +916,7 @@ ] }, "divergenceExplanation": [ - "채무상환능력 축이 48점으로 등급 하방 압력", + "현금흐름 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c049c93a33c6", + "target": "078130", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/078140.json b/landing/lenses/078140.json index 5efc435ed746094762156d0d8ba76a865869a848..c4ab687d0bb8d2a96b7e0101efdb84343405ad54 100644 --- a/landing/lenses/078140.json +++ b/landing/lenses/078140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078150.json b/landing/lenses/078150.json index f1ecdb7b91c8409f76b363199b5add16971120ba..c1ed1c1acda3ac7bd31cba243ffb441c2ea311c3 100644 --- a/landing/lenses/078150.json +++ b/landing/lenses/078150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078160.json b/landing/lenses/078160.json index a3753d67595c158ad4083efbae5175537ed1b23a..5b56c37cf1e169689b75128fc764ea9eb8e3ef25 100644 --- a/landing/lenses/078160.json +++ b/landing/lenses/078160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -978,15 +978,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1011,8 +1011,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,17 +1057,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1136,7 +1136,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1145,7 +1145,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1410,88 +1410,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:553527b073e5", - "target": "078160", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/078340.json b/landing/lenses/078340.json index deab4682f3feeeaf4d556454d59f560b52b6d8ed..90f8088cd5d69d3644db2910db7ea1c83fcde931 100644 --- a/landing/lenses/078340.json +++ b/landing/lenses/078340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078350.json b/landing/lenses/078350.json index 0842c3bf9897b02222e8124f9f501dfe21e83bf0..9d8bc8c79becc660f55b16773bd8021481e588a2 100644 --- a/landing/lenses/078350.json +++ b/landing/lenses/078350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078520.json b/landing/lenses/078520.json index b3d0701b1fbe3d4a0282abf1f94dd3d4de2bb075..fb9ffd6a2be281969793e87111cf10a815e95fca 100644 --- a/landing/lenses/078520.json +++ b/landing/lenses/078520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078590.json b/landing/lenses/078590.json index 91b65a2939db2d2e593c4ae23760ef6987d3305c..4eeaf1316c063d66f2cf506ce32ac65aba8fd499 100644 --- a/landing/lenses/078590.json +++ b/landing/lenses/078590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -919,7 +919,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 28.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1256,10 +1256,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078600.json b/landing/lenses/078600.json index 386c1abcbeacca1fefaa52ff879e9aa87783b41c..65653f939470417d5ea911a2201773edae7c939a 100644 --- a/landing/lenses/078600.json +++ b/landing/lenses/078600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078860.json b/landing/lenses/078860.json index fb660dd4b333f7147d7d7fac0923e42b34a284e1..9fee5b2ec68ddd487b0006bd9be46b6aad2b4132 100644 --- a/landing/lenses/078860.json +++ b/landing/lenses/078860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078890.json b/landing/lenses/078890.json index fce4e5e9231dd5c67190809d01ade7e2356d7222..83a4862d1f95f4a55a65d88cdaf38d2eb672c9a0 100644 --- a/landing/lenses/078890.json +++ b/landing/lenses/078890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 50.37, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 51.36, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 50.37, + "score": 51.36, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 51.63, + "score": 52.44, "assumptions": { "scenarioStress": "moderate" } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078930.json b/landing/lenses/078930.json index 09d9742e63fd95d42547d20975c249021ef29dd4..c40e4b92ff71813ffaf30fb9b8f1ca0041e41270 100644 --- a/landing/lenses/078930.json +++ b/landing/lenses/078930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,11 +907,10 @@ "eCR": "eCR-4", "pdEstimate": 0.04, "notchAdjustment": { - "totalNotch": 4, + "totalNotch": 3, "reasons": [ "중대형기업 (매출 25조)", - "캡티브금융 별도 D/EBITDA 0.0x (양호)", - "시가총액 10조" + "캡티브금융 별도 D/EBITDA 0.0x (양호)" ], "monotonicGate": "A+" }, @@ -931,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1323,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079000.json b/landing/lenses/079000.json index 6024632ae3ab93bf6584bf6e3b839e3497aab881..1807db0bc2f0d7688563d2d44f093154d61065c9 100644 --- a/landing/lenses/079000.json +++ b/landing/lenses/079000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -909,10 +909,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -928,8 +928,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -941,8 +941,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -959,10 +959,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -972,7 +972,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -981,7 +981,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1095,10 +1095,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1113,10 +1113,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079160.json b/landing/lenses/079160.json index 2bbb26ae3a060ce497a75eb0def69f2dc12bc2c6..9efc9f7a4c03210cbfbb0973f18ae61fde24172f 100644 --- a/landing/lenses/079160.json +++ b/landing/lenses/079160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079170.json b/landing/lenses/079170.json index d43a175dd7b6f439fdff1ffdaf73540605902425..b993122627a08080f6dfd8c8d1839c037c17c1a6 100644 --- a/landing/lenses/079170.json +++ b/landing/lenses/079170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079190.json b/landing/lenses/079190.json index 11ae8903ac400c27052af039923f9b006a7a63f6..73da77a4df264ac21fb671ce7711a7d43fa6582c 100644 --- a/landing/lenses/079190.json +++ b/landing/lenses/079190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079370.json b/landing/lenses/079370.json index 24e4264a45d9ef5c0c60f089c7791fda54a3344a..0ee047f111bbef982c3bf8f7b29c78fe6a132059 100644 --- a/landing/lenses/079370.json +++ b/landing/lenses/079370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.04, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 28.58, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.04, + "grade": "dCR-BBB-", + "score": 28.58, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 26.72, + "grade": "dCR-BBB-", + "score": 29.38, "assumptions": { "scenarioStress": "moderate" } @@ -907,11 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.03%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:52e413b988ae", - "target": "079370", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.461 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/079430.json b/landing/lenses/079430.json index d2a10f6b3f4a42e988f853dd718a64996556c1be..8221a7d706be609db9335a50062d3d669210850a 100644 --- a/landing/lenses/079430.json +++ b/landing/lenses/079430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079550.json b/landing/lenses/079550.json index 4fe5d71ce69ce586646afd1287a1e68d71270d1d..1bbc87c533b5a0e78fccb3f5e2c3e8e9f9b8eec1 100644 --- a/landing/lenses/079550.json +++ b/landing/lenses/079550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/079650.json b/landing/lenses/079650.json index 349e7586b884e44b2b831bd62669beee3fce6a8e..2ae7ebc53d6d97d11d40a5b5f854bf7741c726f1 100644 --- a/landing/lenses/079650.json +++ b/landing/lenses/079650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,15 +968,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1378,12 +1378,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e01605d062c6", + "target": "079650", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.617 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/079810.json b/landing/lenses/079810.json index 9876c089c4effe49c2494851a6338d942046d8dd..e35cd123bce097dbeffd8f7aa7d09487bfbdf92c 100644 --- a/landing/lenses/079810.json +++ b/landing/lenses/079810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079900.json b/landing/lenses/079900.json index 49e320e10f3a8c36bed16093ecf98edd42879ffd..6b06a773067e86ed28243a90752307f24239b714 100644 --- a/landing/lenses/079900.json +++ b/landing/lenses/079900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -700,19 +700,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -733,8 +733,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -779,17 +779,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -799,7 +799,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -858,7 +858,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -867,7 +867,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -899,10 +899,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079940.json b/landing/lenses/079940.json index 2baae099c1de1e63c4aa9edc393fe367ffff4370..e959aaea40ac1d2024e3866c9b0237194ad334f8 100644 --- a/landing/lenses/079940.json +++ b/landing/lenses/079940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2bb3d4f1bea2", - "target": "079940", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.385 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/079950.json b/landing/lenses/079950.json index 839d7525b2a1313ecb9981e8b4421e5c61cf934d..09907dc3a08df17fef48d0d38dc87980504a7550 100644 --- a/landing/lenses/079950.json +++ b/landing/lenses/079950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 47.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079960.json b/landing/lenses/079960.json index 9ba417e62de7d227f80f14d40ecc9244c6c7d1ae..a7c3726b032fddba8bf7f033b4dc25f956a189ab 100644 --- a/landing/lenses/079960.json +++ b/landing/lenses/079960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,12 +719,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 산업재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/079970.json b/landing/lenses/079970.json index d7700ff8835a8e25dde26b1c393ce6847806d57f..bbeced26632c87817e3b136a4b1a4937e6bc1191 100644 --- a/landing/lenses/079970.json +++ b/landing/lenses/079970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079980.json b/landing/lenses/079980.json index f0426e54559ad39d70dd6ae224dd98a2692b1aa6..b6e0b6d7296920e3505a1d7e379aef37d726e82c 100644 --- a/landing/lenses/079980.json +++ b/landing/lenses/079980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 13.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 15.66%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/080010.json b/landing/lenses/080010.json index 49f7606cfa35ace11f48217f13dc2d8486b7f0c9..e88279aba12cab20a28783db52b690f74e68302d 100644 --- a/landing/lenses/080010.json +++ b/landing/lenses/080010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1668,7 +1668,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1690,7 +1690,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1708,15 +1708,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/080160.json b/landing/lenses/080160.json index 5d306b13ffbd6fc5e616895f312f01f58d57b154..2452c37d85192e9b8440ba49ad198f41c589b14b 100644 --- a/landing/lenses/080160.json +++ b/landing/lenses/080160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 4.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 4.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1351,7 +1351,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080220.json b/landing/lenses/080220.json index d9703ec0ac6566126181cf9c08dc9da03962eb22..f7e151a07ab12673faa6d0ef44d9458716a6735d 100644 --- a/landing/lenses/080220.json +++ b/landing/lenses/080220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,15 +1060,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1212,13 +1212,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1556,12 +1556,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:12495e8981f5", + "target": "080220", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/080420.json b/landing/lenses/080420.json index 5f94d6aa75d2e9f789d8285ebe70f4ac647d6d22..e522133450af6e3c6d2e726893fae92f8fbb59c9 100644 --- a/landing/lenses/080420.json +++ b/landing/lenses/080420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080470.json b/landing/lenses/080470.json index 0b17c47f6889387faeea25af1d4589639966b536..1b47426b7a8f16a311141a1e07a131e4568411dc 100644 --- a/landing/lenses/080470.json +++ b/landing/lenses/080470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/080520.json b/landing/lenses/080520.json index 437216395c8a9188d1434b93f40b48c9835d27a8..917f97240870be415243b02a1ef604fdb30aaeac 100644 --- a/landing/lenses/080520.json +++ b/landing/lenses/080520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080530.json b/landing/lenses/080530.json index a411abb3d2c88d732b79222de7d15570e0ef8bbe..f07291ca2e63b1975777c86bf756f8d7a973049b 100644 --- a/landing/lenses/080530.json +++ b/landing/lenses/080530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1470,7 +1470,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1492,7 +1492,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1510,15 +1510,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/080580.json b/landing/lenses/080580.json index acfc845961ceca871eb7262bf3fc1fe23bc05338..a76641613e5420f5fd2fa518755ad86cb8c3f83e 100644 --- a/landing/lenses/080580.json +++ b/landing/lenses/080580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080720.json b/landing/lenses/080720.json index 842897df2a6360c2826c986eda62dd5f35447094..9a04f9504cf8fe58fa1571c04de24de43b314f50 100644 --- a/landing/lenses/080720.json +++ b/landing/lenses/080720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-08-28", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-08-28", "period": "2025", "status": "derived", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-08-28", "period": "2025", "status": "observed", @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081000.json b/landing/lenses/081000.json index 6083b80abb9b471ea8a91d9cb7b68ab2b96f0456..33e6ef2673a8a9f995f793761f6b97ba1a1d49f9 100644 --- a/landing/lenses/081000.json +++ b/landing/lenses/081000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081150.json b/landing/lenses/081150.json index e617b4a55315abc1c43172ea85c189227fe97f3e..465441e2caabd33569bc8853790ea1abc15001db 100644 --- a/landing/lenses/081150.json +++ b/landing/lenses/081150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 46점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,10 +1240,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081180.json b/landing/lenses/081180.json index 68f5f198703f5cf1a4fb3fd92f673a527e5a8f35..1d7abdf86b21fbf6057d4cb3a280707ad41e29b5 100644 --- a/landing/lenses/081180.json +++ b/landing/lenses/081180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -451,14 +451,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -578,10 +578,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -597,8 +597,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -610,8 +610,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -628,10 +628,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -641,7 +641,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -650,7 +650,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -718,10 +718,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -737,10 +737,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -760,7 +760,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081580.json b/landing/lenses/081580.json index d777e70d83e183f783b9608a9668171cceeb2cc9..17d52bda6bef07d415a0c2e9c39e7c7da7420919 100644 --- a/landing/lenses/081580.json +++ b/landing/lenses/081580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,15 +1057,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1459,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8bd95bbcfa07", + "target": "081580", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.345 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/081660.json b/landing/lenses/081660.json index 5d07e2eae8726b7b28a85da2e4e4de0230799c4a..3df6dfdbf9704bc4999b2189a8fc98f567ccd95a 100644 --- a/landing/lenses/081660.json +++ b/landing/lenses/081660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081970.json b/landing/lenses/081970.json index 362800939cf8843fcf21e64fd37f8e74cdc209a1..c9cf121e138facf790c9aca38c173728d8dfcfe2 100644 --- a/landing/lenses/081970.json +++ b/landing/lenses/081970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082210.json b/landing/lenses/082210.json index 9a211b74bdd5d7e99ab8040685c9c42b936374c0..34832278bdff598171ba92b8218abc80646fc729 100644 --- a/landing/lenses/082210.json +++ b/landing/lenses/082210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082270.json b/landing/lenses/082270.json index 3d9dd8e5e6e771b68e6acf3b0d938a3c729d3b6a..cb6e80d86be080d32f43ad878c57aaa20bd9bd9c 100644 --- a/landing/lenses/082270.json +++ b/landing/lenses/082270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 77점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 97.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 99.26%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082640.json b/landing/lenses/082640.json index a6c86d31d0157389951c0b9be8a3bfb876e35058..468778c43b33c96273ff9a9708b70dbd87bb69d6 100644 --- a/landing/lenses/082640.json +++ b/landing/lenses/082640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -291,13 +291,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -479,14 +479,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -606,10 +606,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-08-06", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -652,7 +652,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -672,7 +672,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-08-06", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-08-06", "period": "2025", "status": "observed", @@ -786,10 +786,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -805,10 +805,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -828,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1082,7 +1082,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-08-06", "period": "2025", "status": "observed", diff --git a/landing/lenses/082660.json b/landing/lenses/082660.json index acf6c8575f3e76a362f413054f3fa17578cd9ffd..b723795d12d1469552502da323ae0016b3a812fd 100644 --- a/landing/lenses/082660.json +++ b/landing/lenses/082660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -553,13 +553,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -933,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", @@ -974,7 +974,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082740.json b/landing/lenses/082740.json index e866e2a2515380e5053b44439e718b97c02f42a2..8741664eb992bd05fc563429a40b0074a0115cf0 100644 --- a/landing/lenses/082740.json +++ b/landing/lenses/082740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,7 +925,7 @@ }, "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.15%). 최근 주가 하락이 반영된 결과", "D/EBITDA 22.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -942,14 +942,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1352,7 +1352,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082800.json b/landing/lenses/082800.json index 363fbdf56cefab9559dbffb3cf73d5fdc4c248bd..cfb70332dff9666fe7bae68027ff2440b22a6fad 100644 --- a/landing/lenses/082800.json +++ b/landing/lenses/082800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 26.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 16.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/082850.json b/landing/lenses/082850.json index e79ff2c34fb3aa9784babf22e0007f0d1045a046..277b8ee08bc4358db964c446d2d3d926fa67f5bf 100644 --- a/landing/lenses/082850.json +++ b/landing/lenses/082850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 필수소비재 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.61%). 최근 주가 하락이 반영된 결과", "D/EBITDA 51.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082920.json b/landing/lenses/082920.json index 4c0240b57857a7d4901ecd59304dbbcbc7219150..f93f65ddc8fabba539eccad5d3807f476c599602 100644 --- a/landing/lenses/082920.json +++ b/landing/lenses/082920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1545,7 +1545,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1567,7 +1567,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1585,15 +1585,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/083310.json b/landing/lenses/083310.json index 1890964892b4001fed05578e8084f1896602e087..e51c77e63503ce9d044defe4ba2782e7191071de 100644 --- a/landing/lenses/083310.json +++ b/landing/lenses/083310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 16.68, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 19.35, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 16.68, + "grade": "dCR-BBB+", + "score": 19.35, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 17.26, + "grade": "dCR-BBB+", + "score": 19.96, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083420.json b/landing/lenses/083420.json index e1648be975129d73a63149577066ae433528aff3..a4b24ffe404252c6451ded88fa81c5b6098d8391 100644 --- a/landing/lenses/083420.json +++ b/landing/lenses/083420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,10 +1116,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,10 +1252,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083450.json b/landing/lenses/083450.json index eddb468a41b681e0f9ad4b31af506e2546cd38bf..ee73bd23715b457f227913792c8b96f71cc6f520 100644 --- a/landing/lenses/083450.json +++ b/landing/lenses/083450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,12 +1602,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7c3c090efdc4", + "target": "083450", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.497 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/083470.json b/landing/lenses/083470.json index 17c7e3109749f0677f26f8d0c5b9986abee4aaef..c1b4485787a81dfe939e6c7270203f41573e1fb4 100644 --- a/landing/lenses/083470.json +++ b/landing/lenses/083470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 17.90, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 19.90, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -826,15 +826,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 17.9, + "grade": "dCR-BBB+", + "score": 19.9, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 18.47, + "grade": "dCR-BBB+", + "score": 20.47, "assumptions": { "scenarioStress": "moderate" } @@ -917,11 +917,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,15 +1063,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083500.json b/landing/lenses/083500.json index 13f699a430ea1589be38844f3353118cf9c9d3cc..693f44d59219846b7c21656993fcfcc06999f349 100644 --- a/landing/lenses/083500.json +++ b/landing/lenses/083500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083550.json b/landing/lenses/083550.json index b2bb4162256a776898417aa0e790bbc63740047a..ad0efa70fba27b05c08e42a6fb8ea5e5bb802283 100644 --- a/landing/lenses/083550.json +++ b/landing/lenses/083550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083640.json b/landing/lenses/083640.json index 681adb30f3eb9b2c3fdad80a88671f55a2716e14..ce09571e8b1064dd620e934fafb8c397eb958362 100644 --- a/landing/lenses/083640.json +++ b/landing/lenses/083640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083650.json b/landing/lenses/083650.json index e819d6ba3c44ab8a1dd3db2ae2b712ff6c2fb558..3aad4a36429e6cd798485a8e5e6cbe630cfcb702 100644 --- a/landing/lenses/083650.json +++ b/landing/lenses/083650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 5.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1669,7 +1669,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1691,7 +1691,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1709,8 +1709,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/083660.json b/landing/lenses/083660.json index a11f72ab58bd4e113ca8ded70df6bebca278833a..9569aadcc614694e9cae91d33647c12f1aff6313 100644 --- a/landing/lenses/083660.json +++ b/landing/lenses/083660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 73.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 84.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083790.json b/landing/lenses/083790.json index ae121f8ce841858d8b3ee2b53137519c374961a2..5adca876595ecd8e5b2e8e913fe17e8c92a62b0a 100644 --- a/landing/lenses/083790.json +++ b/landing/lenses/083790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 29.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 29.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083930.json b/landing/lenses/083930.json index 2af9310889ac2dc8cd704b1ee5e60bce60f52afb..c885adb2a707e24a34379d73e135bcce70a77d14 100644 --- a/landing/lenses/083930.json +++ b/landing/lenses/083930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084010.json b/landing/lenses/084010.json index 3ef136f033cbfd4f34e1a75248644b986a88f250..d7226ded29388ed0cd009855f7b45a95a46a2b34 100644 --- a/landing/lenses/084010.json +++ b/landing/lenses/084010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:bec6996f2404", - "target": "084010", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.711 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/084110.json b/landing/lenses/084110.json index 21bdf18d6f61767fbd9fba71b5989b2c665eedd8..6f90e77d237abf1bf32b546543b82b387f08430b 100644 --- a/landing/lenses/084110.json +++ b/landing/lenses/084110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084180.json b/landing/lenses/084180.json index 1ce07c937a1efb5d13cfd280489889fb8b6e6638..f0f9d4c628f1fc45af855cdbdd24c1fa1b27ab84 100644 --- a/landing/lenses/084180.json +++ b/landing/lenses/084180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2018", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -553,13 +553,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ }, "divergenceExplanation": [ "유동성 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 96.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 98.22%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -864,14 +864,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -991,10 +991,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-30", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-30", "period": "2025", "status": "derived", @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-30", "period": "2025", "status": "observed", @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084370.json b/landing/lenses/084370.json index 6fa1c4d521407baeecaba958cd9ba2cba1eea40b..8249a7f796a676d3b113cf51e33bddf14610ab76 100644 --- a/landing/lenses/084370.json +++ b/landing/lenses/084370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-AAA", - "summary": "dCR 위험점수 2.53, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 2.33, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-AAA", - "score": 2.53, + "score": 2.33, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AAA", - "score": 2.55, + "score": 2.36, "assumptions": { "scenarioStress": "moderate" } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1546,88 +1546,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2470ab330367", - "target": "084370", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.369 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/084440.json b/landing/lenses/084440.json index 763f141a997a5d16a583c6f4f63269ad5576dad8..d41ff75963f750e46c96a85d7b574655d98e35bb 100644 --- a/landing/lenses/084440.json +++ b/landing/lenses/084440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -912,10 +912,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -958,7 +958,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -978,8 +978,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1092,10 +1092,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1111,10 +1111,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084650.json b/landing/lenses/084650.json index 9157b6e4642c5397c56c1ccee56145a393589ef0..0a8eeb4fd4be09a59b87d0c13f50b18a7b89368e 100644 --- a/landing/lenses/084650.json +++ b/landing/lenses/084650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084670.json b/landing/lenses/084670.json index 0d5dc43dfaac47a2c61ec7cba501582028758b9b..0fcdee2915bd7f91f2163136b37d917cc47542ca 100644 --- a/landing/lenses/084670.json +++ b/landing/lenses/084670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084680.json b/landing/lenses/084680.json index ca1f997fb7879eefa9f1295199f6aa69497c9d01..a8964c547ab92afff4271f343f5a1c6e9bce6a17 100644 --- a/landing/lenses/084680.json +++ b/landing/lenses/084680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -222,7 +222,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -243,7 +243,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -279,7 +279,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -841,7 +841,7 @@ }, "divergenceExplanation": [ "유동성 축이 79점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.00%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1144,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084690.json b/landing/lenses/084690.json index 8f5a7a555dc4aabb9502e1687e89690c678b8cc6..7faefef2c047d3ab4794f4ad422cd8cf652f4c73 100644 --- a/landing/lenses/084690.json +++ b/landing/lenses/084690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,10 +989,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084730.json b/landing/lenses/084730.json index dd5e60eb55459c5e011981881508c5d253121386..e7b055638f29c2aac9068f5db929f0c69cd243b5 100644 --- a/landing/lenses/084730.json +++ b/landing/lenses/084730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/084850.json b/landing/lenses/084850.json index dd88e38aa2dac5f65c9dece3697d57f2855e0199..f8bb5ceb17eebbe0d38ee3337953c79cdcc87769 100644 --- a/landing/lenses/084850.json +++ b/landing/lenses/084850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -881,7 +881,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 684.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 831.21%). 최근 주가 하락이 반영된 결과", "D/EBITDA 44.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1024,19 +1024,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1057,8 +1057,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1103,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1182,7 +1182,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1191,7 +1191,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084870.json b/landing/lenses/084870.json index c0a215d9ae3ca7115dcdbaddd28285b4dbd35401..00c3d6b7f4cef4e167c4ee058fc2dc05649d90fb 100644 --- a/landing/lenses/084870.json +++ b/landing/lenses/084870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 경기관련소비재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084990.json b/landing/lenses/084990.json index ca259ceb091767da1fa5fb0da92d2107ab8dd896..d2106fb5d4a308b8b203a2170e766e0cc7e13a1d 100644 --- a/landing/lenses/084990.json +++ b/landing/lenses/084990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2022", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1055,13 +1055,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085310.json b/landing/lenses/085310.json index 90a020b8bf7a2758aa9dcee8ee49a24741f29e6c..4ac695a050eebec27d831b0578ebceb635808475 100644 --- a/landing/lenses/085310.json +++ b/landing/lenses/085310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085620.json b/landing/lenses/085620.json index 6b359cf3402c0963a9893855407d2b4b25e0adb6..a1510ebb9d491fc19e7d9455fc199de108617a28 100644 --- a/landing/lenses/085620.json +++ b/landing/lenses/085620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -603,19 +603,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -636,8 +636,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -682,17 +682,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -702,7 +702,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -755,13 +755,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -770,7 +770,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085660.json b/landing/lenses/085660.json index 0d35a17fb5785e9f4f855a43a305d4861bf72364..2653b347902dbcb5d5e17dd78ab65a227948c037 100644 --- a/landing/lenses/085660.json +++ b/landing/lenses/085660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085670.json b/landing/lenses/085670.json index 0f939dee9f834b7b6791683d95f570ca2b8e2efa..df24b819fa7c37a0ab07d921d7768e0b6db2b342 100644 --- a/landing/lenses/085670.json +++ b/landing/lenses/085670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 15.15, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 16.41, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 15.15, + "grade": "dCR-A-", + "score": 16.41, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 16.12, + "score": 17.55, "assumptions": { "scenarioStress": "moderate" } @@ -837,11 +837,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -909,11 +904,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085810.json b/landing/lenses/085810.json index 28c91bbcd0c82d3b3015851d277984619b63fafa..b9019f445f565357403bfea7ecde6757396dfc9f 100644 --- a/landing/lenses/085810.json +++ b/landing/lenses/085810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -152,7 +152,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -388,13 +388,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -606,14 +606,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -779,7 +779,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -799,8 +799,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -821,8 +821,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -857,7 +857,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -932,10 +932,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -955,7 +955,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1194,7 +1194,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1212,8 +1212,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/085910.json b/landing/lenses/085910.json index 89c441518ef87eea8918a6a3e3a5cc14904559bd..ae9a9d267a03ffe6614f126a8fb82f4619df0ae2 100644 --- a/landing/lenses/085910.json +++ b/landing/lenses/085910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086040.json b/landing/lenses/086040.json index 982551e72432920fd49c215e20f4ae80d7cb56df..4d0dce7a8c626e8592f1fcdf04f9c75e9ecf1fea 100644 --- a/landing/lenses/086040.json +++ b/landing/lenses/086040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 23.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 26.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086060.json b/landing/lenses/086060.json index 614074f2cff5f55d169559bcd11b16176ac4d2e1..ddaed90a710b491939d5b1a77076c6d26983ef97 100644 --- a/landing/lenses/086060.json +++ b/landing/lenses/086060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086220.json b/landing/lenses/086220.json index c997c1c5828ee09eb847db785c275cc1a92814da..310b87161dd6b1113b3f3ed9f952a25402351a9e 100644 --- a/landing/lenses/086220.json +++ b/landing/lenses/086220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -46,10 +46,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -368,10 +368,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -400,8 +400,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -420,8 +420,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -440,7 +440,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -527,10 +527,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -550,7 +550,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086280.json b/landing/lenses/086280.json index 7994c1614030be57ac08b372fe9420807fde6dea..c26aac80d58bca5a11e11dbcf4aa247783c585e6 100644 --- a/landing/lenses/086280.json +++ b/landing/lenses/086280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,7 +1558,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1580,7 +1580,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1598,15 +1598,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/086390.json b/landing/lenses/086390.json index e9ac40199e023fb3bc26652886343409e5f7dbb3..b3fd0a0a9d6ebe0ddc8ae877b907ee46a589b9d2 100644 --- a/landing/lenses/086390.json +++ b/landing/lenses/086390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 38.91, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 41.16, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 38.91, + "score": 41.16, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 39.48, + "score": 41.73, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086450.json b/landing/lenses/086450.json index 5f1cb0934925e898824b863080f42fb8cb8a26ae..4fc61463a83187343277fbe85d3b76bdfb2b2c7c 100644 --- a/landing/lenses/086450.json +++ b/landing/lenses/086450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086520.json b/landing/lenses/086520.json index 0e60d523df75f03734e7cc83cd5539aa3d0273ad..213ffa0f54beec6fe81bfd7fea733b9bb40242ea 100644 --- a/landing/lenses/086520.json +++ b/landing/lenses/086520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 30.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.96, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 30.19, + "score": 31.96, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 30.92, + "grade": "dCR-BBB+", + "score": 32.58, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -933,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1093,8 +1098,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1151,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1259,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1300,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086670.json b/landing/lenses/086670.json index 9ea538d5198714fb06ab6210c11307b667177ef1..e71b1c4e0d8e0e0170ec35f02b2c4da9ce525f29 100644 --- a/landing/lenses/086670.json +++ b/landing/lenses/086670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1461,8 +1461,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/086710.json b/landing/lenses/086710.json index 6bee0d12d948acee37090165a98a31beb966f839..a855828bb26f46322eef26389d2c99aee16c526c 100644 --- a/landing/lenses/086710.json +++ b/landing/lenses/086710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,7 +863,7 @@ "divergenceExplanation": [ "채무상환능력 축이 31점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.69%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1039,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086790.json b/landing/lenses/086790.json index 30d2a3b93f44f9fe275fdfc04726fadb54ac31a8..f81693db2b16c974a44e166764264128330598a7 100644 --- a/landing/lenses/086790.json +++ b/landing/lenses/086790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -340,14 +340,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -467,10 +467,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -499,8 +499,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -519,8 +519,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -539,7 +539,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086820.json b/landing/lenses/086820.json index c667fe42a01a394e24a5da58c3767388d5842e2d..dc10eeab9d679bba69e18b4b4438e9c8eeb2cf9b 100644 --- a/landing/lenses/086820.json +++ b/landing/lenses/086820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -532,18 +532,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 25.78, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 28.03, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,15 +727,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 25.78, + "grade": "dCR-BBB+", + "score": 28.03, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 26.6, + "grade": "dCR-BBB+", + "score": 28.85, "assumptions": { "scenarioStress": "moderate" } @@ -818,7 +818,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -827,6 +827,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 42점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.37%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -842,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -969,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -988,8 +989,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1001,8 +1002,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1019,10 +1020,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1032,7 +1033,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1041,7 +1042,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1109,10 +1110,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1128,10 +1129,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1151,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086890.json b/landing/lenses/086890.json index 78302b018793579e1647194c57c057656f5c17f9..a3d018892005f7f98c5c1bc0b8bf1c0129a9548e 100644 --- a/landing/lenses/086890.json +++ b/landing/lenses/086890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1005,8 +1005,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1018,8 +1018,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1036,10 +1036,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1058,7 +1058,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1126,10 +1126,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1145,10 +1145,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086900.json b/landing/lenses/086900.json index 877ef37ec7adead5ca24961b59b27ebf18662764..641cd81f322226a857a998f5e7247a2eeef25ce2 100644 --- a/landing/lenses/086900.json +++ b/landing/lenses/086900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086960.json b/landing/lenses/086960.json index ce174b911a54668c45cb6b6e9c3b1cfbaaaabb66..f64f5d03a92b266af130d3c6541a22f91daa9702 100644 --- a/landing/lenses/086960.json +++ b/landing/lenses/086960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086980.json b/landing/lenses/086980.json index fdc85f1d24397b6ef90a22160e72ccf018bdd782..e803ecc80caf34689cb44646ca39d133962b8126 100644 --- a/landing/lenses/086980.json +++ b/landing/lenses/086980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1409,88 +1409,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c029fa3b4d8e", - "target": "086980", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.47 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/087010.json b/landing/lenses/087010.json index debd4fe96ddf3dca90b12ddee928abb27daac19b..14db79b4efe64eb1ab76e25f4d0e2fedb583deac 100644 --- a/landing/lenses/087010.json +++ b/landing/lenses/087010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -554,13 +554,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -845,7 +845,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 58.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 54.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,10 +1037,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/087260.json b/landing/lenses/087260.json index 3d531cc5c36585492b14a5db58dc46232fa401d9..2c80569cbaa6a698de1602246e749fcfcae68fdc 100644 --- a/landing/lenses/087260.json +++ b/landing/lenses/087260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.86, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 27.08, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -654,11 +654,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 1.99, + "value": 2.5, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.4, + "contribution": 0.5, "sourceRef": "axes.자본구조" }, { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 IT 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -773,7 +773,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/087260/axes/자본구조", "status": "derived", - "detail": "위험점수 1.99, 가중치 20%" + "detail": "위험점수 2.50, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.86, + "grade": "dCR-BBB-", + "score": 27.08, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 26.93, + "grade": "dCR-BBB-", + "score": 27.18, "assumptions": { "scenarioStress": "moderate" } @@ -853,49 +853,49 @@ "gradeHistory": [ { "period": "2026", - "score": 2.92, - "grade": "AAA", - "pdEstimate": 0.0 + "score": 3.67, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2025", - "score": 29.06, + "score": 29.26, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2024", - "score": 25.02, + "score": 25.72, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2023", - "score": 36.21, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 37.01, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2022", - "score": 56.46, + "score": 57.07, "grade": "B", "pdEstimate": 7.0 }, { "period": "2021", - "score": 28.09, + "score": 29.15, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2020", - "score": 12.6, - "grade": "A+", - "pdEstimate": 0.04 + "score": 13.63, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2019", - "score": 50.68, + "score": 51.9, "grade": "B+", "pdEstimate": 4.0 } @@ -908,11 +908,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 23.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-07-20", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-07-20", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/087600.json b/landing/lenses/087600.json index 3a1a5695301488616b4c5a241b6f896287bde4c9..81254752b3496b9ef0540cba77cd7b7c85efeee7 100644 --- a/landing/lenses/087600.json +++ b/landing/lenses/087600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 7.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 8.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1073,7 +1073,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088130.json b/landing/lenses/088130.json index 184b79e9de7c4cce3f5d2011c870dbabeb3c8340..b1e72cc04b5a5e19b3728c11c3eaa0c76755ddee 100644 --- a/landing/lenses/088130.json +++ b/landing/lenses/088130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088260.json b/landing/lenses/088260.json index 976858936b82213f8cd86d46bebe5b886baa6084..3adfc4b37d53da0657fc0c7b90fc114f7211a4f9 100644 --- a/landing/lenses/088260.json +++ b/landing/lenses/088260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -245,14 +245,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -367,10 +367,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -406,7 +406,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -426,8 +426,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -447,8 +447,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -475,7 +475,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -537,10 +537,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -556,10 +556,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -583,10 +583,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -601,10 +601,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -655,7 +655,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088280.json b/landing/lenses/088280.json index 391b4be6bb409be3f1ad83b14d947efeaddeecaa..eb8561f40a77804d5ce098c60a16abecf607cada 100644 --- a/landing/lenses/088280.json +++ b/landing/lenses/088280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088290.json b/landing/lenses/088290.json index 44e76ef5e31eba37c479a079615ea84fd43ceeb8..25539d5035195bbe49c8d83238a33a0468c91af8 100644 --- a/landing/lenses/088290.json +++ b/landing/lenses/088290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,10 +1240,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1258,10 +1258,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088340.json b/landing/lenses/088340.json index f9a98a52d09a1c21f7d81139254e513d036eb873..58938c09b059668fe54657777a2bcf07da43cc9f 100644 --- a/landing/lenses/088340.json +++ b/landing/lenses/088340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -300,18 +300,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 40.85, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 41.06, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -495,14 +495,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 40.85, + "score": 41.06, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 41.38, + "score": 41.72, "assumptions": { "scenarioStress": "moderate" } @@ -554,7 +554,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 28.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -569,14 +569,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -696,10 +696,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -742,7 +742,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -762,8 +762,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -784,8 +784,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -820,7 +820,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -895,10 +895,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088350.json b/landing/lenses/088350.json index 26a5de2d08c238f06c371d89aaf5a5b7410da6a6..13a4dd50956ddc2952a961df81633ba1e850870a 100644 --- a/landing/lenses/088350.json +++ b/landing/lenses/088350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -360,13 +360,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -548,14 +548,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -670,19 +670,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -703,8 +703,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -749,17 +749,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -828,7 +828,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -837,7 +837,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -896,10 +896,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -914,10 +914,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -928,7 +928,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -952,7 +952,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -968,7 +968,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1312,12 +1312,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a9e70295caf5", + "target": "088350", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/088390.json b/landing/lenses/088390.json index fd5a2ef4601fa214b6f169779443d5db2426b8b6..7bf735d3b6034d18d180ba60bcb5245aa0de5b1e 100644 --- a/landing/lenses/088390.json +++ b/landing/lenses/088390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1351,7 +1351,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088790.json b/landing/lenses/088790.json index cd86b6a5443f65d443455aaceed147d805ef4368..826f3ab1db8861f8da4e66991857643236732ec6 100644 --- a/landing/lenses/088790.json +++ b/landing/lenses/088790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088800.json b/landing/lenses/088800.json index e8a60d227fc858e97c77e18bfe1ae808bc540fde..e13a1c3553832bd164bd58c40e9e5ca12c3524c9 100644 --- a/landing/lenses/088800.json +++ b/landing/lenses/088800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:46926f5c74ed", + "target": "088800", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.461 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/088910.json b/landing/lenses/088910.json index aa43f7b57923d7c255b07f62e2624ee4bdb0ee9d..259e4a722b5d5b4fa5004cab0b086bfa7deccc7d 100644 --- a/landing/lenses/088910.json +++ b/landing/lenses/088910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.38%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1567,7 +1567,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1589,7 +1589,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1607,8 +1607,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/088980.json b/landing/lenses/088980.json index 1b1969cd524b45689669674968cec5aa7c928bb3..16a7dabbe438ce6dd9106172c8378c28f39af4ef 100644 --- a/landing/lenses/088980.json +++ b/landing/lenses/088980.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/3개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/3개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089010.json b/landing/lenses/089010.json index fc4a62cc88b5a658a102c2a157c122b77a83a879..dcbab2756f35df39784c7c8fedc8ee8e8a417bc2 100644 --- a/landing/lenses/089010.json +++ b/landing/lenses/089010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 44.76, 전망 안정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 48.48, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 44.76, + "grade": "dCR-BB-", + "score": 48.48, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 45.8, + "grade": "dCR-BB-", + "score": 49.46, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -916,6 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 10.25%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1323,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1608,88 +1609,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:45ab626afd29", - "target": "089010", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.504 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/089030.json b/landing/lenses/089030.json index 3c47a3f3e2ea0091d6ac5fc8f6e4f4725b4f797b..5b91ea856b218155ca2c0558ca1d29f24be194f9 100644 --- a/landing/lenses/089030.json +++ b/landing/lenses/089030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 36.22, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 40.44, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 36.22, + "grade": "dCR-BB", + "score": 40.44, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 36.62, + "grade": "dCR-BB", + "score": 40.82, "assumptions": { "scenarioStress": "moderate" } @@ -905,11 +905,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 43점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 13.37%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089140.json b/landing/lenses/089140.json index 0aab5ba4f5498fc41e15310cc8a30481ea367891..6aebc98682bea2a1bd5d8b60d4a7ae8f5c9b832a 100644 --- a/landing/lenses/089140.json +++ b/landing/lenses/089140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089150.json b/landing/lenses/089150.json index 16af69410e32127abf7e5cfd9faa08bf265a3e68..74db9ce836b157912802b2e52b94724f1be62d81 100644 --- a/landing/lenses/089150.json +++ b/landing/lenses/089150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,10 +1107,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089230.json b/landing/lenses/089230.json index 4b8abbbf32111905ba946434b0469b4583a19dfb..8419cff58dceaee48ec7716ea7c1264b6a58f40e 100644 --- a/landing/lenses/089230.json +++ b/landing/lenses/089230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089470.json b/landing/lenses/089470.json index dff5c6faba51b5aded36e29f8d7c27098061cc7e..3c4674a78007ec364710e801d937381fce35f897 100644 --- a/landing/lenses/089470.json +++ b/landing/lenses/089470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -616,13 +616,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1594,12 +1594,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:962c812ea70c", + "target": "089470", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/089590.json b/landing/lenses/089590.json index 83ce76485ab67fc5a001ea920513f2ae9acda28f..e4a8a937be8b431ae4959772e22f6b2e210a6b3f 100644 --- a/landing/lenses/089590.json +++ b/landing/lenses/089590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 58.38, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 55.27, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 58.38, + "score": 55.27, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 58.53, + "score": 55.44, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1465,8 +1465,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/089600.json b/landing/lenses/089600.json index 4b9871dab875af83884110fecead96c5aaf8ae3e..d4cff39143727f686c039ecc64ef844311a27bae 100644 --- a/landing/lenses/089600.json +++ b/landing/lenses/089600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089790.json b/landing/lenses/089790.json index 6b1ea7f7aaa64e53ce24a8203c0017fc6b6d9614..d75e2ff96822c1a639f413e8b5f532c9408bb7c3 100644 --- a/landing/lenses/089790.json +++ b/landing/lenses/089790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089850.json b/landing/lenses/089850.json index 69e5342dd04333b678fb590358b8e150c5c8dbc0..1124bfd8b2eae9783040d7b421f40234bf2c290c 100644 --- a/landing/lenses/089850.json +++ b/landing/lenses/089850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ec28c158d74d", - "target": "089850", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.506 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/089860.json b/landing/lenses/089860.json index c83782bfc1496ab82b5ea282bf49187e2ea2163a..d91ec24393e86f430bd07820aaa5272b9a92c12f 100644 --- a/landing/lenses/089860.json +++ b/landing/lenses/089860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -567,13 +567,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,7 +692,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,10 +1208,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1226,10 +1226,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089970.json b/landing/lenses/089970.json index 238c8371ec7b28e2e19f3cff4a3eae38e6bed22b..dd30d91399826992a72d848a98065d4850505f28 100644 --- a/landing/lenses/089970.json +++ b/landing/lenses/089970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1031,15 +1031,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1064,8 +1064,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1110,17 +1110,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1183,13 +1183,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1198,7 +1198,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1437,8 +1437,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/089980.json b/landing/lenses/089980.json index e4f30ae2f50953997a9d5ba438368886b50d657e..5d5b1e47253a4496059ca5ea4a587811366f2b68 100644 --- a/landing/lenses/089980.json +++ b/landing/lenses/089980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 33.92, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 36.17, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 33.92, + "score": 36.17, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 34.93, + "grade": "dCR-BB+", + "score": 37.18, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -931,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1149,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090080.json b/landing/lenses/090080.json index 621caecf07a10e07e4c79d18e15fedf8cd4dd2d4..c113dec5404837495bdac87077b54aa861b6351a 100644 --- a/landing/lenses/090080.json +++ b/landing/lenses/090080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1459,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c634a5426425", + "target": "090080", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.281 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/090120.json b/landing/lenses/090120.json index 0d1130ba46831e6955541724e28164a5cb76cfd1..6cb407daa893e1e0f492c8b5d4ae1b1b486692e0 100644 --- a/landing/lenses/090120.json +++ b/landing/lenses/090120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090150.json b/landing/lenses/090150.json index 817e09f2693a2aa32ab9835a7342c17884bae872..01d10c92e5e7983ce1bd55a601af36bbc1ef3d75 100644 --- a/landing/lenses/090150.json +++ b/landing/lenses/090150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090350.json b/landing/lenses/090350.json index bfc1eaa45c0af0821109ca597b1c4b8169f4bc73..25e34915b8a85f323174b476e67364c1b51d7bf8 100644 --- a/landing/lenses/090350.json +++ b/landing/lenses/090350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090360.json b/landing/lenses/090360.json index 6669ac898ccc587d031f6d0d5dd6bb24f41b3645..22749bf4667702196694ce40a67d82f0d4601cb3 100644 --- a/landing/lenses/090360.json +++ b/landing/lenses/090360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1002,7 +1002,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090370.json b/landing/lenses/090370.json index 0b086056abdfe0dc5198f75bd5e97fea6b5da31d..21208838ee742477a3f71c002b0ef94be69d1de1 100644 --- a/landing/lenses/090370.json +++ b/landing/lenses/090370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,18 +547,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 47.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 50.61, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,15 +742,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 47.02, + "grade": "dCR-B+", + "score": 50.61, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 47.5, + "grade": "dCR-B+", + "score": 51.06, "assumptions": { "scenarioStress": "moderate" } @@ -833,11 +833,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 10.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -979,19 +980,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1012,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1025,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1059,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1103,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1137,7 +1138,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1146,7 +1147,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1159,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1178,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090410.json b/landing/lenses/090410.json index 1a53e7b876d25316197fea30900986088da8d7f4..fd4438cbc80cca793fac146149938755f4cc5ab2 100644 --- a/landing/lenses/090410.json +++ b/landing/lenses/090410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 11.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 12.56%). 최근 주가 하락이 반영된 결과", "D/EBITDA 646.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090430.json b/landing/lenses/090430.json index 3385fa0e0eac06b6cd1d5f98dc3be236024dc35b..d87efdf51f2f019ea4dc8a3bbe4f3d000b6dc1d0 100644 --- a/landing/lenses/090430.json +++ b/landing/lenses/090430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090460.json b/landing/lenses/090460.json index bbf516faa7d5c674e5a1d5247a59601719f15518..70a24076124034f6f5bb153c1a3f83578925ae0d 100644 --- a/landing/lenses/090460.json +++ b/landing/lenses/090460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090470.json b/landing/lenses/090470.json index a0514b6320203c9d0bf3a2c3e92798ccdf9af812..abbd397ffc5954cdbbd4a4eb1d86fbba923e816b 100644 --- a/landing/lenses/090470.json +++ b/landing/lenses/090470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 36.79, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 39.04, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 36.79, + "grade": "dCR-BB", + "score": 39.04, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 37.24, + "score": 39.49, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -912,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", @@ -931,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090710.json b/landing/lenses/090710.json index 0230a41f646bb37d777317346c282617de177b03..1486a94792e354b063a895edfebba97cfd4c12a9 100644 --- a/landing/lenses/090710.json +++ b/landing/lenses/090710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,18 +547,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 37.87, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 44.11, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,15 +742,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 37.87, + "grade": "dCR-BB-", + "score": 44.11, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 38.2, + "grade": "dCR-BB-", + "score": 44.42, "assumptions": { "scenarioStress": "moderate" } @@ -833,11 +833,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -979,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1012,7 +1013,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1025,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1103,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1178,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090740.json b/landing/lenses/090740.json index 83b57d7b5d80046b9edf298dcbf5f28a57637056..50467a65803627f67a0bd43a17771a2e672a3428 100644 --- a/landing/lenses/090740.json +++ b/landing/lenses/090740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2021", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,10 +1168,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1186,10 +1186,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090850.json b/landing/lenses/090850.json index 36b1213d3836bf038f81737d9112439ac5f29e64..3b65307bdd3f12109b01aca8c233eb8cd5ddb8ed 100644 --- a/landing/lenses/090850.json +++ b/landing/lenses/090850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1672,7 +1672,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1694,7 +1694,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1712,8 +1712,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/091090.json b/landing/lenses/091090.json index 0a764d52faea59c667ebc203b1b43aa1d0a5dc0f..03ca0896383173f87b5f91dd79acd69afaf69205 100644 --- a/landing/lenses/091090.json +++ b/landing/lenses/091090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-10-24", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-10-24", "period": "2025", "status": "derived", @@ -1134,7 +1134,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-10-24", "period": "2025", "status": "observed", @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091120.json b/landing/lenses/091120.json index e3055d86112609d5ca9d82b7b985f72287004cf8..ec58dc16bbe2a6c82020437bf7d10ff423ac8308 100644 --- a/landing/lenses/091120.json +++ b/landing/lenses/091120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 14.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 13.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091340.json b/landing/lenses/091340.json index ecc9b4dfffdb8418dd43a2b0566da432a293d956..057693f59033fcf333a1cfa1780eec26538dc9df 100644 --- a/landing/lenses/091340.json +++ b/landing/lenses/091340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091440.json b/landing/lenses/091440.json index eddbd32be7e377e794729e02b39787d8a0914e40..60f5e88f454969896e265281a9c6cd877e42eb96 100644 --- a/landing/lenses/091440.json +++ b/landing/lenses/091440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 45.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 47.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091580.json b/landing/lenses/091580.json index 0040783a5c367ec221bfa96b3599601d6949a546..ce7f9414b7452e316c0a0e63cf09dee93c6b7da3 100644 --- a/landing/lenses/091580.json +++ b/landing/lenses/091580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091590.json b/landing/lenses/091590.json index f05b1079cf444cddfb7feda7123efab8ba06f187..12ebf74172ea12899fd1d73267ab515d721f5db9 100644 --- a/landing/lenses/091590.json +++ b/landing/lenses/091590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091700.json b/landing/lenses/091700.json index 12e894a8d3383a4cdb0476fc0a2a81b2c5f6c251..250dc5bca0adbaa2e2815cf70ccf43dd45b50297 100644 --- a/landing/lenses/091700.json +++ b/landing/lenses/091700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091810.json b/landing/lenses/091810.json index fb26057ab60126f5ca5b4c9ca5d1f4f9e0059be2..6e62415c971b9544144a7e0e54002be73992d65a 100644 --- a/landing/lenses/091810.json +++ b/landing/lenses/091810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 184.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 190.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091970.json b/landing/lenses/091970.json index 641b430d26d60621ffc9a0ed015d56b0df9f9790..c431d500fde23fc0207dd3fc956dbd3a4ea7087f 100644 --- a/landing/lenses/091970.json +++ b/landing/lenses/091970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 46.08, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 48.07, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,7 +771,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/091970/axes/자본구조", "status": "derived", - "detail": "위험점수 34.65, 가중치 20%" + "detail": "위험점수 41.88, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 46.08, + "grade": "dCR-BB-", + "score": 48.07, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 47.49, + "grade": "dCR-BB-", + "score": 49.43, "assumptions": { "scenarioStress": "moderate" } @@ -851,49 +851,49 @@ "gradeHistory": [ { "period": "2026", - "score": 39.09, - "grade": "BB", - "pdEstimate": 1.5 + "score": 46.92, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2025", - "score": 61.82, - "grade": "B", - "pdEstimate": 7.0 + "score": 64.71, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2024", - "score": 54.19, - "grade": "B+", - "pdEstimate": 4.0 + "score": 56.54, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2023", - "score": 53.62, + "score": 54.48, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2022", - "score": 49.29, + "score": 50.09, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2021", - "score": 25.11, + "score": 26.1, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2020", - "score": 35.79, + "score": 35.97, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2019", - "score": 3.12, + "score": 3.34, "grade": "AA+", "pdEstimate": 0.01 } @@ -906,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092040.json b/landing/lenses/092040.json index f6ee59025cbb54f26cca161dcfbe9a47d8f492da..e6cbf64f4fd88a8f9ba7b2ad23e4de52ca884d90 100644 --- a/landing/lenses/092040.json +++ b/landing/lenses/092040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 242.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 243.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092070.json b/landing/lenses/092070.json index 59b66dfe7a33efe5311f7697facca4e8a4f8fd4a..c2be43a28cfe3b5bf233deca3f4688e21c497843 100644 --- a/landing/lenses/092070.json +++ b/landing/lenses/092070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1068,19 +1068,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092130.json b/landing/lenses/092130.json index 30b5f8f49d4ddeee069b53626e75cbccef749921..97ea2112350f704b6f670dcf85a0a1cb4f0a4041 100644 --- a/landing/lenses/092130.json +++ b/landing/lenses/092130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092190.json b/landing/lenses/092190.json index fee2920cd62880cb304d49a4b150106c4982760b..b4ef503d5574066114b48a2862364c595f17a074 100644 --- a/landing/lenses/092190.json +++ b/landing/lenses/092190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -592,18 +592,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 33.33, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.33, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -788,14 +788,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 33.33, + "score": 35.33, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 33.98, + "score": 35.98, "assumptions": { "scenarioStress": "moderate" } @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1024,19 +1024,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1057,8 +1057,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1103,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1182,7 +1182,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1191,7 +1191,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1426,88 +1426,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ae04456b21ed", - "target": "092190", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.204 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092200.json b/landing/lenses/092200.json index 993732b26ae92f4bc8792b4b3464e339b46d08d6..48904742780ff37a9511f59f286ee9a0e32e14f8 100644 --- a/landing/lenses/092200.json +++ b/landing/lenses/092200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 38.70, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 42.78, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 38.7, + "grade": "dCR-BB+", + "score": 42.78, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 39.12, + "grade": "dCR-BB+", + "score": 43.18, "assumptions": { "scenarioStress": "moderate" } @@ -905,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -916,6 +916,7 @@ "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 12.54%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,15 +1060,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1092,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1227,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1461,88 +1462,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:20c85d32cb1c", - "target": "092200", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.437 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092220.json b/landing/lenses/092220.json index 6a8ebca5c26ef336af4d14edda50a233ca832e41..b793d7800e55fe990243ac461ebf80090b5c592c 100644 --- a/landing/lenses/092220.json +++ b/landing/lenses/092220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,15 +1060,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1556,88 +1556,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:03ec08eadbfd", - "target": "092220", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.543 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092230.json b/landing/lenses/092230.json index 9a8d6d96409345258f3b468f9d55b007b12f898a..64813dc63ef8344e2692f52095e10978bad4a33e 100644 --- a/landing/lenses/092230.json +++ b/landing/lenses/092230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1600,12 +1600,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:14fe4d49f871", + "target": "092230", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.593 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092300.json b/landing/lenses/092300.json index 48314c73affda59de1cf3724b5514a96f425b3e7..ff5686e16f9bbc5ed2b353d8a282602e21536a8f 100644 --- a/landing/lenses/092300.json +++ b/landing/lenses/092300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092440.json b/landing/lenses/092440.json index 36fa5c95843c1cf611a774d339a8c5dbac11fd58..6e8319c618d333fdeee7283ff0dfd9ecd8d88b2b 100644 --- a/landing/lenses/092440.json +++ b/landing/lenses/092440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092460.json b/landing/lenses/092460.json index 5e326715697caf60857e7fa953845bb1a7d7740b..93e6051a184118cd2780a2a145a9a0f76db08799 100644 --- a/landing/lenses/092460.json +++ b/landing/lenses/092460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1556,7 +1556,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1578,7 +1578,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1596,8 +1596,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/092600.json b/landing/lenses/092600.json index 3178c2b98b5e362fd691be5db3619dbce47844ca..69a8dbf53f50a0c025d5f7918541275c1c81593e 100644 --- a/landing/lenses/092600.json +++ b/landing/lenses/092600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -986,19 +986,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1019,8 +1019,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,17 +1065,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1085,7 +1085,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1110,7 +1110,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1144,7 +1144,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1153,7 +1153,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1185,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,10 +1212,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1482,12 +1482,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e192f3c1aa2d", + "target": "092600", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.278 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092730.json b/landing/lenses/092730.json index 9989640971a0b5713460731752bafde85c2b7226..f113eaabb816b1bbd383bfa8501686d3ddeb46ad 100644 --- a/landing/lenses/092730.json +++ b/landing/lenses/092730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092780.json b/landing/lenses/092780.json index 2a8de55599e64abd6d2d7f608ad310e56e906c24..1f9492ed2f94617ef756b6546454f68026bf3805 100644 --- a/landing/lenses/092780.json +++ b/landing/lenses/092780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 14.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 16.76%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,10 +1260,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1594,7 +1594,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1616,7 +1616,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1634,8 +1634,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/092790.json b/landing/lenses/092790.json index c145144c069b443e44d6571e6d1bfddfa8e9fdc0..64bd25625f0d0be24e45fbe01bb5d66ead64c241 100644 --- a/landing/lenses/092790.json +++ b/landing/lenses/092790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,7 +814,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092870.json b/landing/lenses/092870.json index c9ed9e57f4b18fdf12a29f72c6d3868b0fb15a89..8d2a4e839a8abdb2235a1361928203cd8aab5955 100644 --- a/landing/lenses/092870.json +++ b/landing/lenses/092870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,13 +1213,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093050.json b/landing/lenses/093050.json index 086ca1636f1f93c89586a40e607747dcb4288a31..eee7a979d17ba1afcba0e2c6ecd51738a5388be4 100644 --- a/landing/lenses/093050.json +++ b/landing/lenses/093050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093190.json b/landing/lenses/093190.json index 2e86790aa77d2667f52033f95e7ef9f73ed385dc..85e45001e12e0bfa6914ee33083ebd6efc64859a 100644 --- a/landing/lenses/093190.json +++ b/landing/lenses/093190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093230.json b/landing/lenses/093230.json index f0ac97306d3ba5c6c10c1537dfad911b839ffd29..8ce227ad20de17360ca55a098311ebfbd81889ea 100644 --- a/landing/lenses/093230.json +++ b/landing/lenses/093230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093240.json b/landing/lenses/093240.json index 32e81b3cc4929715cb259ef136d69dc3bfa00d4b..e5a4900ef5454bafde18bbb3a8d9d399f27b52f4 100644 --- a/landing/lenses/093240.json +++ b/landing/lenses/093240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-22", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-22", "period": "2024", "status": "derived", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-22", "period": "2024", "status": "observed", @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,10 +1257,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093320.json b/landing/lenses/093320.json index 2c0e36eb06bdaed11c1a1e015024ac3f33fdba89..14b5c14d5937661571e9f857ec7c163aa551ff79 100644 --- a/landing/lenses/093320.json +++ b/landing/lenses/093320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093370.json b/landing/lenses/093370.json index 823cc08ca89df86e0f7f5a1cae526e5634b918e5..2d8637b9a0413c97dfbb690c14d15a08a05675b4 100644 --- a/landing/lenses/093370.json +++ b/landing/lenses/093370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 34.11, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.29, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 34.11, + "score": 35.29, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 35.13, + "score": 36.16, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1552,12 +1552,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6a0a4da4447e", + "target": "093370", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.244 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/093520.json b/landing/lenses/093520.json index be7f83dc7f617e9b40a90ffc33a143fee82ddffd..61efd8c4e49bb37e8beaae28de0d073697cc4406 100644 --- a/landing/lenses/093520.json +++ b/landing/lenses/093520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093640.json b/landing/lenses/093640.json index ea0318a3ab7a96d6830e4e10871a33f9f6db57bd..cbb7aee5915358888f4ea049b0ccac7874329a59 100644 --- a/landing/lenses/093640.json +++ b/landing/lenses/093640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 33.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.65, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -653,11 +653,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 2.56, + "value": 3.81, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.51, + "contribution": 0.76, "sourceRef": "axes.자본구조" }, { @@ -673,11 +673,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 60.06, + "value": 60.03, "unit": "riskScore", "direction": "negative", "weight": 25, - "contribution": 15.02, + "contribution": 15.01, "sourceRef": "axes.채무상환능력" } ], @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/093640/axes/채무상환능력", "status": "derived", - "detail": "위험점수 60.06, 가중치 25%" + "detail": "위험점수 60.03, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/093640/axes/자본구조", "status": "derived", - "detail": "위험점수 2.56, 가중치 20%" + "detail": "위험점수 3.81, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 33.38, + "score": 35.65, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 33.97, + "score": 36.29, "assumptions": { "scenarioStress": "moderate" } @@ -852,51 +852,51 @@ "gradeHistory": [ { "period": "2026", - "score": 11.28, + "score": 12.03, "grade": "A+", "pdEstimate": 0.04 }, { "period": "2025", - "score": 40.64, + "score": 41.11, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2024", - "score": 43.17, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 41.52, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2023", - "score": 49.42, - "grade": "B+", - "pdEstimate": 4.0 + "score": 44.78, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2022", - "score": 24.36, + "score": 24.73, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2021", - "score": 18.27, + "score": 18.82, "grade": "A-", "pdEstimate": 0.08 }, { "period": "2020", - "score": 36.98, + "score": 36.72, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2019", - "score": 26.66, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 27.12, + "grade": "BBB-", + "pdEstimate": 0.4 } ], "coverage": { @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1557,7 +1557,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1579,7 +1579,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1597,15 +1597,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/093920.json b/landing/lenses/093920.json index 72871d78c861148d37491d93d41030ce646c673e..aa3e7182302df13219f39d98ea182328e34926d4 100644 --- a/landing/lenses/093920.json +++ b/landing/lenses/093920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094170.json b/landing/lenses/094170.json index 8ff6060e80e2cb783bffee7b274af42c72857468..7b2310ddf4741c68838084d6b683e308579c23ea 100644 --- a/landing/lenses/094170.json +++ b/landing/lenses/094170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,10 +1248,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094280.json b/landing/lenses/094280.json index f102dcfbff9ce0956cf4976e08a4d2fa98594a76..fbc7dc148a3e1394dfa6952ee8634d9ddcc71341 100644 --- a/landing/lenses/094280.json +++ b/landing/lenses/094280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094360.json b/landing/lenses/094360.json index 58e6df0436d14523cf08411ccc2c788ad7598c1b..308538134229f46e8fc6c91559beea51cb068ed7 100644 --- a/landing/lenses/094360.json +++ b/landing/lenses/094360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094480.json b/landing/lenses/094480.json index 222f7fbfeda22e40c805ba7c97f8d0b8922c6d84..66ae124d232b2b3338e5a1981bef8f5217458136 100644 --- a/landing/lenses/094480.json +++ b/landing/lenses/094480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 12.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 13.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1485,12 +1485,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4663da0e5a1a", + "target": "094480", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/094800.json b/landing/lenses/094800.json index 0a7195dff0aa1fd0db3c01fb5fccabe98699c46f..f98f430bedf5d126cf14f2f67b7552ff6454621d 100644 --- a/landing/lenses/094800.json +++ b/landing/lenses/094800.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/094820.json b/landing/lenses/094820.json index 0ce673f13f44ec8087c171c278ec010bb3f11682..f19655f664ca79036eb1483350f3ba3f804b56da 100644 --- a/landing/lenses/094820.json +++ b/landing/lenses/094820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,7 +907,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094840.json b/landing/lenses/094840.json index 60104fae8221c1b69b08b93fc169f4fbd873a1a7..f86811e3f758e3e2ed2d472bbf21865c3e465dc9 100644 --- a/landing/lenses/094840.json +++ b/landing/lenses/094840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094850.json b/landing/lenses/094850.json index 0530ae0626f1f49c92f04f1c7f72cccd934aaa8c..79f3efdbe50e57a27c5d6f153e9a1c731deb3280 100644 --- a/landing/lenses/094850.json +++ b/landing/lenses/094850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,10 +1107,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094860.json b/landing/lenses/094860.json index 92713d2877135bb1ea46c2e84b20f380acf982ed..8a14deb7565949bb0b5cb4f67840e8db5088a4fe 100644 --- a/landing/lenses/094860.json +++ b/landing/lenses/094860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1386,7 +1386,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1408,7 +1408,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1426,8 +1426,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/094940.json b/landing/lenses/094940.json index cf007ff17e96acf32f63d0308c07e2849886a116..d208ec31971793b879b00226143d36012cb835bd 100644 --- a/landing/lenses/094940.json +++ b/landing/lenses/094940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 7.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 9.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094970.json b/landing/lenses/094970.json index 85952737824aac66ac25cd9fe7ef556baf7b543c..b8fb472bfdc3d1157b8cf78b67cf43f34b95e888 100644 --- a/landing/lenses/094970.json +++ b/landing/lenses/094970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095190.json b/landing/lenses/095190.json index 7e171d6c9516dbeb2ce9747c3789382641290c37..eaa0f2d0612bdff2f992f56c0ef3424201c26cb0 100644 --- a/landing/lenses/095190.json +++ b/landing/lenses/095190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -556,18 +556,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 20.44, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 22.64, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -751,15 +751,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 20.44, + "grade": "dCR-BBB", + "score": 22.64, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 21.23, + "grade": "dCR-BBB", + "score": 23.48, "assumptions": { "scenarioStress": "moderate" } @@ -842,10 +842,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -987,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1026,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1046,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1095,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1157,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1176,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095270.json b/landing/lenses/095270.json index cb41b792f98470671458f7d991d2e3c4988608d9..3b2e9f5e47f4c4f9169ead4aef646fb56e632ead 100644 --- a/landing/lenses/095270.json +++ b/landing/lenses/095270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095340.json b/landing/lenses/095340.json index 44824317a75b355000dd9314c3175d6d9625c3a4..354dd71a3aeff7a2185d5ea0d3c854bdb91c5bd9 100644 --- a/landing/lenses/095340.json +++ b/landing/lenses/095340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1500,12 +1500,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2d37f0cd5f9d", + "target": "095340", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.547 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/095500.json b/landing/lenses/095500.json index d7e8e78df9ea6a75b1ebf1ea735c12630997701b..080050588200803b085adc39a4965c693c0d6503 100644 --- a/landing/lenses/095500.json +++ b/landing/lenses/095500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,7 +923,7 @@ "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 7.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,8 +1098,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,10 +1151,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095570.json b/landing/lenses/095570.json index e2bcc9570ce3736dba55dc6102d34227584cc1cf..74ea3dfa7330e7b63b4f0cb6da73d38f3a63c52f 100644 --- a/landing/lenses/095570.json +++ b/landing/lenses/095570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095610.json b/landing/lenses/095610.json index 066c04c05c8baa4786d8d69b4c6e80621b338922..03ba612e8b0f248e56e6c807ef497da7da8cece9 100644 --- a/landing/lenses/095610.json +++ b/landing/lenses/095610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-AA+", - "summary": "dCR 위험점수 4.46, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA", + "summary": "dCR 위험점수 5.08, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA+", - "score": 4.46, + "grade": "dCR-AA", + "score": 5.08, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA+", - "score": 4.84, + "grade": "dCR-AA", + "score": 5.63, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.01, + "pdEstimate": 0.02, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095660.json b/landing/lenses/095660.json index 4a03092ff06da185ab9ac2bdc2ac9d3d6d4f1aff..2da87585c7a88905c887e3a6452fc91fbef3183b 100644 --- a/landing/lenses/095660.json +++ b/landing/lenses/095660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f73025ca9455", - "target": "095660", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/095700.json b/landing/lenses/095700.json index eeee467b920b36cba0978d4609f51e71c73f9138..ae9a060f7a77f01a682f27bc6d77065c55a5e0a8 100644 --- a/landing/lenses/095700.json +++ b/landing/lenses/095700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 83.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 81.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -981,15 +981,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", @@ -1007,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,17 +1052,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1129,7 +1129,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1138,7 +1138,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1151,10 +1151,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1170,10 +1170,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095720.json b/landing/lenses/095720.json index 448939c823aefc2270dded12b12ee3e2c58f1542..8f9a240bdb5168d35c3c75007b342b9aa53457e4 100644 --- a/landing/lenses/095720.json +++ b/landing/lenses/095720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 16.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 16.70%). 최근 주가 하락이 반영된 결과", "D/EBITDA 23.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095910.json b/landing/lenses/095910.json index 56536c228f2558722a659ba1d76afdae78de11db..35cd4142687e2552540a610b92e0f8756460ed12 100644 --- a/landing/lenses/095910.json +++ b/landing/lenses/095910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 49.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,7 +1129,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", @@ -1151,7 +1151,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096040.json b/landing/lenses/096040.json index 39e4c21fd6a31d8156bea2ef4ac32d59f5a61f0d..d52cf97afc401da1c6c52d283da65fbc35edbdcb 100644 --- a/landing/lenses/096040.json +++ b/landing/lenses/096040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096240.json b/landing/lenses/096240.json index d40fd5221b6ceb1f6ccdd34a395a5b63ddcb930c..74758c87ab55eaff34f3b8105054e5bf7930ca7c 100644 --- a/landing/lenses/096240.json +++ b/landing/lenses/096240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 경기관련소비재 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096250.json b/landing/lenses/096250.json index b62611ed753e9f4eb80407b9112c0ec43f6894cc..ab1ff25063605cb0b37183fbd7b64097aba3d739 100644 --- a/landing/lenses/096250.json +++ b/landing/lenses/096250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,7 +812,7 @@ "divergenceExplanation": [ "현금흐름 축이 47점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1153,10 +1153,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096350.json b/landing/lenses/096350.json index 49381bd0694d21de7727f814c84d48a8993e062e..2befbe92de2536399270b2012fe3e297f48e8944 100644 --- a/landing/lenses/096350.json +++ b/landing/lenses/096350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 11.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 13.22%). 최근 주가 하락이 반영된 결과", "D/EBITDA 119.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096530.json b/landing/lenses/096530.json index ea9a5563b4e2580ae2927002d22216a6383f0c6e..f6c0f3eefbdf43660afd3fde322fb1b0e866096a 100644 --- a/landing/lenses/096530.json +++ b/landing/lenses/096530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096610.json b/landing/lenses/096610.json index b946c48edc732f1118edcd25ac3df1f8906f5c9b..96f3e5f99e486fcb6d817b4b0622ad3e49d5c810 100644 --- a/landing/lenses/096610.json +++ b/landing/lenses/096610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-02", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,7 +1128,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-02", "period": "2025", "status": "derived", @@ -1150,7 +1150,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-02", "period": "2025", "status": "observed", @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096630.json b/landing/lenses/096630.json index e0fe6d412dea5f9a13d7fde911cc2ada7ec91aac..06729d063daeaf4be43c450cb55e5d46eb3fa900 100644 --- a/landing/lenses/096630.json +++ b/landing/lenses/096630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 30점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:46e321f5c32d", - "target": "096630", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.612 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/096640.json b/landing/lenses/096640.json index 94639f04c0fdd7fad6cbdefbf30fbc31cf6f8ba0..f963d9c847ef86e7dad80c11c6c03984a6b92306 100644 --- a/landing/lenses/096640.json +++ b/landing/lenses/096640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2023", "status": "derived", @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,10 +1235,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096690.json b/landing/lenses/096690.json index 419bb0f8713e063ef0539f41a317c218ab7b8af2..c9e3a181f582fa71f80ea1b376692b5bbb135ff5 100644 --- a/landing/lenses/096690.json +++ b/landing/lenses/096690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 81점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 18.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 17.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096760.json b/landing/lenses/096760.json index a02a6eda122d7495b8e22a1531c17b86e9c41211..3e0d82421994ce6d761aef3eb3b2b48a4d1ef63f 100644 --- a/landing/lenses/096760.json +++ b/landing/lenses/096760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096770.json b/landing/lenses/096770.json index 679938346bd58e885b930d9ca125e6a79b9c9e37..4dd5050e9f58ef65e52141d67f857eefa53ea822 100644 --- a/landing/lenses/096770.json +++ b/landing/lenses/096770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 33.18, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 34.50, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 33.18, + "score": 34.5, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 33.89, + "score": 35.11, "assumptions": { "scenarioStress": "moderate" } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096870.json b/landing/lenses/096870.json index d27007a38e0452e1c3b6baa412f8cae4c05302b1..bc7ddedd316c349c9a2f3a4011e527593222f0f2 100644 --- a/landing/lenses/096870.json +++ b/landing/lenses/096870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097230.json b/landing/lenses/097230.json index d27239be1ada035ce98a6c7c048eeacad843e476..72eaabce825953612fd462e04bf11d07dcaa0de8 100644 --- a/landing/lenses/097230.json +++ b/landing/lenses/097230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1505,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/097520.json b/landing/lenses/097520.json index e336deec787002ce8628d4ae90f453f8bc771fb6..a86b6c68b90349311e58a88b001aae058d60eefd 100644 --- a/landing/lenses/097520.json +++ b/landing/lenses/097520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5848fc21dc08", + "target": "097520", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.73 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/097780.json b/landing/lenses/097780.json index 1ced54adf0e73dccea7065bec8ed17ba13af28a9..472d2887e45031d593f76c8c19d1cfd7b72d0e1e 100644 --- a/landing/lenses/097780.json +++ b/landing/lenses/097780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097800.json b/landing/lenses/097800.json index ab60e90957ef68e2d1d68fcbc7ef52293b9c896f..58e4c2eefdaecbbba587ef4f2d57cffceddd9e44 100644 --- a/landing/lenses/097800.json +++ b/landing/lenses/097800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 11.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 13.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,10 +1113,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,10 +1249,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097870.json b/landing/lenses/097870.json index 472215479911d3c7844279afc600b647094f65fd..abdf577f09549f0990937447fc7186fe5ac32701 100644 --- a/landing/lenses/097870.json +++ b/landing/lenses/097870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097950.json b/landing/lenses/097950.json index 6e43c3b8eda4e5bfb37ac5eba66e1066f27afd6b..b34794ec08a0ddbc694ce399628a28d08ab225e1 100644 --- a/landing/lenses/097950.json +++ b/landing/lenses/097950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ }, "divergenceExplanation": [ "유동성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,10 +1288,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1562,12 +1562,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:bf0965bf88c4", + "target": "097950", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.438 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/098070.json b/landing/lenses/098070.json index 7f95d79f27af55782124219a5f5015ab2510431c..57b70fa4b0cc2cb5c6422cf4c0d2eb1951272368 100644 --- a/landing/lenses/098070.json +++ b/landing/lenses/098070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -540,7 +540,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098120.json b/landing/lenses/098120.json index 9aca4a42a1454dc3e070dabb57e9cb2bb78fb519..346b1c3c8f675e87a86b19e2067b71e7f6ccc59d 100644 --- a/landing/lenses/098120.json +++ b/landing/lenses/098120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 4.22, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 4.75, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 4.22, + "score": 4.75, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA+", - "score": 4.24, + "score": 4.77, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098460.json b/landing/lenses/098460.json index b5146f80822f8ab7b8a8791ca395177453ec7203..8d15a735daa5ac2ff060e5eed605b5eb631dafc0 100644 --- a/landing/lenses/098460.json +++ b/landing/lenses/098460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098660.json b/landing/lenses/098660.json index 0711dd44c49279a43bf545d938fc2164000f2923..7f03e9ed2ec03550a258f0dcae1b29427bf8bc0d 100644 --- a/landing/lenses/098660.json +++ b/landing/lenses/098660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/099190.json b/landing/lenses/099190.json index 69f740e90abf6799ab0ee4161d3c7126cb4e0beb..cc46f2a451030d63d14c0d82c68ea0a7947baf26 100644 --- a/landing/lenses/099190.json +++ b/landing/lenses/099190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099220.json b/landing/lenses/099220.json index fd05a91e62e5946e4bffd4c5d8e9823e44148b58..3548b909dc5a23d03f735503a1ae34decbb6a147 100644 --- a/landing/lenses/099220.json +++ b/landing/lenses/099220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.94%). 최근 주가 하락이 반영된 결과", "D/EBITDA 36.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099320.json b/landing/lenses/099320.json index e20e915adba54debbfaa9cc4eca17fa9525c736a..c0b4aecac5d478f9ebc1231a03bed5a91a74996f 100644 --- a/landing/lenses/099320.json +++ b/landing/lenses/099320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/099390.json b/landing/lenses/099390.json index 67468508f5e38488d8a38526b1d4883663ee95e9..f82ef47095c26c84d1b12d9ba7a90eb4a231e4f5 100644 --- a/landing/lenses/099390.json +++ b/landing/lenses/099390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -571,18 +571,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-AA-", - "summary": "dCR 위험점수 8.37, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 8.41, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,12 +672,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/099390/axes/자본구조", "status": "derived", - "detail": "위험점수 0.47, 가중치 20%" + "detail": "위험점수 0.59, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -767,14 +767,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA-", - "score": 8.37, + "score": 8.41, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA-", - "score": 8.78, + "score": 8.83, "assumptions": { "scenarioStress": "moderate" } @@ -802,31 +802,31 @@ "gradeHistory": [ { "period": "2026", - "score": 0.21, + "score": 0.32, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 6.75, + "score": 6.83, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2024", - "score": 0.49, + "score": 0.56, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 0.7, + "score": 0.81, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2022", - "score": 0.13, + "score": 0.19, "grade": "AAA", "pdEstimate": 0.0 } @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099410.json b/landing/lenses/099410.json index a96d6b63723868f26e8f507b170f548a72b9d076..c8da67a0a9436a888d05bac8f72ca290414ae21f 100644 --- a/landing/lenses/099410.json +++ b/landing/lenses/099410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 5.88, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 6.88, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -826,14 +826,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 5.88, + "score": 6.88, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 7.39, + "grade": "dCR-AA-", + "score": 8.39, "assumptions": { "scenarioStress": "moderate" } @@ -849,6 +849,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -933,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1079,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1132,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1219,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099430.json b/landing/lenses/099430.json index bff5e9d48cc21080fa93ef21c8039496ba60c7a2..83397862e5a4551943e73a081b9038cda80f0d46 100644 --- a/landing/lenses/099430.json +++ b/landing/lenses/099430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,7 +849,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 5.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 5.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -864,14 +864,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -991,19 +991,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1024,8 +1024,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,17 +1070,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1115,7 +1115,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1149,7 +1149,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1158,7 +1158,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1393,12 +1393,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f4ee23469b70", + "target": "099430", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/099440.json b/landing/lenses/099440.json index 0d00f00e8671914996669f28d8da5ff353e67149..330754785f9ab17499493d0d982f9d8b914e9132 100644 --- a/landing/lenses/099440.json +++ b/landing/lenses/099440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099520.json b/landing/lenses/099520.json index 5f76fa31f9a918634b9e45374fcd602c04ed82b7..c7df1d1a5847827b7e884bfbc6adc6b6e56c8bdb 100644 --- a/landing/lenses/099520.json +++ b/landing/lenses/099520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099750.json b/landing/lenses/099750.json index 8b364d1961d5f2f700390c5eed6fc8a5435fe4e9..b83391d6ebd5b562ef1715913b608666a7db8adc 100644 --- a/landing/lenses/099750.json +++ b/landing/lenses/099750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100030.json b/landing/lenses/100030.json index 926a8b718231fd952569d8712ccca6c83a79ac85..723e089a96d4eadea3f8fcba59d6f34e32ba10e8 100644 --- a/landing/lenses/100030.json +++ b/landing/lenses/100030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100090.json b/landing/lenses/100090.json index ee8369e9e4cc57cca241366269f8286877e21de8..b7f2eb3a009dc21786c3f1340555d2332cf2ccef 100644 --- a/landing/lenses/100090.json +++ b/landing/lenses/100090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 13.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/100120.json b/landing/lenses/100120.json index 2abc3e3fdb9078903f4f2aae5b067acd63427cfe..1aaf66316939a0095bab7ddee49ace57c81a86e6 100644 --- a/landing/lenses/100120.json +++ b/landing/lenses/100120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100130.json b/landing/lenses/100130.json index fd652e333f45b53caa93a34a913ade6a5355532e..d827a22efef9c6d9056177bac35444b9de9fe79b 100644 --- a/landing/lenses/100130.json +++ b/landing/lenses/100130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -198,7 +198,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2017", "status": "derived", @@ -424,13 +424,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -642,14 +642,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -764,10 +764,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -797,8 +797,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -810,7 +810,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -830,8 +830,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -850,10 +850,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -863,7 +863,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -888,7 +888,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -990,10 +990,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1008,10 +1008,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1022,7 +1022,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1046,7 +1046,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100220.json b/landing/lenses/100220.json index 2d4292d301ec89d996b2a1b96dba1c7eee780b28..7d09699dcbe9246d9937245f9ac343a7f81ff4a0 100644 --- a/landing/lenses/100220.json +++ b/landing/lenses/100220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/100250.json b/landing/lenses/100250.json index 9309cd326daf15278d989c0f5d526adc6caa7ff3..3fdc3532bb5f1b24dfebd46478c3b12cc2fcd5dc 100644 --- a/landing/lenses/100250.json +++ b/landing/lenses/100250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100590.json b/landing/lenses/100590.json index b33a6c79fdf5465662b20d4773d1f506a96a011b..efc3c75e5d511aaceeb26e7b5a7dd5354fe57fa0 100644 --- a/landing/lenses/100590.json +++ b/landing/lenses/100590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1065,8 +1065,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100660.json b/landing/lenses/100660.json index fdf64ec31ce64404dede0363792ecf5785d218e8..2422b9e378d49390c4660bf7d93d3d9a5907dde5 100644 --- a/landing/lenses/100660.json +++ b/landing/lenses/100660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -222,7 +222,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -243,7 +243,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -279,7 +279,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -300,7 +300,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -597,13 +597,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1048,8 +1048,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1061,8 +1061,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1079,10 +1079,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100700.json b/landing/lenses/100700.json index 0d8c4c2ebd6afb22eec879625e70456de96de95c..28a847b62c946cb670bb31c90f70c80dd4268bce 100644 --- a/landing/lenses/100700.json +++ b/landing/lenses/100700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100790.json b/landing/lenses/100790.json index 7092ac2b46ec17565dfeb5f1b3061cf4265c527e..7398b5a2ed5af4fa1e28033a06ccd9ca58aca3ba 100644 --- a/landing/lenses/100790.json +++ b/landing/lenses/100790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -810,8 +810,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -823,7 +823,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -843,8 +843,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -862,10 +862,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -875,7 +875,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -892,7 +892,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -973,10 +973,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -996,7 +996,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100840.json b/landing/lenses/100840.json index 779ca4fc329c06a4f3ec51a44b6449afd08a4c05..5462814451454a25b399043c5158c9c70827f58d 100644 --- a/landing/lenses/100840.json +++ b/landing/lenses/100840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1047,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1205,7 +1205,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1661,12 +1661,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6e92253fe2c5", + "target": "100840", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/101000.json b/landing/lenses/101000.json index 7f1a5c2bd6615378d551cc696d39e17aea66f42a..9707cf4730dc79f646ee55aafbf32629cef01d69 100644 --- a/landing/lenses/101000.json +++ b/landing/lenses/101000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101140.json b/landing/lenses/101140.json index 48acec5df49e16d407f7befb7e3be6327be4e5e3..68405af11a033aac9796fdf01e0983618d918855 100644 --- a/landing/lenses/101140.json +++ b/landing/lenses/101140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -914,8 +914,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -927,8 +927,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -945,10 +945,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -958,7 +958,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -967,7 +967,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1081,10 +1081,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1095,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1119,7 +1119,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101160.json b/landing/lenses/101160.json index 65fe9c94240f63fb7a4cec225a258c351840e9ad..00be58849a773c74021abc5f31f9512fb0d48473 100644 --- a/landing/lenses/101160.json +++ b/landing/lenses/101160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101170.json b/landing/lenses/101170.json index 621955823a4bb5bf3d11e709f606fef2e4a9ed8a..9950c6dc152f284dae3ebd1f486c1601cb24419d 100644 --- a/landing/lenses/101170.json +++ b/landing/lenses/101170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 32점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101240.json b/landing/lenses/101240.json index 7ac4a9b75bcadf2bec6bc9dacda1146d723a6203..8d1421484b7fa1eddb520a4324ae32c5d0b48bc8 100644 --- a/landing/lenses/101240.json +++ b/landing/lenses/101240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101330.json b/landing/lenses/101330.json index 8765f47f9548ee73ec7f883d4ef98a1e030cd7e4..be44f365c16191199ab04cbcb3c955684c63f400 100644 --- a/landing/lenses/101330.json +++ b/landing/lenses/101330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.88, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 29.13, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.88, + "grade": "dCR-BBB-", + "score": 29.13, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 28.74, + "score": 30.99, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,10 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101360.json b/landing/lenses/101360.json index f23847172c48c11bf80051abeaef2f9d91a0d4db..c24f095400c0754ef3d8fd57ee230f71f51bf745 100644 --- a/landing/lenses/101360.json +++ b/landing/lenses/101360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1506,7 +1506,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1528,7 +1528,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1546,8 +1546,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/101390.json b/landing/lenses/101390.json index 1eb340999c4835ab859afd84c23d22ed46311dd9..c7f6c74edd35ecf3f36b17ea3ad124b906ad6cbb 100644 --- a/landing/lenses/101390.json +++ b/landing/lenses/101390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-30", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-30", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-30", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101400.json b/landing/lenses/101400.json index 348a4684314a78a3d91a3ad8ebd139be376f10b4..6ba0121755d89409b8c724b990bbac602ab88ad2 100644 --- a/landing/lenses/101400.json +++ b/landing/lenses/101400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1548,88 +1548,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:58ab58bc6299", - "target": "101400", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/101490.json b/landing/lenses/101490.json index b97b128703c543c64c68a5c783d93ec35e3b98bf..422071e958976ec60b1b9074f9b72c58a6f79f62 100644 --- a/landing/lenses/101490.json +++ b/landing/lenses/101490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101530.json b/landing/lenses/101530.json index 6c076ea613f4e2af0ee3a75907f4562b5cb0033c..b672a76b10b8a977a3f54d30599fe2f20b0b0fa7 100644 --- a/landing/lenses/101530.json +++ b/landing/lenses/101530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2022", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-16", "period": "2025", "status": "derived", @@ -1130,7 +1130,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-16", "period": "2025", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101670.json b/landing/lenses/101670.json index 93bf6bdc6c24d59f0af60fa482625ec1ca9d94c8..b5d05521957743e58168d7f6fc6822c68f8866bc 100644 --- a/landing/lenses/101670.json +++ b/landing/lenses/101670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 198.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 201.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -978,19 +978,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1004,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1049,17 +1049,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101680.json b/landing/lenses/101680.json index 7f51045372e313ca616405f2769e316eb3f40e56..16c22a64cb7e00e25d31bb6bb12f19739d8f92aa 100644 --- a/landing/lenses/101680.json +++ b/landing/lenses/101680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -846,7 +846,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1007,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1038,10 +1038,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101730.json b/landing/lenses/101730.json index 6a736494ccfde31e1d5c60b178b1db14d00b38a1..18df295244b332f925ab56cf77f146e80e39602f 100644 --- a/landing/lenses/101730.json +++ b/landing/lenses/101730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101930.json b/landing/lenses/101930.json index 8e427b8ace3a18a00c0c6493582a67ba77235d19..0af839d501b02ec6deb7a15d17c0e9fac823b734 100644 --- a/landing/lenses/101930.json +++ b/landing/lenses/101930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101970.json b/landing/lenses/101970.json index 7b7ac5126cb51a8fd730df9b2f679daf7142cb86..841c5d088a8764f305410e6d58bd7c65d5f4bb76 100644 --- a/landing/lenses/101970.json +++ b/landing/lenses/101970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102120.json b/landing/lenses/102120.json index 1f2ff24a7ae03f01fed820c9338381e6fbce62ed..232c6b2459fb962c2384f62d6f76e81c717cd096 100644 --- a/landing/lenses/102120.json +++ b/landing/lenses/102120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 9.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1548,12 +1548,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:334acbb65794", + "target": "102120", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.306 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/102210.json b/landing/lenses/102210.json index 2b432c36e7aba88c0a5ee4bf41f62cd210368f33..57d6c9b7add64e0c75fd664ec7a269f1cc3d3f9c 100644 --- a/landing/lenses/102210.json +++ b/landing/lenses/102210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102260.json b/landing/lenses/102260.json index 5440fc033746a4528b0a6802c2e4e27329cf007d..60bcb170bad7f63210e783a43d7e546b7bdfd280 100644 --- a/landing/lenses/102260.json +++ b/landing/lenses/102260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,15 +1056,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1599,12 +1599,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f7429957042d", + "target": "102260", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/102280.json b/landing/lenses/102280.json index c6cd71450d2bb8cfbd04e3662b94d8f2c4f65081..9706d4793a2cd564b7cd6f724a3876aacdf3a670 100644 --- a/landing/lenses/102280.json +++ b/landing/lenses/102280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-11-27", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-11-27", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-11-27", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102370.json b/landing/lenses/102370.json index aa76b0a730024c219111838c0120ab7bb8f0f58c..1d96c000cd964c88862763cfa0e337a3f31d0cc6 100644 --- a/landing/lenses/102370.json +++ b/landing/lenses/102370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -916,10 +916,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1004,8 +1004,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1096,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1115,10 +1115,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,10 +1142,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1160,10 +1160,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102460.json b/landing/lenses/102460.json index 52c73a46d864658cc993c1632639a12c96fece44..7afe095c1cb79eedd2b0b9f21291d9d8cabfc219 100644 --- a/landing/lenses/102460.json +++ b/landing/lenses/102460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f543077776bc", - "target": "102460", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/102710.json b/landing/lenses/102710.json index 60fd9c498d02001b08ac4535a149280a4e640269..1ba26e394bd1665f4687105b150dc791131af775 100644 --- a/landing/lenses/102710.json +++ b/landing/lenses/102710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.61%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ed2df753264c", + "target": "102710", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.654 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/102940.json b/landing/lenses/102940.json index 1624c34aff07722dd0a9da08045af45940a8fea8..cd509023f5691ae4078824391a2f1560eb53073e 100644 --- a/landing/lenses/102940.json +++ b/landing/lenses/102940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 19.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 21.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1564,7 +1564,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1586,7 +1586,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1604,8 +1604,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/102950.json b/landing/lenses/102950.json index 8afc68a92ade0e09a1fd053d37f0d7a76d1a75e6..a7a71475792361832ab223582ad9fb7752d0d5ef 100644 --- a/landing/lenses/102950.json +++ b/landing/lenses/102950.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103140.json b/landing/lenses/103140.json index 67ed896496b1af86b4b5f3833d26e31d0f6853dc..65d00bc9042af0473c566cc83652c1d0ad65aed6 100644 --- a/landing/lenses/103140.json +++ b/landing/lenses/103140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -536,13 +536,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -755,14 +755,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -882,10 +882,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -928,7 +928,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -948,8 +948,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1081,10 +1081,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103160.json b/landing/lenses/103160.json index 95a1e5cb2bde80ab4e9cb75e197d6dbe497d9325..b933b820786fc73691a4fd586ef56c542e0cbe8c 100644 --- a/landing/lenses/103160.json +++ b/landing/lenses/103160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,10 +1233,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103230.json b/landing/lenses/103230.json index 57c0b57eae1c54e57311e55588c60d502a632b36..a7f280611aaac847def0e045fc8ee051d3671f51 100644 --- a/landing/lenses/103230.json +++ b/landing/lenses/103230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103590.json b/landing/lenses/103590.json index c436c7ddc7e6f54d0c66da184e33499ed266114f..47b99802e742192423ffbfb70a12ea07b9135919 100644 --- a/landing/lenses/103590.json +++ b/landing/lenses/103590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2018", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 14.95, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 17.51, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 14.95, + "grade": "dCR-A-", + "score": 17.51, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 16.12, + "score": 18.75, "assumptions": { "scenarioStress": "moderate" } @@ -838,11 +838,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -910,10 +905,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", @@ -1081,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1163,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1197,13 +1193,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1212,7 +1208,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1225,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1244,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103840.json b/landing/lenses/103840.json index 8cd87743e6f5ccebcbfe42ecc247fcf77e41c8c1..ed3fdf08e91a0e60fe71817e8e34835209c1ca94 100644 --- a/landing/lenses/103840.json +++ b/landing/lenses/103840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 73점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 29.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 29.86%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,10 +1204,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104040.json b/landing/lenses/104040.json index 520f9396fe49cbfcb5bcb3b46db3538b23e8a07e..d5b4faa713d75aec04256274ba6d34a4133fd209 100644 --- a/landing/lenses/104040.json +++ b/landing/lenses/104040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104200.json b/landing/lenses/104200.json index 5f6a582e867b3086261a779e59593079827788b8..45ce6732cc846b333153f17d7c789dca93abe32e 100644 --- a/landing/lenses/104200.json +++ b/landing/lenses/104200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,18 +632,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 10.94, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 12.51, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -664,11 +664,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 1.74, + "value": 2.24, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.35, + "contribution": 0.45, "sourceRef": "axes.자본구조" }, { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -733,12 +733,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 IT 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -783,7 +783,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/104200/axes/자본구조", "status": "derived", - "detail": "위험점수 1.74, 가중치 20%" + "detail": "위험점수 2.24, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -828,14 +828,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 10.94, + "score": 12.51, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 12.73, + "grade": "dCR-A", + "score": 13.04, "assumptions": { "scenarioStress": "moderate" } @@ -851,6 +851,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -863,49 +868,49 @@ "gradeHistory": [ { "period": "2026", - "score": 3.04, + "score": 3.78, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2025", - "score": 3.67, + "score": 4.42, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2024", - "score": 7.0, + "score": 7.75, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2023", - "score": 18.64, + "score": 18.94, "grade": "A-", "pdEstimate": 0.08 }, { "period": "2022", - "score": 8.93, + "score": 9.18, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2021", - "score": 3.11, + "score": 3.39, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2020", - "score": 18.68, + "score": 18.99, "grade": "A-", "pdEstimate": 0.08 }, { "period": "2019", - "score": 10.88, + "score": 11.31, "grade": "A+", "pdEstimate": 0.04 } @@ -921,6 +926,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1081,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1094,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1120,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1134,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1221,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104460.json b/landing/lenses/104460.json index 8b85e30d5615ce0a4b85512e224b3735dd7152e0..93c614dfc4681aab0ef5fe4560fc6c24e0e0bcba 100644 --- a/landing/lenses/104460.json +++ b/landing/lenses/104460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "현금흐름 축이 49점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1474,7 +1474,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1496,7 +1496,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1514,8 +1514,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/104480.json b/landing/lenses/104480.json index 0222785e7039b9072488e63b966862e7c20df14e..5eaa0aa62df30cbffdf60c63a526fdac659d1b64 100644 --- a/landing/lenses/104480.json +++ b/landing/lenses/104480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104540.json b/landing/lenses/104540.json index 0c1f56b9a60a0bd17db5db2bb53411a7dc1c47ba..1742bcb234399cf15fd46992f8c89fe963e57775 100644 --- a/landing/lenses/104540.json +++ b/landing/lenses/104540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104620.json b/landing/lenses/104620.json index 62b494152a2213075bceea63ffc46b302994bae6..4f0acc7841c21f4b559b3b0ff80cc48cde33d255 100644 --- a/landing/lenses/104620.json +++ b/landing/lenses/104620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -955,10 +955,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -981,7 +981,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1046,7 +1046,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1063,7 +1063,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1144,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,10 +1171,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1189,10 +1189,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104700.json b/landing/lenses/104700.json index 403778f26009c6a8a4dc798f90f91d364bab1d7e..4bbece483ae7afe4ebdb02344bdb23b3de85fe33 100644 --- a/landing/lenses/104700.json +++ b/landing/lenses/104700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104830.json b/landing/lenses/104830.json index d5e5581c99e9f488da626fdd80e1ea658337df8f..9000ab6f489c86e8253ff934608df6b355d167a3 100644 --- a/landing/lenses/104830.json +++ b/landing/lenses/104830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105330.json b/landing/lenses/105330.json index c77cff7320bf4d353cac7e1dff193b570b9927ee..36da5851c4834dea2bb43c4aad75b9793a02c73c 100644 --- a/landing/lenses/105330.json +++ b/landing/lenses/105330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fabde4159e53", - "target": "105330", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2024", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.299 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/105550.json b/landing/lenses/105550.json index 2a8cfa37f880d9a5b2926c21d17ceab8b3646b0b..dc7f6ea104260915b695ac2080890d320d2299df 100644 --- a/landing/lenses/105550.json +++ b/landing/lenses/105550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 341.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 359.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105560.json b/landing/lenses/105560.json index e90e1ef36dbb37b4196c76ff16d21f58fd3c86f0..a935b8fa384fb3c6c508ab19c9fb91012526951e 100644 --- a/landing/lenses/105560.json +++ b/landing/lenses/105560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1168,7 +1168,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1186,8 +1186,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/105630.json b/landing/lenses/105630.json index 72d74777f87d0c2446b7af2e104a8e67e82713aa..bbf9be95e8bac637f52abc2aaa33196b315ac4fe 100644 --- a/landing/lenses/105630.json +++ b/landing/lenses/105630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105740.json b/landing/lenses/105740.json index e9dab675fb2adc2141a4881f4f2343b6896b3e52..787734a7f203f45e2acf906107a4e7e212566c7a 100644 --- a/landing/lenses/105740.json +++ b/landing/lenses/105740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105760.json b/landing/lenses/105760.json index 15e14a23860df99a22d68397b4681cca4e84d8c5..41def7410e4c9c66d4eea4a589f0790a3cebbbf5 100644 --- a/landing/lenses/105760.json +++ b/landing/lenses/105760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -989,7 +989,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105840.json b/landing/lenses/105840.json index bccce9fd83a098e26760628eb439370aa260fc69..ae29f7b478aceaa09543ba86a1e0aa765e1d6823 100644 --- a/landing/lenses/105840.json +++ b/landing/lenses/105840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 49점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106080.json b/landing/lenses/106080.json index 70adba631052b7bddf59d8555474bd044186641c..19b1ee296a1cce11f507d272683f2bbf8544e441 100644 --- a/landing/lenses/106080.json +++ b/landing/lenses/106080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "유동성 축이 84점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 178.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 177.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-04-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-04-16", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-04-16", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106190.json b/landing/lenses/106190.json index 26b61e4014e6d0f3d4c10fd3698320edf121165b..5897644a67c0e170dde0951795ea44fe04c521be 100644 --- a/landing/lenses/106190.json +++ b/landing/lenses/106190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -924,7 +924,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106240.json b/landing/lenses/106240.json index 225d372ad5fe6faa4d294d2f2f7ed63b9c28aea8..a7f80af1ffef41924daeab174471410abb944ee7 100644 --- a/landing/lenses/106240.json +++ b/landing/lenses/106240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 48.88, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 45.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 48.88, + "grade": "dCR-BB-", + "score": 45.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 49.57, + "grade": "dCR-BB-", + "score": 45.92, "assumptions": { "scenarioStress": "moderate" } @@ -908,11 +908,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 4.0, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 10.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1049,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1095,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1248,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1331,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1347,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1671,7 +1670,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1693,7 +1692,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1711,8 +1710,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/106520.json b/landing/lenses/106520.json index 1e95af9fa17f71c1b014f5c7159c5ea83138412f..dec489f51ea5f427551355040c6b999e40e69236 100644 --- a/landing/lenses/106520.json +++ b/landing/lenses/106520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-30", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-30", "period": null, "status": "derived", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-30", "period": null, "status": "observed", @@ -1119,10 +1119,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1138,10 +1138,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/107590.json b/landing/lenses/107590.json index 975160057afba6dc6c705aa381acf5b2fe60e9cd..89c1074dbcbcc391e8984cccd9c9dfbc4fb1b2aa 100644 --- a/landing/lenses/107590.json +++ b/landing/lenses/107590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,10 +1120,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1138,10 +1138,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1482,88 +1482,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:27aac87834f3", - "target": "107590", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.456 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/107600.json b/landing/lenses/107600.json index 786d7bfe74358af8b54079907668ba95a6ae640e..75d73779929e8801629d06198f79a95b83273728 100644 --- a/landing/lenses/107600.json +++ b/landing/lenses/107600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,13 +310,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -581,7 +581,7 @@ "divergenceExplanation": [ "현금흐름 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -596,14 +596,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -723,10 +723,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -742,8 +742,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -755,8 +755,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -773,10 +773,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -863,10 +863,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -882,10 +882,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/107640.json b/landing/lenses/107640.json index e59fe5de6e6177d0b781d6f32fd731bd65d9ef9f..0775244dfa845b77a8e23a2a9a8f5dbea6ec6ea7 100644 --- a/landing/lenses/107640.json +++ b/landing/lenses/107640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -324,18 +324,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.21, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 33.46, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -392,7 +392,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -411,7 +411,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -430,7 +430,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -449,7 +449,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,15 +518,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 31.21, + "grade": "dCR-BB+", + "score": 33.46, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 31.76, + "grade": "dCR-BB+", + "score": 34.01, "assumptions": { "scenarioStress": "moderate" } @@ -609,10 +609,11 @@ "weightCoverage": 85.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 9.51%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -629,14 +630,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -756,10 +757,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -802,7 +803,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -822,8 +823,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -844,8 +845,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -880,7 +881,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -936,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -955,10 +956,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -982,10 +983,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -996,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1020,7 +1021,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108230.json b/landing/lenses/108230.json index 4b91c14d2ddfdf0648dd5c972adf57901c66658e..62db8cb3e93774601a1c0559a5b46ff58ab3c47c 100644 --- a/landing/lenses/108230.json +++ b/landing/lenses/108230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108320.json b/landing/lenses/108320.json index 73d62c2325522f7be1a2b613c7ea0453c501cbf4..7bf283425ec75870aa1b7b5a00409e77a3cbdacd 100644 --- a/landing/lenses/108320.json +++ b/landing/lenses/108320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1547,88 +1547,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7f3da21ea87f", - "target": "108320", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.645 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/108380.json b/landing/lenses/108380.json index 6d206e630abdc5fe61dc6349c8370718468bb870..c356e5183336837e9a814ab2544ca81f820a7579 100644 --- a/landing/lenses/108380.json +++ b/landing/lenses/108380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/108490.json b/landing/lenses/108490.json index d4b4d9b18097979675697b9ba5ca9066bf4abacf..2736e23d388b585b83bc28f299e2540159a03c73 100644 --- a/landing/lenses/108490.json +++ b/landing/lenses/108490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -700,12 +700,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1035,19 +1035,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1068,8 +1068,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1114,17 +1114,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1193,7 +1193,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1202,7 +1202,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1437,12 +1437,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ba1fe7f2d36f", + "target": "108490", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/108670.json b/landing/lenses/108670.json index 0693486b7040641b8b0e59b9f988b8b7fde9e8d6..bd5b570b931d28786756578ae8bae7cee636e139 100644 --- a/landing/lenses/108670.json +++ b/landing/lenses/108670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 22.33, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 25.28, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 22.33, + "score": 25.28, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 23.29, + "score": 26.1, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108860.json b/landing/lenses/108860.json index b53d88545e70fe2bcb85bc74855be4e8f779b3b4..e66738cadb89f8e821a704549c551d2b8c45b478 100644 --- a/landing/lenses/108860.json +++ b/landing/lenses/108860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109070.json b/landing/lenses/109070.json index 1cfd6a4ff0135416807b212a874a17171bc7c9f6..edd8081f332800028d98b8226c8a29c2f2fbc72b 100644 --- a/landing/lenses/109070.json +++ b/landing/lenses/109070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109080.json b/landing/lenses/109080.json index e337ba8c6aca874f34fecd164fe6ffb5d4a5559c..a9ba39c413b79ebc8740e2a6b7572d4f375169c5 100644 --- a/landing/lenses/109080.json +++ b/landing/lenses/109080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1069,8 +1069,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,10 +1100,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109610.json b/landing/lenses/109610.json index e860547d5f5ff66fd6fc34932c46d59f2c3c02ce..9f2781736683cbffc0f5291ab355ae6c65ff42d4 100644 --- a/landing/lenses/109610.json +++ b/landing/lenses/109610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 11.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 12.35%). 최근 주가 하락이 반영된 결과", "D/EBITDA 22.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109670.json b/landing/lenses/109670.json index 960e1f088f0c919e40159d27ec271c02cf7c7dcc..f2c6d853c06529fac5810b0cea74b327b830104d 100644 --- a/landing/lenses/109670.json +++ b/landing/lenses/109670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -959,19 +959,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -992,8 +992,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,17 +1038,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1058,7 +1058,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1083,7 +1083,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1117,7 +1117,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1126,7 +1126,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1139,10 +1139,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1158,10 +1158,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1368,12 +1368,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ce530621d33c", + "target": "109670", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/109740.json b/landing/lenses/109740.json index 1e87646fcf5d2157baabacc2656d4cbc4f134dab..29457c7715ea65e40c767a8b276e08bcca6e0ed5 100644 --- a/landing/lenses/109740.json +++ b/landing/lenses/109740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109820.json b/landing/lenses/109820.json index 7153af9957545416bf5062329ddef465d9930f79..d0d641356239e0fe02d9ff3e2f4d1639fb7773ab 100644 --- a/landing/lenses/109820.json +++ b/landing/lenses/109820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1007,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1038,10 +1038,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109860.json b/landing/lenses/109860.json index a73c8f79a0c85f7f9c3ae28cd05174b1aca11f96..46bb3678949e7026a519658f12aab3f64fdab9b0 100644 --- a/landing/lenses/109860.json +++ b/landing/lenses/109860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109960.json b/landing/lenses/109960.json index 5ed5117cfcc992a7a2f1699a9a525d67db9a576c..f76f67fa5d603ff7925f00ab7e146956b6230e7c 100644 --- a/landing/lenses/109960.json +++ b/landing/lenses/109960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/110020.json b/landing/lenses/110020.json index d644e5f38218ad7b6f04eccf57a504590873ad1a..cbecafc98df87c94b35cc991ca856b7d90b9c8e3 100644 --- a/landing/lenses/110020.json +++ b/landing/lenses/110020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,10 +1018,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,10 +1145,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1163,10 +1163,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/110790.json b/landing/lenses/110790.json index 871c34a4e69c5fe9cb6087d53dffd605b6dc71c9..b0d40e491399976efe16330d8f4b42e5c80ec1e7 100644 --- a/landing/lenses/110790.json +++ b/landing/lenses/110790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1039,15 +1039,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,17 +1118,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1197,7 +1197,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1206,7 +1206,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1441,88 +1441,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9beb7980d679", - "target": "110790", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/110990.json b/landing/lenses/110990.json index c6575645c082ce8556235ef234bd45e03b0ff6be..0ecac65cf697dcd739b33d78b9588d3258338f09 100644 --- a/landing/lenses/110990.json +++ b/landing/lenses/110990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1033,15 +1033,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1066,8 +1066,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,17 +1112,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1185,13 +1185,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1200,7 +1200,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1435,12 +1435,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:cc922dac129b", + "target": "110990", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.553 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/111110.json b/landing/lenses/111110.json index 6907dca0481c3b4e38f915ff26f7a22212b38f2d..3a3f137008ba32847d4e9fc327e3efee1f46f7bd 100644 --- a/landing/lenses/111110.json +++ b/landing/lenses/111110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 33.62, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 31.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 33.62, + "grade": "dCR-BBB-", + "score": 31.38, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 35.05, + "score": 32.8, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -906,11 +911,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111380.json b/landing/lenses/111380.json index 7b15e0f2e95eda605cc07fc72ab71c77e38a5cca..f8ee67bfb1998ac1d7764fb5476f4bd40a13eecb 100644 --- a/landing/lenses/111380.json +++ b/landing/lenses/111380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,7 +812,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1153,10 +1153,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111710.json b/landing/lenses/111710.json index 9bbac3d5924254ba3046a4bb6df8f10e69b3c04a..4ecb02424d2b6ba40e0646b5ef2eb5bf481ddf01 100644 --- a/landing/lenses/111710.json +++ b/landing/lenses/111710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1080,10 +1080,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111770.json b/landing/lenses/111770.json index 8ac0aa54bd02134ce369c5544ccb50e64cadde59..912dc6afe9e1f44d117444a478e03b3b6449e143 100644 --- a/landing/lenses/111770.json +++ b/landing/lenses/111770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111820.json b/landing/lenses/111820.json index 1edb0faabf993ee7add4772e8fee536b54368896..6a4f9a69081f515fcc7092c2cb1a2f7766609c19 100644 --- a/landing/lenses/111820.json +++ b/landing/lenses/111820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111870.json b/landing/lenses/111870.json index ebf87a8ba85aacda219438313c70ef8040ee5ce7..ae86dc61f668790305d47b2b4d0d9d4218190a29 100644 --- a/landing/lenses/111870.json +++ b/landing/lenses/111870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1352,7 +1352,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112040.json b/landing/lenses/112040.json index 18d17549614bc472435091ec2ee95cc793e69731..7ab406d15cd7c0eaece43ce20164079e2ee7cfb7 100644 --- a/landing/lenses/112040.json +++ b/landing/lenses/112040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 32.45, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 34.70, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 32.45, + "score": 34.7, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 33.11, + "score": 35.36, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112190.json b/landing/lenses/112190.json index 024693f7a7e7c5e03e76162741401403cc0de934..96ba8d30c8136a6290403078f9fa47b4e3abae81 100644 --- a/landing/lenses/112190.json +++ b/landing/lenses/112190.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112240.json b/landing/lenses/112240.json index 33dd85b003d2c4c2c5424cf9caabbc4be78ff33a..04b5861dc2439ae853dff3de5f277de8ad3d842f 100644 --- a/landing/lenses/112240.json +++ b/landing/lenses/112240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,7 +1040,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,10 +1177,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112290.json b/landing/lenses/112290.json index 134b36d540dd72fe6b7c219250c7c3953ac87657..8ec0aa73b12d42ed962f75b84ee58f9a336fdeda 100644 --- a/landing/lenses/112290.json +++ b/landing/lenses/112290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 12.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 17.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -735,8 +735,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,10 +766,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112610.json b/landing/lenses/112610.json index 1087d8191357dfc896f972b116d5e56782848127..1cbdf356ed149a9371b2b423a0512637b0832a09 100644 --- a/landing/lenses/112610.json +++ b/landing/lenses/112610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -617,18 +617,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 21.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 18.97, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -669,11 +669,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 20.66, + "value": 16.93, "unit": "riskScore", "direction": "negative", - "weight": 20, - "contribution": 4.13, + "weight": 15, + "contribution": 2.54, "sourceRef": "axes.자본구조" } ], @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,12 +718,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 에너지 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -761,14 +761,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/112610/axes/채무상환능력", "status": "derived", - "detail": "위험점수 16.08, 가중치 25%" + "detail": "위험점수 13.55, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/112610/axes/자본구조", "status": "derived", - "detail": "위험점수 20.66, 가중치 20%" + "detail": "위험점수 16.93, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -812,15 +812,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 21.48, + "grade": "dCR-A-", + "score": 18.97, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 22.86, + "grade": "dCR-BBB+", + "score": 20.31, "assumptions": { "scenarioStress": "moderate" } @@ -839,7 +839,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -853,51 +853,51 @@ "gradeHistory": [ { "period": "2026", - "score": 19.21, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 13.82, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2025", - "score": 21.01, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 16.75, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2024", - "score": 43.22, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 37.18, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2023", - "score": 47.0, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 40.26, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2022", - "score": 40.48, - "grade": "BB", - "pdEstimate": 1.5 + "score": 36.18, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2021", - "score": 39.46, - "grade": "BB", - "pdEstimate": 1.5 + "score": 35.2, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2020", - "score": 28.69, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 25.51, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2019", - "score": 25.09, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 20.38, + "grade": "BBB+", + "pdEstimate": 0.15 } ], "coverage": { @@ -908,10 +908,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.15, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1284,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/113810.json b/landing/lenses/113810.json index ffca9ee69edca20977516dd051d1a0e72172c2a5..ce3ccdce00610fc0ccc42521f4b55c86574f3f9c 100644 --- a/landing/lenses/113810.json +++ b/landing/lenses/113810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114090.json b/landing/lenses/114090.json index 91329e5ab2dfc4642f40e6085222a9da1f55341b..92338429ab05c60925d5b6dfbf552860a2a6c469 100644 --- a/landing/lenses/114090.json +++ b/landing/lenses/114090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/114190.json b/landing/lenses/114190.json index 9e21cee9caefdb61ccb9c5c0e345c84300096d58..df7000fbbcb39831c6d05f8e84873ccbb1a70053 100644 --- a/landing/lenses/114190.json +++ b/landing/lenses/114190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 7.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 8.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:76647922aa41", - "target": "114190", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/114450.json b/landing/lenses/114450.json index ef61407b32eba4c58af5ef39860b97f512a94c43..b78ded0289c98a6ac8dfad9eb3227dcff9139853 100644 --- a/landing/lenses/114450.json +++ b/landing/lenses/114450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114630.json b/landing/lenses/114630.json index a3a044f9a0e3e2a19fb4376c72c7eed653c1a83e..0275917c5e6d0b5f2c816ca8089f2960762a708f 100644 --- a/landing/lenses/114630.json +++ b/landing/lenses/114630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114810.json b/landing/lenses/114810.json index ddb10569e45cfdb8ce83f05f194a687786c10413..d807b441b0b84d3996f519cf2ebdd338c2184a72 100644 --- a/landing/lenses/114810.json +++ b/landing/lenses/114810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,10 +1128,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114840.json b/landing/lenses/114840.json index 1b16f65d67a20a6ccd1fc4f536a9958ce3a7469c..710e041c744bce3dfbbb02dce7fc4a8da7901e91 100644 --- a/landing/lenses/114840.json +++ b/landing/lenses/114840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1074,10 +1074,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115160.json b/landing/lenses/115160.json index b64a2ce13085e92527e20d85305d6b6936175c7b..c3ae90dda17da12491f031317713214f12e05c84 100644 --- a/landing/lenses/115160.json +++ b/landing/lenses/115160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.88%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115180.json b/landing/lenses/115180.json index 648f9f39d7437bcfb9db8d19a6cd541ca031f588..bc98533bfb609bf1052a7c65b3d8a286e5a8a98c 100644 --- a/landing/lenses/115180.json +++ b/landing/lenses/115180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -927,8 +927,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,17 +973,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1052,7 +1052,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1061,7 +1061,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115310.json b/landing/lenses/115310.json index b1a2faf1c91e80e6849b1ec6f32d90b3b4f1ab89..14ba0741a11a4c979dd02b7393e9427c518882b4 100644 --- a/landing/lenses/115310.json +++ b/landing/lenses/115310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115440.json b/landing/lenses/115440.json index 763a6a9ca76ab22406c4cfd2f58c7b76a28edf7e..10877be5f989f3e3e255a180fc624761393931fa 100644 --- a/landing/lenses/115440.json +++ b/landing/lenses/115440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115450.json b/landing/lenses/115450.json index 6defe4b440275c2bd9fd7379e942edd557b2f7f1..949e560546a019b17fe4354845ae600a1b3fc434 100644 --- a/landing/lenses/115450.json +++ b/landing/lenses/115450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -548,18 +548,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 33.51, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 37.36, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,15 +743,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 33.51, + "grade": "dCR-BB", + "score": 37.36, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 33.66, + "grade": "dCR-BB", + "score": 37.54, "assumptions": { "scenarioStress": "moderate" } @@ -834,12 +834,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 8.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -976,19 +976,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1009,8 +1009,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,17 +1055,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1128,13 +1128,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1143,7 +1143,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,10 +1202,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1220,10 +1220,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115480.json b/landing/lenses/115480.json index 6f63bf4b75195964fba1e9fc526a10ac7a5fa54f..9b16b22026fba31830891a40035d19027f2fe0c3 100644 --- a/landing/lenses/115480.json +++ b/landing/lenses/115480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:735ac38112c5", + "target": "115480", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.438 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/115500.json b/landing/lenses/115500.json index 6dcbb46849dd9362709285724d42bd142e73f092..c4b8a7011f70e5cb939b6dc5bfdcff1822ebb808 100644 --- a/landing/lenses/115500.json +++ b/landing/lenses/115500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115530.json b/landing/lenses/115530.json index eeb1cc5fd2a811686185f55cc576f1b9694141ef..d4b441921612661ae361db35d5ebe1572acec2eb 100644 --- a/landing/lenses/115530.json +++ b/landing/lenses/115530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.4점 하향 (PD 20.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.4점 하향 (PD 20.95%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,17 +1142,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1221,7 +1221,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1230,7 +1230,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1465,12 +1465,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fd62ad5a7bb0", + "target": "115530", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.667 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/115570.json b/landing/lenses/115570.json index c150cc339582e02b79a8a65c2e826eda95750e1a..fce04db8cb307afd9792f83cc3cb6d299ccf095d 100644 --- a/landing/lenses/115570.json +++ b/landing/lenses/115570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a1e2de761fde", + "target": "115570", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.451 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/115610.json b/landing/lenses/115610.json index 7fbf176611d1df50e34f3fdc2d76a06b2b629f83..674a2e65275feff3b8d852843ea437ac20c6f547 100644 --- a/landing/lenses/115610.json +++ b/landing/lenses/115610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -998,8 +998,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1011,8 +1011,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1029,10 +1029,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1042,7 +1042,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1051,7 +1051,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1119,10 +1119,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1138,10 +1138,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,10 +1165,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117580.json b/landing/lenses/117580.json index 2f3ccb55b3192477663b7aaf47d5f4b1e9ae7988..5a5185155bfec4c43a95c464ea4c53e0d7b437c9 100644 --- a/landing/lenses/117580.json +++ b/landing/lenses/117580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 4.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 4.90%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117670.json b/landing/lenses/117670.json index 0a4901282e3532e2d6362fa7f102fc0efe8070f9..25dabdc3201ca882675b7ad52e0a6bfee8dc0573 100644 --- a/landing/lenses/117670.json +++ b/landing/lenses/117670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -866,14 +866,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -993,10 +993,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117730.json b/landing/lenses/117730.json index b66c19ebe3fb75a92ba86ba6e14afd6311d6102b..b4d1db60e9314cc9fd52e3d3182536f348e7e1bc 100644 --- a/landing/lenses/117730.json +++ b/landing/lenses/117730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -962,15 +962,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -995,8 +995,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1008,7 +1008,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1028,8 +1028,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1041,17 +1041,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1061,7 +1061,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1120,7 +1120,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1129,7 +1129,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1364,88 +1364,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3afb4a8f9de2", - "target": "117730", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/118000.json b/landing/lenses/118000.json index 3ced79bb53f6180798e930c925b912016c2ae90a..5529cee4d5fd5a838b24f9595b708f22036c38ad 100644 --- a/landing/lenses/118000.json +++ b/landing/lenses/118000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.66%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/118990.json b/landing/lenses/118990.json index c718d2877ad8725237eca2f752fe64b1c0886123..661291491e574b83622be08efb16b48f1ac70a0e 100644 --- a/landing/lenses/118990.json +++ b/landing/lenses/118990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119500.json b/landing/lenses/119500.json index 95472aa11303ecd150ec8259acdd19de436a1670..f03b567d592c7c0d8ba68be669ad4f9303fdeeb7 100644 --- a/landing/lenses/119500.json +++ b/landing/lenses/119500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119610.json b/landing/lenses/119610.json index d8eb25deeeed2368d55058022af5b822b4958f39..624e7d1746b849d119fdadde05fd6da0751d2ab6 100644 --- a/landing/lenses/119610.json +++ b/landing/lenses/119610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 건강관리 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119650.json b/landing/lenses/119650.json index 2f9abfece752caee844f0a30170afd4f3df6d750..bc3932c101897ac1fd521e9c420200f48f179b9e 100644 --- a/landing/lenses/119650.json +++ b/landing/lenses/119650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119830.json b/landing/lenses/119830.json index fa7405358dfe1bbfee5d488352215c5198b83470..cdc9d695a6dcaf063d978afe505ea9e70f0c634d 100644 --- a/landing/lenses/119830.json +++ b/landing/lenses/119830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119850.json b/landing/lenses/119850.json index cb9deb942053cf9668f8ddb3227fcaf67e25d764..a5233dc560b5004d347c82d5eb9749e5858b79ba 100644 --- a/landing/lenses/119850.json +++ b/landing/lenses/119850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-AA-", - "summary": "dCR 위험점수 8.27, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 9.27, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA-", - "score": 8.27, + "score": 9.27, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA-", - "score": 8.99, + "score": 9.99, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1505,12 +1505,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3aa616cc7272", + "target": "119850", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/120030.json b/landing/lenses/120030.json index 33ec8ed2f25e555bdf07b6fd42720bf8b1e03905..a32a678f4c9a0d42c346c9ce9fb4956201317dec 100644 --- a/landing/lenses/120030.json +++ b/landing/lenses/120030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/120110.json b/landing/lenses/120110.json index 60aea020c7a916b67e266610ea26eec56763b0a9..2a2a93f728b993e09510749792e38fa9fb812437 100644 --- a/landing/lenses/120110.json +++ b/landing/lenses/120110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/120240.json b/landing/lenses/120240.json index 01823e12ba41335f85907c36653ec74e8ef45217..028cf69333615d536e9b949598a901417cc41ef7 100644 --- a/landing/lenses/120240.json +++ b/landing/lenses/120240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1098,10 +1098,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121440.json b/landing/lenses/121440.json index 1af8fad03c8e2a5dcfde6347fa7d671308f4fdc3..330aeef2bcafac1c5ae3a73d29125efc68bc5405 100644 --- a/landing/lenses/121440.json +++ b/landing/lenses/121440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1470,7 +1470,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1492,7 +1492,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1510,8 +1510,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/121600.json b/landing/lenses/121600.json index 545aa5e7dc6eee27ac713734464cd7f15b618aa9..4f4f63b3aab6d2b23edd2eb42aac8647d31f2212 100644 --- a/landing/lenses/121600.json +++ b/landing/lenses/121600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 17.79, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 20.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 17.79, + "grade": "dCR-BBB+", + "score": 20.53, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 18.65, + "grade": "dCR-BBB+", + "score": 21.44, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121800.json b/landing/lenses/121800.json index 346bdf20ad4af7fae9534f605d961f1d49b38b47..2a5b8b6162a4c582f48c89d0917b364bc9cb5249 100644 --- a/landing/lenses/121800.json +++ b/landing/lenses/121800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121850.json b/landing/lenses/121850.json index 0265ee5226c23927ae3759679ff47b536a8a4c05..edea2f0fd8e8b54bb18baf7974939553037255c6 100644 --- a/landing/lenses/121850.json +++ b/landing/lenses/121850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "자본구조 축이 88점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 1057.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 1090.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,10 +1196,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1214,10 +1214,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121890.json b/landing/lenses/121890.json index 7db52394bb12a2c57ba1327bc3d4c7e6efb1a9f4..f348d891a0aefb99b6ca7a43ab6983d850d298cb 100644 --- a/landing/lenses/121890.json +++ b/landing/lenses/121890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122310.json b/landing/lenses/122310.json index a4216870d8414fd668ce35d996375f21a09ab1b0..f5fdf9447c7262d5ea33324d6dc74ee51be29b4d 100644 --- a/landing/lenses/122310.json +++ b/landing/lenses/122310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1039,15 +1039,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,17 +1118,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1197,7 +1197,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1206,7 +1206,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1441,88 +1441,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:56af0cb7083f", - "target": "122310", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/122350.json b/landing/lenses/122350.json index a3b3db0de76375a4d0122a8b795e0a82713c5312..9538c3c6535d7022ee2c92c5ece7e136d8f74bbd 100644 --- a/landing/lenses/122350.json +++ b/landing/lenses/122350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,15 +1061,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1463,88 +1463,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:743bf3cfe478", - "target": "122350", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/122450.json b/landing/lenses/122450.json index 808927a58e0bdee8214a65d717e3664da9229f1f..30360997898d33319e64c52f75a9862a9095d295 100644 --- a/landing/lenses/122450.json +++ b/landing/lenses/122450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122640.json b/landing/lenses/122640.json index 73457369a4ad21c51fada3037ab84b34652de8f9..6d5174b84d00634291ab6e95f6a9a88fe89d83fc 100644 --- a/landing/lenses/122640.json +++ b/landing/lenses/122640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122690.json b/landing/lenses/122690.json index 2471d64e4d409502aae35ecf83686e80570cb195..b69bb85ac0260accb49176cd8b314f0a1be12abe 100644 --- a/landing/lenses/122690.json +++ b/landing/lenses/122690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "현금흐름 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 13.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 13.33%). 최근 주가 하락이 반영된 결과", "D/EBITDA 34.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122830.json b/landing/lenses/122830.json index 7a38acae3c8fc5a4c598f7724484b7a5fd0739d0..ed7404a5205c48d0d033873d55c3b870a6c2a2ab 100644 --- a/landing/lenses/122830.json +++ b/landing/lenses/122830.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122870.json b/landing/lenses/122870.json index e8fa253f5225aeb2c3af9cb32efebe657607add1..555ef53e06f0e9a1193424378b7d5d420c8dd4b7 100644 --- a/landing/lenses/122870.json +++ b/landing/lenses/122870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1457,8 +1457,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/122900.json b/landing/lenses/122900.json index b70e98537508ce3b791b1cba8a27b69a99127f13..5fcbf517dce8532354a3f1ae72e072489ad7fba6 100644 --- a/landing/lenses/122900.json +++ b/landing/lenses/122900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122990.json b/landing/lenses/122990.json index 91a8aaff9a813cdd775582b6152ef2255b04a297..5519bb011ceadbed099ec043eab069c7ccc78953 100644 --- a/landing/lenses/122990.json +++ b/landing/lenses/122990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123010.json b/landing/lenses/123010.json index 5a813f0ae9626b31108e1e8b0200f71463dc9bf9..08c23ebb40d96d6bb8b59da85a3c38d8a0cca205 100644 --- a/landing/lenses/123010.json +++ b/landing/lenses/123010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -986,19 +986,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1019,8 +1019,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,17 +1065,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1085,7 +1085,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1110,7 +1110,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1138,13 +1138,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1153,7 +1153,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1185,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,10 +1212,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123040.json b/landing/lenses/123040.json index 369ea45d35655c94bf6b8ad11a3f7583f8b3a34f..405a22898fc922786b2b7e57960b54a1dd1b4f61 100644 --- a/landing/lenses/123040.json +++ b/landing/lenses/123040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "자본구조 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.10%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/123330.json b/landing/lenses/123330.json index 261656a45701d6274fe2072eae804465e4984018..5e9826a19fa49f9c2e9e272813ed2c40eb6bff8b 100644 --- a/landing/lenses/123330.json +++ b/landing/lenses/123330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:366e73adb032", - "target": "123330", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/123410.json b/landing/lenses/123410.json index bf3a93f87d57224ff256effcd7914cfd2239e63e..50f67dcaec4fc1c891cbd92981ae0501069e9f68 100644 --- a/landing/lenses/123410.json +++ b/landing/lenses/123410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 16.22, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 13.64, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -652,11 +652,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 9.51, + "value": 6.34, "unit": "riskScore", "direction": "positive", "weight": 25, - "contribution": 2.38, + "contribution": 1.58, "sourceRef": "axes.채무상환능력" }, { @@ -683,12 +683,12 @@ "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", + "label": "자본구조는 매우 건전하다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", - "direction": "neutral", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 경기관련소비재 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,14 +764,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/123410/axes/채무상환능력", "status": "derived", - "detail": "위험점수 9.51, 가중치 25%" + "detail": "위험점수 6.34, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/123410/axes/자본구조", "status": "derived", - "detail": "위험점수 12.54, 가중치 20%" + "detail": "위험점수 6.51, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 16.22, + "grade": "dCR-A", + "score": 13.64, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 17.52, + "grade": "dCR-A", + "score": 14.84, "assumptions": { "scenarioStress": "moderate" } @@ -851,51 +851,51 @@ "gradeHistory": [ { "period": "2026", - "score": 11.65, - "grade": "A+", - "pdEstimate": 0.04 + "score": 7.28, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2025", - "score": 11.08, - "grade": "A+", - "pdEstimate": 0.04 + "score": 6.86, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2024", - "score": 15.07, - "grade": "A", - "pdEstimate": 0.06 + "score": 10.24, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2023", - "score": 22.28, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 16.16, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2022", - "score": 19.47, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 16.56, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2021", - "score": 18.95, + "score": 16.02, "grade": "A-", "pdEstimate": 0.08 }, { "period": "2020", - "score": 50.7, - "grade": "B+", - "pdEstimate": 4.0 + "score": 45.24, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2019", - "score": 48.62, - "grade": "B+", - "pdEstimate": 4.0 + "score": 36.15, + "grade": "BB+", + "pdEstimate": 0.75 } ], "coverage": { @@ -906,11 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/123420.json b/landing/lenses/123420.json index c51de00877b0473f6caba3d7eb925472f6a90b5e..142c28f689c66184470dbad25041747fde71beaf 100644 --- a/landing/lenses/123420.json +++ b/landing/lenses/123420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:222a9e6f13eb", + "target": "123420", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/123570.json b/landing/lenses/123570.json index 47a6ba18aa0d640407b20bf04e5b899a66424a6e..df6c8015a532a0b7d6c66895df815dee0a8a81ba 100644 --- a/landing/lenses/123570.json +++ b/landing/lenses/123570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123690.json b/landing/lenses/123690.json index 653b3fe730e88ec46ce9a03c4f1799c8f7edad11..2543fe3b50185b6090df8f1284614b48f69d67bd 100644 --- a/landing/lenses/123690.json +++ b/landing/lenses/123690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123700.json b/landing/lenses/123700.json index 82e1a1fefda8aa5ede1b26054d21eda17b668da3..34c1697d863d64a9fe0ad5e78289e5a8a6ee4bfb 100644 --- a/landing/lenses/123700.json +++ b/landing/lenses/123700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123750.json b/landing/lenses/123750.json index 50561dd3e8580d0a56e463ff0216f390686f2138..96e2bc1b849ea6a68a9e9a479a39cf88d05d829d 100644 --- a/landing/lenses/123750.json +++ b/landing/lenses/123750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1299,10 +1299,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1353,7 +1353,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123840.json b/landing/lenses/123840.json index bbc3bb7cba792076851eb46db1ee6dd6448fabf3..9c2642639917a8f662443673c142eace55b33a10 100644 --- a/landing/lenses/123840.json +++ b/landing/lenses/123840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 488.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 502.16%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,10 +1207,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123860.json b/landing/lenses/123860.json index d4ffa767549c69ed51dd3e1377a42b05fc19043d..8a8858b4c3da7fdbd8c942aed3fb78b82f7a3f6c 100644 --- a/landing/lenses/123860.json +++ b/landing/lenses/123860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,7 +925,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123890.json b/landing/lenses/123890.json index f146f1a37316c9c3f2beb5d36a8cf68cd95879a4..2396bf78b3df17744db0315f22177b889aae0bbc 100644 --- a/landing/lenses/123890.json +++ b/landing/lenses/123890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -717,19 +717,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -750,8 +750,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -796,17 +796,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -875,7 +875,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -884,7 +884,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/124500.json b/landing/lenses/124500.json index 19c7b20a9d9c27caba57f361a91acf6b978c4473..3e457befc35bfb41648d3a0373bedb6aedbdd08e 100644 --- a/landing/lenses/124500.json +++ b/landing/lenses/124500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/124560.json b/landing/lenses/124560.json index 0c5e2c5ab663687ec64d83959cc8c9f2b2ed31a9..c7194d902f47935426e738e8b530facfd2c0cc75 100644 --- a/landing/lenses/124560.json +++ b/landing/lenses/124560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/125020.json b/landing/lenses/125020.json index f84c1edcc1210f44a2ac93dff2452cf4b1dc0005..f83e221a9413aeba0e8c3772c9513c7350d06da2 100644 --- a/landing/lenses/125020.json +++ b/landing/lenses/125020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/125210.json b/landing/lenses/125210.json index 8f4982f2ad0b086cf94de0267fdc8efaadbfa1a2..9bc1945319391e1d64d140c45509c36ffbb16802 100644 --- a/landing/lenses/125210.json +++ b/landing/lenses/125210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1034,19 +1034,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1113,17 +1113,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1186,13 +1186,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1201,7 +1201,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/125490.json b/landing/lenses/125490.json index d0e8f4af0a90b19368ecce04bcb32e127c97c422..cca8635ea37fff2b6b8eb5c0e161cf2bcfb6693c 100644 --- a/landing/lenses/125490.json +++ b/landing/lenses/125490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -527,8 +527,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -558,10 +558,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126340.json b/landing/lenses/126340.json index 7180349fc1ea5ff2123a1d6ef98480b6481047eb..59994e93d1b354a0fb23a5d82e1d82f177933586 100644 --- a/landing/lenses/126340.json +++ b/landing/lenses/126340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,7 +865,7 @@ "divergenceExplanation": [ "현금흐름 축이 75점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 57.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 84.66%). 최근 주가 하락이 반영된 결과", "D/EBITDA 53.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -882,14 +882,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1009,10 +1009,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1042,8 +1042,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1055,7 +1055,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1075,8 +1075,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,10 +1095,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,10 +1235,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126560.json b/landing/lenses/126560.json index 36aac7633da8e4e24672d422c42929794e7165ff..f4b668910404044bf51c48ee7943a1822bd58a64 100644 --- a/landing/lenses/126560.json +++ b/landing/lenses/126560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126600.json b/landing/lenses/126600.json index 978ebb8de6a65670d195ab304142df7316c34d1c..f424b4d5836d224ad945bea4639835d6d22eabf2 100644 --- a/landing/lenses/126600.json +++ b/landing/lenses/126600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126640.json b/landing/lenses/126640.json index b30da678bc81f2bf95fcc55e6fdeb6197189a9cd..d8dd8a3e4cd95f72c2d800d527dcb6c068c0780c 100644 --- a/landing/lenses/126640.json +++ b/landing/lenses/126640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126700.json b/landing/lenses/126700.json index 1d2281aa6288e6dc4cf7a6bce8870474d2fba047..3f27d85f545cecba1c37ef18e721620f9926e084 100644 --- a/landing/lenses/126700.json +++ b/landing/lenses/126700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126720.json b/landing/lenses/126720.json index dbbce300d23ac87954731d67e8bdf3935fa0ffe4..a48afb9618e2fddefffeb2f1cacec1538e0027a2 100644 --- a/landing/lenses/126720.json +++ b/landing/lenses/126720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1000,7 +1000,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,10 +1184,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126730.json b/landing/lenses/126730.json index 7d5897b78d109d7b84216a9b409ebe0f5cca9108..ff41da59b06c41875dea97811e22f38be0f5dd87 100644 --- a/landing/lenses/126730.json +++ b/landing/lenses/126730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -701,19 +701,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -734,8 +734,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -747,7 +747,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -767,8 +767,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -780,17 +780,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -800,7 +800,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -825,7 +825,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -859,7 +859,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -868,7 +868,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -881,10 +881,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -900,10 +900,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -923,7 +923,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,88 +1123,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5691fc570164", - "target": "126730", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/126870.json b/landing/lenses/126870.json index b5484cd641b0082fb69907fe1a07ce1eb8b47a29..d10d296ccd1b16ab6902163cdd048e0c2d28db96 100644 --- a/landing/lenses/126870.json +++ b/landing/lenses/126870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126880.json b/landing/lenses/126880.json index 80e2a275d09b5174e615c38ef6196a2f0f4664be..5e9d68e5d1fe719783265a5432040cdf3e1cdaaf 100644 --- a/landing/lenses/126880.json +++ b/landing/lenses/126880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1200,13 +1200,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127120.json b/landing/lenses/127120.json index c9e511f393cb99e7bb8b0eb6f030fc552ab864c8..00a9ba739ee349b310a83432c8a9bba7d56aeec7 100644 --- a/landing/lenses/127120.json +++ b/landing/lenses/127120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127710.json b/landing/lenses/127710.json index 0ffa7feea583407801a51c2ddf9378db1c0a367c..47987a944d274be6cfeda41fdcdcde6bb139ad33 100644 --- a/landing/lenses/127710.json +++ b/landing/lenses/127710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 24.97, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 26.49, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 커뮤니케이션서비스 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,7 +771,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/127710/axes/자본구조", "status": "derived", - "detail": "위험점수 17.61, 가중치 20%" + "detail": "위험점수 22.28, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 24.97, + "score": 26.49, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 26.52, + "grade": "dCR-BBB-", + "score": 27.94, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -851,51 +856,51 @@ "gradeHistory": [ { "period": "2026", - "score": 30.73, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 38.9, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2025", - "score": 29.67, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 32.47, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2024", - "score": 52.34, - "grade": "B+", - "pdEstimate": 4.0 + "score": 55.63, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2023", - "score": 49.85, + "score": 53.67, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2022", - "score": 58.4, + "score": 61.2, "grade": "B", "pdEstimate": 7.0 }, { "period": "2021", - "score": 4.64, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 5.14, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2020", - "score": 8.43, + "score": 8.73, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2019", - "score": 15.89, - "grade": "A", - "pdEstimate": 0.06 + "score": 16.26, + "grade": "A-", + "pdEstimate": 0.08 } ], "coverage": { @@ -924,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127980.json b/landing/lenses/127980.json index 3f4885cffa96e68ad00be98c97baf5c8717c9fb9..e877cc43106c7d2dfb500d569e451dc4af5ac0c8 100644 --- a/landing/lenses/127980.json +++ b/landing/lenses/127980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -969,15 +969,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1371,88 +1371,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:68c70629bf1f", - "target": "127980", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/128540.json b/landing/lenses/128540.json index 074dfcc61a24415315225d5e9ce6f20a2a24c5d7..c05d45fcd4e184c03058de7cc81bd202d74681b2 100644 --- a/landing/lenses/128540.json +++ b/landing/lenses/128540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1066,8 +1066,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,10 +1119,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/128660.json b/landing/lenses/128660.json index c4d30c060ea02c6ebef201e0f149591985f2be50..9e6ee48796f6bd92524c857443a5c7326958491d 100644 --- a/landing/lenses/128660.json +++ b/landing/lenses/128660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3414bd435b26", + "target": "128660", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/128820.json b/landing/lenses/128820.json index b3a3e9cc451b6ca81789f557f002da862c4da04a..39761ec0c19796ef8b6ae516d7026a7f560d1adc 100644 --- a/landing/lenses/128820.json +++ b/landing/lenses/128820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,10 +1303,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1357,7 +1357,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1681,7 +1681,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1703,7 +1703,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1721,8 +1721,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/128940.json b/landing/lenses/128940.json index f9e6abeb693722b8267f28101a2bc1a1f7a81e70..1380dbca2fcc5d72ecc943268a67bdc520f822d6 100644 --- a/landing/lenses/128940.json +++ b/landing/lenses/128940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:512e55056526", + "target": "128940", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.67 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/129260.json b/landing/lenses/129260.json index 0db616d8346ce58013a63dfeda0c12cc89306d0e..f0a3eb0ca5aa71733ff1354a1b1313583ecbe3ff 100644 --- a/landing/lenses/129260.json +++ b/landing/lenses/129260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/129890.json b/landing/lenses/129890.json index 50ed920f932c7cc345968bcc193fb4c12f30e358..19184a21dc3477a8c732c38a537f68a7a43c8e29 100644 --- a/landing/lenses/129890.json +++ b/landing/lenses/129890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -793,7 +793,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -974,7 +974,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -994,8 +994,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1043,7 +1043,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1105,10 +1105,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1124,10 +1124,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/129920.json b/landing/lenses/129920.json index 815d18dca20dcfa89935f18a37a9da9c69ba0bba..83461df7f6b9f8809cfeb7097aec3727971e76b3 100644 --- a/landing/lenses/129920.json +++ b/landing/lenses/129920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -496,13 +496,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -564,7 +564,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -905,10 +905,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1085,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1104,10 +1104,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130500.json b/landing/lenses/130500.json index 6fbaf699466cc8ccbba82bbd9074606413d78262..c96563ea003fab89ed3dd4ce02a48903b579269c 100644 --- a/landing/lenses/130500.json +++ b/landing/lenses/130500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130580.json b/landing/lenses/130580.json index ea4dd0193b1e6e380093f36cb8fcb4762315b409..f3eecfba933d480c94dc793f38d273cd9177a196 100644 --- a/landing/lenses/130580.json +++ b/landing/lenses/130580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b41a208a1ae9", - "target": "130580", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.388 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/130660.json b/landing/lenses/130660.json index d0790c476c911de146d6a547c20d328c113b2829..1eba91672d44c961f0af88aba7979839b9d4179e 100644 --- a/landing/lenses/130660.json +++ b/landing/lenses/130660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130740.json b/landing/lenses/130740.json index 82bde8c13b11153f4d0a61857d49411bab5da11b..6bd19884f82421f7c7970d8b38651ba1686ee150 100644 --- a/landing/lenses/130740.json +++ b/landing/lenses/130740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131030.json b/landing/lenses/131030.json index 6df4d64f445c18ec940a3955865bdaa66555f277..71ce232e4c08005fe56a318d2fbd8fa61aee913d 100644 --- a/landing/lenses/131030.json +++ b/landing/lenses/131030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131090.json b/landing/lenses/131090.json index 1f3dc310089692d3ce4f16889272bdacf08acfb5..7dda59d802f4c041151b6725a037b0a2ea546c1f 100644 --- a/landing/lenses/131090.json +++ b/landing/lenses/131090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131100.json b/landing/lenses/131100.json index c0a85ada3509255f80ad89df35ef8e11e528f5cb..22be4eb75dca6b7978a94a17c2cba949278c2820 100644 --- a/landing/lenses/131100.json +++ b/landing/lenses/131100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 98.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 98.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131180.json b/landing/lenses/131180.json index e19333809ac2863366b5f74014af2e45e02f14c4..b65e4bf709309296ca21d3c0d82fdc817988a265 100644 --- a/landing/lenses/131180.json +++ b/landing/lenses/131180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1066,19 +1066,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131220.json b/landing/lenses/131220.json index b1b8ba49907bb23f072e3f7a77d59209917cf84b..6a31fc9b3655f1578c26a9806fb46b2ed3edb550 100644 --- a/landing/lenses/131220.json +++ b/landing/lenses/131220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131290.json b/landing/lenses/131290.json index 3cb2973bd8f9e9b48e9a845a34358ace797b1d63..8c7405ce7346373565168ea366dc14707563c108 100644 --- a/landing/lenses/131290.json +++ b/landing/lenses/131290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131370.json b/landing/lenses/131370.json index f9970af1b5661330d5a9394570a62914ce008729..2579394c2104e5135caa9b1301fa0675ded752fd 100644 --- a/landing/lenses/131370.json +++ b/landing/lenses/131370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b6a69417af7f", - "target": "131370", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.634 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/131400.json b/landing/lenses/131400.json index df1cf799902c1dfb2586abddf1a1938f47b67f5b..4e8dd94f49170eff3b7370885b75c1a61e8c3083 100644 --- a/landing/lenses/131400.json +++ b/landing/lenses/131400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131760.json b/landing/lenses/131760.json index 4f7b74a2f58cfdca453fa59bbadc3349a3293922..42a454738c6610e928827945e51c4b9aedfbb706 100644 --- a/landing/lenses/131760.json +++ b/landing/lenses/131760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 58.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 60.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131970.json b/landing/lenses/131970.json index 70e570e5cf439de008bea74539fa679c0ae28113..932064b94c983c157ba50bfd4375cc2b5809036f 100644 --- a/landing/lenses/131970.json +++ b/landing/lenses/131970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/133750.json b/landing/lenses/133750.json index 7c90ff979d95b97b04aec2e3b193e7e8a36d8e1f..415824bd90be09b8b87f61bf42098877b95e5ab3 100644 --- a/landing/lenses/133750.json +++ b/landing/lenses/133750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/133820.json b/landing/lenses/133820.json index 9fc7cb6b39900a06b4a6c7674b77ef5792658c6c..ffd493722da8ee3390a701bf9de6da931230c67a 100644 --- a/landing/lenses/133820.json +++ b/landing/lenses/133820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-B-", - "summary": "dCR 위험점수 62.20, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 54.14, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -661,21 +661,21 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 90.0, + "value": 61.0, "unit": "riskScore", "direction": "negative", - "weight": 25, - "contribution": 22.5, + "weight": 30, + "contribution": 18.3, "sourceRef": "axes.채무상환능력" }, { "id": "axis.유동성", "label": "유동성", - "value": 64.7, + "value": 58.47, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 9.71, + "contribution": 8.77, "sourceRef": "axes.유동성" } ], @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 소재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,21 +763,21 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/133820/axes/채무상환능력", "status": "derived", - "detail": "위험점수 90.00, 가중치 25%" + "detail": "위험점수 61.00, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/133820/axes/자본구조", "status": "derived", - "detail": "위험점수 53.34, 가중치 20%" + "detail": "위험점수 45.13, 가중치 15%" }, { "id": "credit.axis.유동성", "kind": "creditAxis", "sourceRef": "dartlab://credit/133820/axes/유동성", "status": "derived", - "detail": "위험점수 64.70, 가중치 15%" + "detail": "위험점수 58.47, 가중치 15%" }, { "id": "credit.axis.현금흐름", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B-", - "score": 62.2, + "grade": "dCR-B+", + "score": 54.14, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B-", - "score": 63.34, + "grade": "dCR-B+", + "score": 54.9, "assumptions": { "scenarioStress": "moderate" } @@ -850,51 +850,51 @@ "gradeHistory": [ { "period": "2026", - "score": 52.07, - "grade": "B+", - "pdEstimate": 4.0 + "score": 33.66, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2025", - "score": 75.16, - "grade": "CCC", - "pdEstimate": 15.0 + "score": 67.14, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2024", - "score": 67.62, - "grade": "B-", - "pdEstimate": 10.0 + "score": 55.55, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2023", - "score": 62.89, - "grade": "B-", - "pdEstimate": 10.0 + "score": 51.81, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2022", - "score": 59.95, - "grade": "B", - "pdEstimate": 7.0 + "score": 53.62, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2021", - "score": 49.21, - "grade": "B+", - "pdEstimate": 4.0 + "score": 36.45, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2020", - "score": 61.09, - "grade": "B", - "pdEstimate": 7.0 + "score": 46.22, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2019", - "score": 62.74, - "grade": "B-", - "pdEstimate": 10.0 + "score": 55.01, + "grade": "B", + "pdEstimate": 7.0 } ], "coverage": { @@ -905,11 +905,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 10.0, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 90점으로 등급 하방 압력", + "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 18.33%). 최근 주가 하락이 반영된 결과", "D/EBITDA 50.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1085,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1548,88 +1549,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fdd3292ffa65", - "target": "133820", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/134060.json b/landing/lenses/134060.json index 2765a619ec5e538f7c2455699d6a7c73f5a73581..d96970e49d08a8ba89bfb5366102173e738e9a42 100644 --- a/landing/lenses/134060.json +++ b/landing/lenses/134060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134380.json b/landing/lenses/134380.json index bb79a273b6f06c67bf9a519e213fc4c7ab7ab0aa..38c3846117c35d796b22e732802d185c33199d99 100644 --- a/landing/lenses/134380.json +++ b/landing/lenses/134380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134580.json b/landing/lenses/134580.json index 706aae21d1b660b703b42000e10afccc8aaa0765..7a35e334f6be031ee672a866181d1356e96fb74b 100644 --- a/landing/lenses/134580.json +++ b/landing/lenses/134580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/134780.json b/landing/lenses/134780.json index 59cc919b579d91b55b17dbeca54c73269af5b238..df2a8ea19960bdbc9d248803b155119a8c0251df 100644 --- a/landing/lenses/134780.json +++ b/landing/lenses/134780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134790.json b/landing/lenses/134790.json index 9b1f24728de0f554586799e8ff11efcc82e51831..1038d0869c7a51396c11317a5af559a9c67f283a 100644 --- a/landing/lenses/134790.json +++ b/landing/lenses/134790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/135160.json b/landing/lenses/135160.json index 2253d7a3b0ef889bba5ee16e564117e99e32bba8..fd24fac00baf05dd1ea0639953127a15ff636d70 100644 --- a/landing/lenses/135160.json +++ b/landing/lenses/135160.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], @@ -746,7 +746,7 @@ { "engine": "credit", "status": "blocked", - "reason": "RuntimeError: 데이터 다운로드 실패 (135160, 재무 숫자 데이터): HTTP Error 404: Not Found\n\n • 인터넷 연결을 확인하세요\n • 해당 종목이 dartlab 데이터셋에 포함되어 있는지 확인하세요\n → DART: 한국 상장기업 ~2,700개 / EDGAR: 미국 상장기업 ~970개\n • DART API " + "reason": "RuntimeError: 데이터 다운로드 실패 (135160, 재무 숫자 데이터): HTTP Error 404: Not Found\n\n • 인터넷 연결을 확인하세요\n • 해당 종목이 dartlab 데이터셋에 포함되어 있는지 확인하세요\n → DART: 한국 상장기업 ~2,700개 / EDGAR: 미국 상장기업 ~970개\n • DART 공시 문" }, { "id": "industry.position", diff --git a/landing/lenses/136150.json b/landing/lenses/136150.json index 6699ad5393687bd4f7f06483b2f513fe60417839..754e946ad17eba25f744b3cfe3f32ee5cba9b33f 100644 --- a/landing/lenses/136150.json +++ b/landing/lenses/136150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/136410.json b/landing/lenses/136410.json index cbff3d0e0e067113021e41a625cd48360feb0c66..931a9373649623b779d7d7dd01401c0c1d933d02 100644 --- a/landing/lenses/136410.json +++ b/landing/lenses/136410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -841,7 +841,7 @@ "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1393,7 +1393,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1415,7 +1415,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1433,8 +1433,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/136480.json b/landing/lenses/136480.json index 68234b77b4b112aadd276a25eabac61fbcfe5ac3..82aea1ac9acf665bd84be8645791f4c58b55c84d 100644 --- a/landing/lenses/136480.json +++ b/landing/lenses/136480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/136490.json b/landing/lenses/136490.json index d9c67f7913719b4b2f8fcecada39131b333f7386..789ab952608670c32c8d9d142fd0c177aad5c044 100644 --- a/landing/lenses/136490.json +++ b/landing/lenses/136490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/136510.json b/landing/lenses/136510.json index 7e9461d163a4df8056ddf00f224c198be49b2282..f67753d4e58beee5e87677efd7829732037f8144 100644 --- a/landing/lenses/136510.json +++ b/landing/lenses/136510.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/136540.json b/landing/lenses/136540.json index 13d93f2b07da6a0f3eb201ae4c4da5943999a986..c793131080a6304484f4f79c1a3cc23b51800759 100644 --- a/landing/lenses/136540.json +++ b/landing/lenses/136540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137080.json b/landing/lenses/137080.json index 83c3a17cbd3e7be12afa8d0d75da68432c4f3999..7efccce51c646074bc357b99012e96d49501263b 100644 --- a/landing/lenses/137080.json +++ b/landing/lenses/137080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137310.json b/landing/lenses/137310.json index 5522fb9a71fdf9553a1c8bca66668f935ca07a47..b71ae135bc6e50a8e7148e28fc21cc14856e2008 100644 --- a/landing/lenses/137310.json +++ b/landing/lenses/137310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -946,7 +946,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137400.json b/landing/lenses/137400.json index 3768cc786275dec52a8f6d2148966c39255fd2fd..f565696db1964ce99724174e4704a289c731bab4 100644 --- a/landing/lenses/137400.json +++ b/landing/lenses/137400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 25.70, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 27.95, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 25.7, + "grade": "dCR-BBB", + "score": 27.95, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 26.56, + "grade": "dCR-BBB", + "score": 28.81, "assumptions": { "scenarioStress": "moderate" } @@ -904,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -914,6 +914,7 @@ "divergenceExplanation": [ "현금흐름 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 7.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137940.json b/landing/lenses/137940.json index 8bda3d388739a8dc5910c5673a32b523f3a90628..c52ee9c06d36f3a2c590b53a4028823461995131 100644 --- a/landing/lenses/137940.json +++ b/landing/lenses/137940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c14501998e7b", + "target": "137940", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/137950.json b/landing/lenses/137950.json index 49f57e9418f0f25be3639a78c034838193a85506..8b6c536921446d27b083b18833d55c2a9a859788 100644 --- a/landing/lenses/137950.json +++ b/landing/lenses/137950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138040.json b/landing/lenses/138040.json index 0d116b25cd330f7475236c185f27ad521dd3116f..8670cadb69c46909d776ae1e92c2c418d7e1e626 100644 --- a/landing/lenses/138040.json +++ b/landing/lenses/138040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -383,13 +383,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -693,10 +693,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -726,8 +726,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -779,10 +779,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -792,7 +792,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -817,7 +817,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -873,10 +873,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,10 +919,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -937,10 +937,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -991,7 +991,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138070.json b/landing/lenses/138070.json index e5d6bd620c7255ce3428f19d324b5029ef2e2e1d..ae06d58ca6e398b3b9a36561db4fae9ab7563fa9 100644 --- a/landing/lenses/138070.json +++ b/landing/lenses/138070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138080.json b/landing/lenses/138080.json index 9a89e7ea02519453f114ea557e8d6b58314a421e..cdaed677fce03fd339a20fe7249017141b40e96e 100644 --- a/landing/lenses/138080.json +++ b/landing/lenses/138080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138360.json b/landing/lenses/138360.json index 6cc657130bee1e17831340d6e398515d2af1c189..f097c44482dbcbb65ba4834e106a88f09f793de3 100644 --- a/landing/lenses/138360.json +++ b/landing/lenses/138360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,10 +1114,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138490.json b/landing/lenses/138490.json index 516017124e6fb338d4af37eedbb1bee8be096469..aeeabdf30bf02e0a6394a220608d49801ed9a086 100644 --- a/landing/lenses/138490.json +++ b/landing/lenses/138490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-27", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-27", "period": "2025", "status": "derived", @@ -1129,7 +1129,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-27", "period": "2025", "status": "observed", @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138610.json b/landing/lenses/138610.json index 029f7cbca93ddd2d20cc8e5eee37a05343d45a17..2df58a5ab8e9ebe1ff39469faf46239be93322dc 100644 --- a/landing/lenses/138610.json +++ b/landing/lenses/138610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1011,8 +1011,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1042,10 +1042,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1064,7 +1064,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1132,10 +1132,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1151,10 +1151,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138930.json b/landing/lenses/138930.json index 1340a6e57080719c7295a0e964bcdea14b2d5860..992244cdd1a2e4fa7cf6a3673b2f90a9584148d4 100644 --- a/landing/lenses/138930.json +++ b/landing/lenses/138930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,22 +40,32 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { "label": "재무 취약 신호", - "summary": "4개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 확인할 위험은 OCF/순이익, 부채비율입니다. 필수 분석 영역은 2/4개가 관측됐습니다." + "summary": "5개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 강점은 영업이익률입니다. 확인할 위험은 OCF/순이익, 부채비율입니다. 필수 분석 영역은 3/4개가 관측됐습니다." }, "confidence": { "level": "medium", - "score": 50.0, + "score": 75.0, "method": "requiredDomainCoverage" }, "drivers": [ + { + "id": "operatingMargin", + "label": "영업이익률", + "value": 378.96, + "unit": "%", + "direction": "positive", + "scoreContribution": 1, + "sourceRef": "earnings.marginTrend", + "period": "2025" + }, { "id": "operatingIncomeCagr", "label": "영업이익 CAGR", @@ -104,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -137,9 +147,57 @@ ], "value": -242.04, "unit": "%" + }, + { + "id": "analysis.operatingMargin", + "label": "영업이익률", + "comparisonKey": "profitability", + "basis": "companyFundamentals", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": "2026", + "earliestPeriod": "2024", + "periods": [ + "2024", + "2025", + "2026" + ], + "blockPeriods": { + "representative": [ + "2024", + "2025", + "2026" + ] + }, + "blockLatestPeriods": { + "representative": "2026" + }, + "mixedPeriods": false, + "retrievedAt": "2026-10-18" + }, + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://analysis/138930/representative.blocks.earnings.marginTrend", + "evidenceRefs": [ + "analysis.earnings.marginTrend" + ], + "falsifierRefs": [ + "marginBreak" + ], + "value": 378.96, + "unit": "%" } ], "evidence": [ + { + "id": "analysis.earnings.marginTrend", + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/138930/representative.blocks.earnings.marginTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" + }, { "id": "analysis.earnings.growthTrend", "kind": "calculationBlock", @@ -171,12 +229,6 @@ ], "assumptions": [], "gaps": [ - { - "id": "analysis.earnings.marginTrend", - "status": "missing", - "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", - "sourceRef": "representative.blocks.earnings.marginTrend" - }, { "id": "analysis.quality.earningsQualityFlags", "status": "partial", @@ -185,6 +237,14 @@ } ], "scenarios": [ + { + "id": "marginCompression", + "label": "영업이익률이 현재보다 3%p 하락", + "currentValue": 378.96, + "unit": "%", + "driverRef": "operatingMargin", + "sourceRef": "representative.assessment.drivers.operatingMargin" + }, { "id": "coverageStress", "label": "이자보상배율이 1배 아래로 하락", @@ -195,6 +255,11 @@ } ], "falsifiers": [ + { + "id": "marginBreak", + "condition": "영업이익률이 현재 관측치보다 3%p 이상 하락하면 수익성 결론을 다시 평가합니다.", + "driverRef": "operatingMargin" + }, { "id": "cashConversionBreak", "condition": "영업현금 전환 방향이 정상화되거나 추가 악화되면 현금 전환 결론을 다시 평가합니다.", @@ -220,11 +285,11 @@ "resilience", "quality" ], - "observedRequiredDomains": 2, + "observedRequiredDomains": 3, "domainCoverage": { "earnings": { - "status": "partial", - "observed": 1, + "status": "observed", + "observed": 2, "expected": 2 }, "cash": { @@ -243,16 +308,16 @@ "expected": 1 } }, - "observedComponents": 4, + "observedComponents": 5, "totalComponents": 6, "components": [ { "id": "earnings.marginTrend", "domain": "earnings", "required": true, - "status": "missing", + "status": "observed", "sourceRef": "representative.blocks.earnings.marginTrend", - "reason": "가용 데이터가 없어 계산 결과가 비었습니다." + "reason": "계산 근거를 확보했습니다." }, { "id": "earnings.growthTrend", @@ -298,9 +363,19 @@ }, "assessment": { "label": "재무 취약 신호", - "summary": "4개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 확인할 위험은 OCF/순이익, 부채비율입니다.", - "score": -3, + "summary": "5개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 강점은 영업이익률입니다. 확인할 위험은 OCF/순이익, 부채비율입니다.", + "score": -2, "drivers": [ + { + "id": "operatingMargin", + "label": "영업이익률", + "value": 378.96, + "unit": "%", + "direction": "positive", + "scoreContribution": 1, + "sourceRef": "earnings.marginTrend", + "period": "2025" + }, { "id": "operatingIncomeCagr", "label": "영업이익 CAGR", @@ -341,7 +416,9 @@ "period": "2025" } ], - "positiveDrivers": [], + "positiveDrivers": [ + "영업이익률" + ], "negativeDrivers": [ "OCF/순이익", "부채비율", @@ -357,124 +434,66 @@ "market": "KR", "engine": "credit", "axis": "등급", - "version": "v4.0" + "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { "label": "등급 산출 불가", - "summary": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 7/10)." + "summary": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다." }, "confidence": { "level": "blocked", - "score": 70.0, + "score": 0.0, "method": "validAxisWeightCoverage" }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 23.89, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 3.58, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 43.92, - "unit": "riskScore", - "direction": "negative", - "weight": 30, - "contribution": 13.18, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 36.56, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 5.48, - "sourceRef": "axes.유동성" - } - ], + "drivers": [], "claims": [], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/138930/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 43.92, 가중치 30%" - }, + "evidence": [], + "assumptions": [], + "gaps": [ { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/138930/axes/자본구조", - "status": "derived", - "detail": "위험점수 23.89, 가중치 15%" + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시" }, { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/138930/axes/유동성", - "status": "derived", - "detail": "위험점수 36.56, 가중치 15%" + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시" }, { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/138930/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.현금흐름", + "id": "credit.axis.회계자산위험 프록시", "status": "missing", - "reason": "현금흐름 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.현금흐름" + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시" }, { - "id": "credit.axis.사업안정성", + "id": "credit.axis.유동성", "status": "missing", - "reason": "사업안정성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.사업안정성" + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성" }, { - "id": "credit.axis.공시리스크", + "id": "credit.axis.규모·변동성 진단", "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단" }, { "id": "credit.calibration", "status": "blocked", - "reason": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 7/10).", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", "sourceRef": "blockedReason" } ], @@ -492,11 +511,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" } ], "payload": { @@ -505,32 +519,13 @@ "axes", "metricsHistory" ], - "gradeHistory": [ - { - "period": "2026", - "score": 95.0, - "grade": "D", - "pdEstimate": 100.0 - }, - { - "period": "2025", - "score": 67.5, - "grade": "B-", - "pdEstimate": 10.0 - }, - { - "period": "2024", - "score": 67.5, - "grade": "B-", - "pdEstimate": 10.0 - } - ], + "gradeHistory": [], "coverage": { - "validAxes": 4, - "totalAxes": 7, - "validWeight": 70.0, - "totalWeight": 100.0, - "weightCoverage": 70.0 + "validAxes": 0, + "totalAxes": 5, + "validWeight": 0, + "totalWeight": 0.0, + "weightCoverage": 0.0 }, "eCR": null, "pdEstimate": null, @@ -548,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -675,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -708,7 +703,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -721,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -741,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -763,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -774,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -799,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -855,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -874,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -897,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1027,13 +1022,6 @@ "usable": 1 }, "gaps": [ - { - "id": "analysis.earnings.marginTrend", - "status": "missing", - "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", - "sourceRef": "representative.blocks.earnings.marginTrend", - "engine": "analysis" - }, { "id": "analysis.quality.earningsQualityFlags", "status": "partial", @@ -1042,30 +1030,44 @@ "engine": "analysis" }, { - "id": "credit.axis.현금흐름", + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계자산위험 프록시", "status": "missing", - "reason": "현금흐름 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.현금흐름", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시", "engine": "credit" }, { - "id": "credit.axis.사업안정성", + "id": "credit.axis.유동성", "status": "missing", - "reason": "사업안정성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.사업안정성", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성", "engine": "credit" }, { - "id": "credit.axis.공시리스크", + "id": "credit.axis.규모·변동성 진단", "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단", "engine": "credit" }, { "id": "credit.calibration", "status": "blocked", - "reason": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 7/10).", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", "sourceRef": "blockedReason", "engine": "credit" }, @@ -1144,7 +1146,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1166,7 +1168,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1184,15 +1186,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/139050.json b/landing/lenses/139050.json index d7c7e2adbeee3027a77a1c32b9cba297c62ac2b6..ee835fe5975a0f58b17122892c119b73753c1f67 100644 --- a/landing/lenses/139050.json +++ b/landing/lenses/139050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-05-07", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,7 +1042,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-05-07", "period": "2025", "status": "derived", @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-05-07", "period": "2025", "status": "observed", @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139130.json b/landing/lenses/139130.json index c820dfc6a4a313b4abb624a252a60866a7c355ce..877df1a52adbe6d6ee785f85c7a59c329747572e 100644 --- a/landing/lenses/139130.json +++ b/landing/lenses/139130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -704,7 +704,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1147,7 +1147,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1169,7 +1169,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1187,15 +1187,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/139480.json b/landing/lenses/139480.json index 8620f8d6f6ae894fa34408bb9f47b4991d540c8e..3cf7eb0767506bd11babb66d707ac55158574f15 100644 --- a/landing/lenses/139480.json +++ b/landing/lenses/139480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1508,88 +1508,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0c517df2f854", - "target": "139480", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.338 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/139670.json b/landing/lenses/139670.json index 4fa0e22b755abb5e9dde6d32d421678176524049..2e4f09fd5923264285f20c77e3cd72ad8ac81fad 100644 --- a/landing/lenses/139670.json +++ b/landing/lenses/139670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139990.json b/landing/lenses/139990.json index 8ac53730d7a984aabc784ea2fb90fc40c028f23a..605642522ab834b1aa6cbad825e1fd9d76fedef3 100644 --- a/landing/lenses/139990.json +++ b/landing/lenses/139990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "자본구조 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 20.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 20.59%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -921,19 +921,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,17 +1000,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1079,7 +1079,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1088,7 +1088,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140070.json b/landing/lenses/140070.json index ce69458214a9408a8064ff43f02b8fafe20b33c2..d0c2bbb4e52aeeed364f8e347571b88f28e1a8d4 100644 --- a/landing/lenses/140070.json +++ b/landing/lenses/140070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1503,88 +1503,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:37af153814a1", - "target": "140070", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/140410.json b/landing/lenses/140410.json index 1319ce7a68fa43b29bcaa0335f488f56ec65d32a..ded6ef202337d99059b1a682589901d708f764a9 100644 --- a/landing/lenses/140410.json +++ b/landing/lenses/140410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2018", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,10 +988,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140430.json b/landing/lenses/140430.json index 97c476a5c0cafa872f20515dcf5d5f081dc28e73..2f6382f7e5764184a1c8df8d37f7fa8714a93215 100644 --- a/landing/lenses/140430.json +++ b/landing/lenses/140430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 12.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 14.56%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -761,14 +761,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -920,8 +920,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -940,8 +940,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -960,7 +960,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1028,10 +1028,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1047,10 +1047,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1070,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140520.json b/landing/lenses/140520.json index 8742177fdc9f616a3e07662d1aec564bdf8d199d..ba151682f676fd1a57b6f53dc074e5ae70a8248f 100644 --- a/landing/lenses/140520.json +++ b/landing/lenses/140520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140670.json b/landing/lenses/140670.json index ebd2a01bb0b5bcd6d572e456d0a2fffdf62f2fcb..f4b8d871a0432cac1bae54d965193e644aa745cc 100644 --- a/landing/lenses/140670.json +++ b/landing/lenses/140670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 9.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140860.json b/landing/lenses/140860.json index b39512f974e048a8ad09bbcc216156033903f817..5b9214845ab2446cdd26df2eccbb70fdc39be57b 100644 --- a/landing/lenses/140860.json +++ b/landing/lenses/140860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1459,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b529c89396e7", + "target": "140860", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.619 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/140910.json b/landing/lenses/140910.json index de0afe94b812a11ef5f69162a6071cb685049f26..b6ed5e1f9e965aaa7825006a26d3089a6123a3a7 100644 --- a/landing/lenses/140910.json +++ b/landing/lenses/140910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-09", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-09", "period": null, "status": "derived", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-09", "period": null, "status": "observed", @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/141000.json b/landing/lenses/141000.json index 174f027227ce8942e6648942e166bbd39cdd6532..b90dc89d41de0c0d202636da0f98c73fe88c4185 100644 --- a/landing/lenses/141000.json +++ b/landing/lenses/141000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/141080.json b/landing/lenses/141080.json index dda3aac1f650cd536e36ffbe60cfc1e0c39a5ef9..287e3ee9f1b65d2de1607d108fb3f45ea99accf8 100644 --- a/landing/lenses/141080.json +++ b/landing/lenses/141080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/142210.json b/landing/lenses/142210.json index bcb3fe683196c098aced300ee4dfe4df5958a734..0aba5caa4a57be9e938e97eaf9100fb75ce07f14 100644 --- a/landing/lenses/142210.json +++ b/landing/lenses/142210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/142280.json b/landing/lenses/142280.json index 6274cd6aba9709e5b9a94ee29c90e37f6a413eec..1316a3545cea23dfdb997a768d7bc6a6687ba14f 100644 --- a/landing/lenses/142280.json +++ b/landing/lenses/142280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/142760.json b/landing/lenses/142760.json index 9f1b4d7c9e1f2d93f645a4028c9473a13642cc7c..c52bd6ca3835e52a869c58ceb04b93907f4e0924 100644 --- a/landing/lenses/142760.json +++ b/landing/lenses/142760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 3853.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 3847.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143160.json b/landing/lenses/143160.json index 443f85b22556a81658cb5f1e776571e93d5b36bb..7ca8e360642a1878d3cd1419c957d62010df5eba 100644 --- a/landing/lenses/143160.json +++ b/landing/lenses/143160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143210.json b/landing/lenses/143210.json index 08fa3546f92b01bdd3a5d9d99112d54dee4b1865..627d39cb5f3b3b50c2fc5e7ac66f8eb395ba6733 100644 --- a/landing/lenses/143210.json +++ b/landing/lenses/143210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-23", "period": "2022", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-23", "period": "2022", "status": "derived", @@ -1132,7 +1132,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-23", "period": "2022", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143240.json b/landing/lenses/143240.json index 73f664110ac150490c1631cfa10bf1241362f466..eeb99c56b1d8d1e7d6be97477b573018a78f2ee9 100644 --- a/landing/lenses/143240.json +++ b/landing/lenses/143240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -998,8 +998,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,10 +1051,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1064,7 +1064,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143540.json b/landing/lenses/143540.json index 32c422108e6dabc1569b9d44836ea579e07c091c..333a30bd56ac92a28b291585c4b40b03b52a1edc 100644 --- a/landing/lenses/143540.json +++ b/landing/lenses/143540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:cd74680f132e", + "target": "143540", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.528 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/144510.json b/landing/lenses/144510.json index 3954ca50fff405e522d77835a6af0bca2063442b..a2f3a50b6066ff92f76e77cc6b037d0355fe0dd5 100644 --- a/landing/lenses/144510.json +++ b/landing/lenses/144510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 39.09, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 43.14, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 39.09, + "grade": "dCR-BB-", + "score": 43.14, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 40.05, + "grade": "dCR-BB-", + "score": 44.05, "assumptions": { "scenarioStress": "moderate" } @@ -908,10 +908,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 78점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 12.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1086,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1459,8 +1460,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/144960.json b/landing/lenses/144960.json index 9d5241d752412e5670f0e4917c8e24a3a215807d..30f67163db16361145d06dc01b2641f474b31889 100644 --- a/landing/lenses/144960.json +++ b/landing/lenses/144960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,10 +1296,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1350,7 +1350,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145020.json b/landing/lenses/145020.json index 683c77137f1e584c3115a457b9980b5e61065f1f..741d495208bc2868794729f369976bdc1eead76f 100644 --- a/landing/lenses/145020.json +++ b/landing/lenses/145020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 건강관리 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:94e2f8ae9717", + "target": "145020", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/145170.json b/landing/lenses/145170.json index 0ed2ebbe0d2811670629278be8f89c63dba499e1..7dbf4e2464b13c4e4ab54a189eefde373ae898ba 100644 --- a/landing/lenses/145170.json +++ b/landing/lenses/145170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -575,14 +575,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -702,10 +702,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -748,7 +748,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -790,8 +790,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -826,7 +826,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -882,10 +882,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -901,10 +901,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1154,7 +1154,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1172,8 +1172,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/145210.json b/landing/lenses/145210.json index 2a31fa2425a04fc34055f9463d06f8c13620d794..01f818989c4f2c0c03c8186d3bd35d501402f5eb 100644 --- a/landing/lenses/145210.json +++ b/landing/lenses/145210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.23%). 최근 주가 하락이 반영된 결과", "D/EBITDA 45.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-07-24", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-07-24", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-07-24", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,10 +1196,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1214,10 +1214,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145270.json b/landing/lenses/145270.json index 0d9b0ee1c5b02964161a755f91a0168ed2ddfc7f..c8ee3051e90a44603ddcae90fc185cc954500bb6 100644 --- a/landing/lenses/145270.json +++ b/landing/lenses/145270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145720.json b/landing/lenses/145720.json index ca874ed716ee3d63f69a8f0f81bc1a3ab15aec5d..51d5161169f7bd7cd5d108d6e1901778020eeaf5 100644 --- a/landing/lenses/145720.json +++ b/landing/lenses/145720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,15 +1507,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/145990.json b/landing/lenses/145990.json index a9ec2e8a7b41d54d6cf4633963a1e304a6cfd051..221eeee9a0964f2a0f49ad3c43e2feeaa64b51da 100644 --- a/landing/lenses/145990.json +++ b/landing/lenses/145990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/146060.json b/landing/lenses/146060.json index f6f5e66f79105e9651eea09e96c1806c219bebe2..4db6f94edcbc67745bd5287a9e58cfeed8c03ce3 100644 --- a/landing/lenses/146060.json +++ b/landing/lenses/146060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,7 +814,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 5.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 5.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -989,7 +989,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/146320.json b/landing/lenses/146320.json index 52ceba002a19c443e73a6e2b4670bcd7d02722d5..5dddadb44169b2b496db04dfd0929cdc7f093953 100644 --- a/landing/lenses/146320.json +++ b/landing/lenses/146320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -698,14 +698,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -825,10 +825,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -858,8 +858,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -871,7 +871,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -891,8 +891,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -911,10 +911,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -924,7 +924,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -949,7 +949,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1005,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1051,10 +1051,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1065,7 +1065,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1089,7 +1089,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/147760.json b/landing/lenses/147760.json index 470fe1a913ad2cc63d4f5470179bf847419f1bca..850cd4f5a3c2f7b580e4b06ac6e1245cf9b07695 100644 --- a/landing/lenses/147760.json +++ b/landing/lenses/147760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/147830.json b/landing/lenses/147830.json index aa19bb204ea927922238ac1f2e9f33a137e66bef..c7b168bcb4db7196e591de031190a8f7ade365c1 100644 --- a/landing/lenses/147830.json +++ b/landing/lenses/147830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/148140.json b/landing/lenses/148140.json index 396cc7c95970812caf96650412ab1bc75efad301..06c05983b9f39a268f164e8ae69239287e36a5d7 100644 --- a/landing/lenses/148140.json +++ b/landing/lenses/148140.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/148150.json b/landing/lenses/148150.json index 6ea29c5a15487252c8b7dc63d22add671684cde9..8d097d32e3ed77a28453276dd739acb0da2a1643 100644 --- a/landing/lenses/148150.json +++ b/landing/lenses/148150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -803,14 +803,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -930,10 +930,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -976,7 +976,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -996,8 +996,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1018,8 +1018,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1110,10 +1110,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1129,10 +1129,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1147,10 +1147,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1165,10 +1165,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/148250.json b/landing/lenses/148250.json index e664cd96835df5b8913e31c5c7f110b26db186f4..5e045d7f4b8315543e39b376e037a51bc193670c 100644 --- a/landing/lenses/148250.json +++ b/landing/lenses/148250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 24.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 26.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d2c00c75aa7b", - "target": "148250", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.294 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/148780.json b/landing/lenses/148780.json index 5393ad5f9c8e2cd0eb982cb01bcbed883a7aa8a5..5fb8e01b906d2c92780d033ebdf19f83dbd3f047 100644 --- a/landing/lenses/148780.json +++ b/landing/lenses/148780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,10 +993,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/148930.json b/landing/lenses/148930.json index 9674c9da4ad1bf682d7321fef8378040bd757b35..547a6ed45268b3e05e1449949dd967f48f526b94 100644 --- a/landing/lenses/148930.json +++ b/landing/lenses/148930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -757,14 +757,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -884,19 +884,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -917,8 +917,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -930,7 +930,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -950,8 +950,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -963,17 +963,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +983,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1008,7 +1008,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1042,7 +1042,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1051,7 +1051,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/149950.json b/landing/lenses/149950.json index 27dd2774b6e5d2c5efe0c1779f902f06bd669ec8..d474b3033dc2e20d86d77d91ad4e7e6de1bd3c91 100644 --- a/landing/lenses/149950.json +++ b/landing/lenses/149950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/149980.json b/landing/lenses/149980.json index 30683c233e5b26dce00090c042ec5540ea7e81ce..19ffb7774d8b1827fc20dc78b4b653031a672c9e 100644 --- a/landing/lenses/149980.json +++ b/landing/lenses/149980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/150840.json b/landing/lenses/150840.json index 1269be3ff1153e7d1f523b245767f7e4c15fee6c..9b9e482064b5aba460994dde78c46f03fa832c5a 100644 --- a/landing/lenses/150840.json +++ b/landing/lenses/150840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-23", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-23", "period": "2025", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-23", "period": "2025", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1199,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1217,10 +1217,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/150900.json b/landing/lenses/150900.json index 2fc57e3d90fbedb693863439bca8510be4d2ed76..55a3fd2737f79078a68c27d2ec2062d131400b51 100644 --- a/landing/lenses/150900.json +++ b/landing/lenses/150900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,15 +1505,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/151860.json b/landing/lenses/151860.json index 973c80acf752055bd63154a243f90309f67e1253..4a20c1d02f416fe31d8eed1c554a158d244d2ad4 100644 --- a/landing/lenses/151860.json +++ b/landing/lenses/151860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/151910.json b/landing/lenses/151910.json index 9410b57097d1204c62119fadab8c52ea8e488dd7..04c2d2b26103162802b6d3d233a88556a8e657ed 100644 --- a/landing/lenses/151910.json +++ b/landing/lenses/151910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-11-25", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -551,7 +551,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-11-25", "period": null, "status": "derived", @@ -571,7 +571,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-11-25", "period": null, "status": "observed", @@ -659,10 +659,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -678,10 +678,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -705,10 +705,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -723,10 +723,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -737,7 +737,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -761,7 +761,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -777,7 +777,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153460.json b/landing/lenses/153460.json index 2e630edfff7f89e4f5f138a1645382942be996e8..444f7b0389e19a6b301f99aa4c03799c8abff6eb 100644 --- a/landing/lenses/153460.json +++ b/landing/lenses/153460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153490.json b/landing/lenses/153490.json index 86ba468a2a148f32d8ba5f4752ba27edd46c3181..042ba432c94cf5a261d4a128a0239ef7883906d2 100644 --- a/landing/lenses/153490.json +++ b/landing/lenses/153490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.45%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1560,7 +1560,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1582,7 +1582,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1600,8 +1600,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/153710.json b/landing/lenses/153710.json index e0b55338527287a2bcd9f96d335e9a8d01730d46..061b36b54c2bdf640c2c0e5b83413aeae8a4ffbf 100644 --- a/landing/lenses/153710.json +++ b/landing/lenses/153710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -982,7 +982,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153890.json b/landing/lenses/153890.json index d0ccec209f146e0795f64b655df2dc4979885ebf..583aff4deecf32cbf55f09b4218caf0ac8098642 100644 --- a/landing/lenses/153890.json +++ b/landing/lenses/153890.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/154030.json b/landing/lenses/154030.json index d8dd2df9338130ec1f472b5a51ba10525b2f9158..b5594278d79f3417ec5059369214f3abf68d9165 100644 --- a/landing/lenses/154030.json +++ b/landing/lenses/154030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -891,7 +891,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1066,7 +1066,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/154040.json b/landing/lenses/154040.json index 38daf8530d7cf3b2b4477d90caba5a148e75be34..ad3a02d1fa386a4e961bd46bbc2e20be74ef5492 100644 --- a/landing/lenses/154040.json +++ b/landing/lenses/154040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1070,19 +1070,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1212,13 +1212,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/155650.json b/landing/lenses/155650.json index 0d9555e27dec11a24d56d04ba3f790155dd2c046..7cba11d37510e406ec853c62cf13b9b8a7c7ee22 100644 --- a/landing/lenses/155650.json +++ b/landing/lenses/155650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1548,12 +1548,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:af7f8a926359", + "target": "155650", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.74 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/155660.json b/landing/lenses/155660.json index 83bf4115b129908f0bb88890ef27b311f764016b..3850e01aceaafeb19314ee1a868da3bbe590d597 100644 --- a/landing/lenses/155660.json +++ b/landing/lenses/155660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/155960.json b/landing/lenses/155960.json index f124c62886c7b81ddea494e9bfc109f53b22fa14..f559c363c37a00d331e18a02962735dbe9e4c64f 100644 --- a/landing/lenses/155960.json +++ b/landing/lenses/155960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1025,10 +1025,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1071,10 +1071,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1089,10 +1089,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/156100.json b/landing/lenses/156100.json index 82cd19d96496661e17cd235f3a687978346c9e68..0d5b78381984333a8c3740633150e6690c893cd8 100644 --- a/landing/lenses/156100.json +++ b/landing/lenses/156100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/158430.json b/landing/lenses/158430.json index d3fc30df321cb86d647be34e63b8dac4ac4f622b..788308568f26179c79650e25cfcd8bcc37ac7ada 100644 --- a/landing/lenses/158430.json +++ b/landing/lenses/158430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1047,8 +1047,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1100,10 +1100,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/159010.json b/landing/lenses/159010.json index 4f43a7404176de02d74a9243c0dd35499edb91f1..dbf81c925b6b5a1c5eed5129c6f71ed44936f304 100644 --- a/landing/lenses/159010.json +++ b/landing/lenses/159010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -569,13 +569,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -988,19 +988,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,17 +1067,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1146,7 +1146,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1155,7 +1155,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1390,12 +1390,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4bc048445c74", + "target": "159010", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/159580.json b/landing/lenses/159580.json index adf4ec9a7224812a9003f1c31b3c2f2b56953ff7..6f93fd6fb14e3dfad3e207ddb01f65168efc537b 100644 --- a/landing/lenses/159580.json +++ b/landing/lenses/159580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1507,8 +1507,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/159910.json b/landing/lenses/159910.json index 53e3390a4f9b41ce42287ea034fc660fd973b033..c5a356d5b5774c60a729ad414a1a21411b8d0c7d 100644 --- a/landing/lenses/159910.json +++ b/landing/lenses/159910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160190.json b/landing/lenses/160190.json index f5f21f9889cef82c41fcd30589a88115b1cad0be..c1d45b60ab28a7421d322e2e218a87aad65682c4 100644 --- a/landing/lenses/160190.json +++ b/landing/lenses/160190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -555,7 +555,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 15.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 18.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -570,14 +570,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -697,19 +697,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -730,8 +730,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -743,7 +743,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -763,8 +763,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -776,17 +776,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -796,7 +796,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -821,7 +821,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -855,7 +855,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -864,7 +864,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -896,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1119,88 +1119,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d02097bbbc52", - "target": "160190", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/160550.json b/landing/lenses/160550.json index 647d4ebf19734b9dd8cb53cf1ec751abc06ada1f..5d37f21baf9b57ffcfb2c9876734daba644c26a3 100644 --- a/landing/lenses/160550.json +++ b/landing/lenses/160550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160600.json b/landing/lenses/160600.json index e326803287e259ac670ffb34d50f0b3675f0ea85..8978ecf704800c5044668c96cb1650511bc89dbf 100644 --- a/landing/lenses/160600.json +++ b/landing/lenses/160600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -587,10 +587,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -675,10 +675,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -721,10 +721,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -739,10 +739,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -753,7 +753,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -777,7 +777,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160980.json b/landing/lenses/160980.json index 155bfb5876c4ca967d45c8c56cc92c138715f76a..d9d8e998e988a817eedba1b42358d23eb54e3789 100644 --- a/landing/lenses/160980.json +++ b/landing/lenses/160980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161000.json b/landing/lenses/161000.json index 0a82c8980657ab206f924e79056e8659c3e96e7b..ba1ced77d38556d56ce717f4155417186c876200 100644 --- a/landing/lenses/161000.json +++ b/landing/lenses/161000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1610,7 +1610,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1632,7 +1632,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1650,15 +1650,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/161390.json b/landing/lenses/161390.json index 50e42e6624aedd51ddb9c68746b3f6986b816469..dffdf44a41222b5d5c939c0deb9b2ef62ace22b1 100644 --- a/landing/lenses/161390.json +++ b/landing/lenses/161390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161570.json b/landing/lenses/161570.json index dc6ee46ff94e6dc03d540cba64280653871a7026..c120346726e5348dbd6bf3b344d255d73ac0c297 100644 --- a/landing/lenses/161570.json +++ b/landing/lenses/161570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1073,10 +1073,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,10 +1100,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1118,10 +1118,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161580.json b/landing/lenses/161580.json index 485033181efb5819d5cc96b065cb14228ad32c60..dafbe529f54eb391daadcb9cd492cb0ba6523ef9 100644 --- a/landing/lenses/161580.json +++ b/landing/lenses/161580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -957,19 +957,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -990,8 +990,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,17 +1036,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1056,7 +1056,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1115,7 +1115,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1124,7 +1124,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1374,88 +1374,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a8b39c8cf978", - "target": "161580", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/161890.json b/landing/lenses/161890.json index 5f2aa9e5bf9ec5b89feb4b4d0e7358d7747ea4ac..1ff5499a40746e701393dd550794a9113cf72829 100644 --- a/landing/lenses/161890.json +++ b/landing/lenses/161890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:14c95e659269", + "target": "161890", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/162300.json b/landing/lenses/162300.json index fcfd436fb257def49033643e6fdf80f463b21ee2..20ea5d865177410f368a716eadb26136de25d8bd 100644 --- a/landing/lenses/162300.json +++ b/landing/lenses/162300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -558,13 +558,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/163280.json b/landing/lenses/163280.json index 3278cb046fabcb56d9573ee57c486af4befd999e..cb425c48a3ab17ca4f1ada56136ee5b8131b7218 100644 --- a/landing/lenses/163280.json +++ b/landing/lenses/163280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/163560.json b/landing/lenses/163560.json index 538e12a479d3f09394b752d00b86d022d3e7cff7..8595f0970446417fdbffd9ea1f8b99cf7f53b27e 100644 --- a/landing/lenses/163560.json +++ b/landing/lenses/163560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/163730.json b/landing/lenses/163730.json index 4f48320d70b1379abb806f1acfb6974cfb6455f3..a13db2cee049ff5c942173a4c5224f15a5d5f5ee 100644 --- a/landing/lenses/163730.json +++ b/landing/lenses/163730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -939,8 +939,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/166090.json b/landing/lenses/166090.json index 9d7710294d6f03224ef7a99966fcbe7f8e54fe15..454fef9ae54f2f9c38adbb7af96a53622f15288f 100644 --- a/landing/lenses/166090.json +++ b/landing/lenses/166090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-AA-", - "summary": "dCR 위험점수 8.82, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 8.52, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/166090/axes/채무상환능력", "status": "derived", - "detail": "위험점수 4.40, 가중치 25%" + "detail": "위험점수 1.70, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/166090/axes/자본구조", "status": "derived", - "detail": "위험점수 8.43, 가중치 20%" + "detail": "위험점수 8.06, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA-", - "score": 8.82, + "score": 8.52, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA-", - "score": 9.96, + "score": 9.7, "assumptions": { "scenarioStress": "moderate" } @@ -852,51 +852,51 @@ "gradeHistory": [ { "period": "2026", - "score": 9.22, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 10.0, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2025", - "score": 8.58, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 6.87, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2024", - "score": 14.68, - "grade": "A", - "pdEstimate": 0.06 + "score": 12.03, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2023", - "score": 23.94, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 17.28, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2022", - "score": 6.22, + "score": 5.58, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2021", - "score": 9.29, + "score": 8.86, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2020", - "score": 10.13, - "grade": "A+", - "pdEstimate": 0.04 + "score": 8.79, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2019", - "score": 23.89, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 20.89, + "grade": "BBB+", + "pdEstimate": 0.15 } ], "coverage": { @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1547,12 +1547,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5581f01da3e7", + "target": "166090", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/166480.json b/landing/lenses/166480.json index a55ad2abc51efe528079459b30a27821e1d1e1e8..a5a64fb49fbb7501de37a6a554305b7d47bf22a0 100644 --- a/landing/lenses/166480.json +++ b/landing/lenses/166480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -544,18 +544,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 46.99, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 50.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -739,15 +739,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 46.99, + "grade": "dCR-B+", + "score": 50.58, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 47.52, + "grade": "dCR-B+", + "score": 51.08, "assumptions": { "scenarioStress": "moderate" } @@ -830,11 +830,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 13.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -849,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -976,15 +977,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1009,8 +1010,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1022,7 +1023,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1043,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,17 +1056,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1076,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1100,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1134,7 +1135,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1143,7 +1144,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1156,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1175,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1378,88 +1379,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6c460d703420", - "target": "166480", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.567 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/168330.json b/landing/lenses/168330.json index af5b3de0bfbbd0ec73e22a975d020d42d0cb4bc6..ec721b3fcf6f9c5e7b8eeb620cbde09b9d03d368 100644 --- a/landing/lenses/168330.json +++ b/landing/lenses/168330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -548,18 +548,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 38.84, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 42.90, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,15 +743,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 38.84, + "grade": "dCR-BB-", + "score": 42.9, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 39.15, + "grade": "dCR-BB-", + "score": 43.2, "assumptions": { "scenarioStress": "moderate" } @@ -834,11 +834,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 10.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -980,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1026,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1069,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1179,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,10 +1207,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1220,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/168360.json b/landing/lenses/168360.json index 71124e1ef1d483591f679a3c825d76bbaa098ef7..f25fa2f75b3d737556d901375f5928ca0f49680b 100644 --- a/landing/lenses/168360.json +++ b/landing/lenses/168360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,7 +828,7 @@ "divergenceExplanation": [ "채무상환능력 축이 75점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 20.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 29.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1003,8 +1003,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,10 +1056,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/169330.json b/landing/lenses/169330.json index cc5acd39b957c84e8488ad5508efdeda03636eb1..888a5fe43ca22d6e2f7ca55723b1b9caa224fa12 100644 --- a/landing/lenses/169330.json +++ b/landing/lenses/169330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2022", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1000,19 +1000,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1026,8 +1026,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,17 +1071,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1148,7 +1148,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1157,7 +1157,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170030.json b/landing/lenses/170030.json index 650c3203f13b34babdb64d7cbc3ee18d6d819716..2469e1c57990d8174b9335d6959e31bc1436e699 100644 --- a/landing/lenses/170030.json +++ b/landing/lenses/170030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170790.json b/landing/lenses/170790.json index 27673d8f8c451ce31f4017d4ec3e1a985a29b02c..2e0c7eab29ef8061bfce93c4b90ea194ef00188a 100644 --- a/landing/lenses/170790.json +++ b/landing/lenses/170790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:51ce4e786744", + "target": "170790", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/170900.json b/landing/lenses/170900.json index 73a9d4c9cd7908bf07eae854b758ae2d24661943..68696d93f586535c0084f9843ec0a785cea32f29 100644 --- a/landing/lenses/170900.json +++ b/landing/lenses/170900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170920.json b/landing/lenses/170920.json index 9d1676c8c43c951cef90d95e2cf13bd892fefdd6..5993ea87e76a84614a6c87abd5d8526605dc0404 100644 --- a/landing/lenses/170920.json +++ b/landing/lenses/170920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e851c94eee21", + "target": "170920", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.619 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/171010.json b/landing/lenses/171010.json index c292b4abcc7d3b332f2f50a3896919942238da88..75d1d0a108db7f7e2440be62034a2d669963e7df 100644 --- a/landing/lenses/171010.json +++ b/landing/lenses/171010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 15.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 15.78%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/171090.json b/landing/lenses/171090.json index e6756b20589a85209ecdf8c00b27488e3701f0a2..3f33d5735dc17d154d695ca37624c2275abcb7e1 100644 --- a/landing/lenses/171090.json +++ b/landing/lenses/171090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/171120.json b/landing/lenses/171120.json index 6432f4ff0ebcdc58a7fe09057e1787f6cbfc05e9..aee1d6b38df71e84587a1d7de74c9c33cdc0cd6c 100644 --- a/landing/lenses/171120.json +++ b/landing/lenses/171120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/172670.json b/landing/lenses/172670.json index 3068b619698b91f47aff083259ca07dddcb8d445..2d3b2732df819a821ce2777f9c54a1c35b3ebf77 100644 --- a/landing/lenses/172670.json +++ b/landing/lenses/172670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -569,18 +569,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 38.12, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 40.37, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 38.12, + "score": 40.37, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 39.14, + "score": 41.39, "assumptions": { "scenarioStress": "moderate" } @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1209,10 +1209,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/173130.json b/landing/lenses/173130.json index c06e3d688ab5a8f6738c00ddfa8397232067c03c..4e8d650acda4f03e7e6a8cd5c1048c8b6a98561a 100644 --- a/landing/lenses/173130.json +++ b/landing/lenses/173130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,10 +1256,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/173940.json b/landing/lenses/173940.json index 98035e1b02fd51492ee24753c3c2d160c34d1a16..105747372a5b0313a02e711d7fc0ae578f7d7c10 100644 --- a/landing/lenses/173940.json +++ b/landing/lenses/173940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1389,7 +1389,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1411,7 +1411,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1429,8 +1429,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/174880.json b/landing/lenses/174880.json index 64e2e0bdd86f8c6971d45f7a5d46c995bebc779f..b4de4978ac1a9976442ac88e33ac4cbcb81a7919 100644 --- a/landing/lenses/174880.json +++ b/landing/lenses/174880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1136,7 +1136,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/174900.json b/landing/lenses/174900.json index b2eb2e08bc2412b5ef81a0358d828bf2fe164fc9..8c54ba2e48f4afdeb7ce3d51c87291a2e15cef36 100644 --- a/landing/lenses/174900.json +++ b/landing/lenses/174900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -995,8 +995,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1026,10 +1026,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1039,7 +1039,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1048,7 +1048,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175140.json b/landing/lenses/175140.json index c0d8e1b0e2013e7cfe240ca71e59323367d6849f..ac625a707741ea3d1463d589c0e2455e722db09d 100644 --- a/landing/lenses/175140.json +++ b/landing/lenses/175140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175250.json b/landing/lenses/175250.json index 46977c1178047760942311dfa2aec43737b06bda..f4afc727cc6a9945145b1b58aed73e4b476989f2 100644 --- a/landing/lenses/175250.json +++ b/landing/lenses/175250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175330.json b/landing/lenses/175330.json index 9ee448a4aced2b192165f1e25f83a79f6698158e..8df167f5ccab1c4e4cc257ce65e495383c6990d7 100644 --- a/landing/lenses/175330.json +++ b/landing/lenses/175330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -690,8 +690,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1085,7 +1085,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/176750.json b/landing/lenses/176750.json index f0cb36896e09c8af13b466a3a113f6eb6bf25417..c81363de1aa101c702d858aa0a53f282bf46c5e8 100644 --- a/landing/lenses/176750.json +++ b/landing/lenses/176750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177350.json b/landing/lenses/177350.json index 357c5c5ac0864291160f08d368156b3f3351dd80..ab9719f1a98f7e8bbac0ac1fe9b7dee0c674f526 100644 --- a/landing/lenses/177350.json +++ b/landing/lenses/177350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177830.json b/landing/lenses/177830.json index 0553b9ed063db6c72528f4697ac908e8c0e253f2..0ed84aef0c1fa6feb47661cf29be020e143dfd43 100644 --- a/landing/lenses/177830.json +++ b/landing/lenses/177830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177900.json b/landing/lenses/177900.json index ddeb19ce9abc18117815d056ef2858bb14512d65..cfad790a5298adec402dd190ffd41ba8466ceaac 100644 --- a/landing/lenses/177900.json +++ b/landing/lenses/177900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/178320.json b/landing/lenses/178320.json index bf8dba861209612435de3200537593d261226495..01df8f3e7f911dd3ced3a651dfcdc8c3eedd66a5 100644 --- a/landing/lenses/178320.json +++ b/landing/lenses/178320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 48.12, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 49.45, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 산업재 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 48.12, + "score": 49.45, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 48.67, + "score": 49.92, "assumptions": { "scenarioStress": "moderate" } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1505,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/178600.json b/landing/lenses/178600.json index 07594df2f714da6aca457b5282b6aea77fca450f..c1a5df4fa7355c78617dab5d12841da23fe57411 100644 --- a/landing/lenses/178600.json +++ b/landing/lenses/178600.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/178780.json b/landing/lenses/178780.json index de29368e541c5951896f86f7020159456bd96e4a..1d473e840f9606893be69900bac0fd67c2958b37 100644 --- a/landing/lenses/178780.json +++ b/landing/lenses/178780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1504,12 +1504,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:65128a0b6b87", + "target": "178780", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.429 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/178920.json b/landing/lenses/178920.json index 9844849eb6c8a7d3bb4e562d1d7d60b6e6d295b2..60b2e9d23559648264ebea1af3aed8d4aeee473c 100644 --- a/landing/lenses/178920.json +++ b/landing/lenses/178920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,10 +1106,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1119,7 +1119,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/179290.json b/landing/lenses/179290.json index 2c7d1269aaee7c44711cf753d8fb760d19b2447c..b652cfba18d2726a6dcd48bf89b057f457d7da19 100644 --- a/landing/lenses/179290.json +++ b/landing/lenses/179290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2022", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/179530.json b/landing/lenses/179530.json index 3b17fd8bcc6b1133c70998131ad271736b3623f7..9294052c0486d3dfff277e64428fe4aa1d1a1b5d 100644 --- a/landing/lenses/179530.json +++ b/landing/lenses/179530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -934,19 +934,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -967,8 +967,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -980,7 +980,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1013,17 +1013,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1033,7 +1033,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1058,7 +1058,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1086,13 +1086,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1101,7 +1101,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1133,10 +1133,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,10 +1160,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/179720.json b/landing/lenses/179720.json index bc417a2ef462806c69f29004f679226c9b307a00..d70524e56e815e10bb350525141e65435e789208 100644 --- a/landing/lenses/179720.json +++ b/landing/lenses/179720.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/3개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/3개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/179880.json b/landing/lenses/179880.json new file mode 100644 index 0000000000000000000000000000000000000000..7047d551f72a0c7f025961bd0f2bf8f9af23a98c --- /dev/null +++ b/landing/lenses/179880.json @@ -0,0 +1,977 @@ +{ + "schemaVersion": 1, + "target": "179880", + "market": "KR", + "engines": [ + "analysis", + "credit", + "industry", + "quant", + "macro" + ], + "products": { + "analysis": { + "schemaVersion": 1, + "identity": { + "target": "179880", + "market": "KR", + "engine": "analysis", + "axis": "종합평가", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": null, + "retrievedAt": "2026-10-18" + }, + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "blocked", + "conclusion": { + "label": "판단 보류", + "summary": "대표 판단을 만들 직접 재무 근거가 없어 결론을 차단했습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "requiredDomainCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags" + } + ], + "scenarios": [], + "falsifiers": [], + "payload": { + "blockRefs": [ + "scorecard", + "piotroski", + "summaryFlags", + "representative" + ], + "coverage": { + "requiredDomains": [ + "earnings", + "cash", + "resilience", + "quality" + ], + "observedRequiredDomains": 0, + "domainCoverage": { + "earnings": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "cash": { + "status": "missing", + "observed": 0, + "expected": 1 + }, + "resilience": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "quality": { + "status": "missing", + "observed": 0, + "expected": 1 + } + }, + "observedComponents": 0, + "totalComponents": 6, + "components": [ + { + "id": "earnings.marginTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.marginTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "earnings.growthTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.growthTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "cash.cashQuality", + "domain": "cash", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.cash.cashQuality", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.leverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.coverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "quality.earningsQualityFlags", + "domain": "quality", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + } + ] + }, + "assessment": { + "label": "판단 보류", + "summary": "0개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", + "score": null, + "drivers": [], + "positiveDrivers": [], + "negativeDrivers": [] + } + } + }, + "industry": { + "schemaVersion": 1, + "identity": { + "target": "179880", + "market": "KR", + "engine": "industry", + "axis": "회사위치", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": { + "mappingUpdatedAt": null, + "financialPeriod": null, + "retrievedAt": "2026-10-18" + }, + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "blocked", + "conclusion": { + "label": "산업 위치 판단 불가", + "summary": "산업 가치사슬의 primary 위치 매핑이 없습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "mappingConfidenceAndBlockCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy" + } + ], + "scenarios": [], + "falsifiers": [ + { + "id": "positionRemap", + "condition": "primary 산업 노드의 stage 또는 source가 변경되면 가치사슬 결론을 다시 평가합니다.", + "sourceRef": "stage" + } + ], + "payload": { + "blockRefs": [ + "industry", + "stage", + "sectorMetrics", + "sectorCycle", + "profitPool", + "relationships", + "concentration" + ], + "coverage": { + "observedBlocks": 0, + "totalBlocks": 6, + "blocks": { + "position": false, + "sectorMetrics": false, + "sectorCycle": false, + "profitPool": false, + "relationships": false, + "concentration": false + } + }, + "peerCount": 0, + "relationshipCoverage": { + "count": null, + "evidenceCoverage": null, + "amountCoverage": null, + "ratioCoverage": null + } + } + }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "179880", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-16", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, + "macro": { + "schemaVersion": 1, + "identity": { + "target": "179880", + "market": "KR", + "engine": "macro", + "axis": "전파", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "partial", + "conclusion": { + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + }, + "confidence": { + "level": "medium", + "score": 60.0, + "method": "macroObservationAndCompanyEvidenceCoverage" + }, + "drivers": [ + { + "id": "BAMLH0A0HYM2", + "label": "미국 HY 스프레드", + "value": 3.23, + "unit": "%p", + "signal": "falling", + "change": -0.020000000000000018, + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" + }, + { + "id": "BASE_RATE", + "label": "한국 기준금리", + "value": 3.0, + "unit": "%", + "signal": "flat", + "change": 0.0, + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE" + }, + { + "id": "CPI", + "label": "소비자물가 YoY", + "value": 120.43, + "unit": "%", + "signal": "rising", + "change": 0.38000000000000966, + "sourceRef": "macro/ecos/observations.parquet#CPI" + }, + { + "id": "DCOILWTICO", + "label": "WTI", + "value": 101.91, + "unit": "$", + "signal": "rising", + "change": 1.0499999999999972, + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" + }, + { + "id": "EXPORT", + "label": "수출 YoY", + "value": 104800.5, + "unit": "%", + "signal": "rising", + "change": 4350.5, + "sourceRef": "macro/ecos/observations.parquet#EXPORT" + }, + { + "id": "USDKRW", + "label": "원/달러", + "value": 1331.4, + "unit": "원", + "signal": "falling", + "change": -13.199999999999818, + "sourceRef": "macro/ecos/observations.parquet#USDKRW" + } + ], + "claims": [], + "evidence": [ + { + "id": "macro.driver.BAMLH0A0HYM2", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", + "status": "observed", + "observedAt": "2026-10-15", + "detail": "미국 HY 스프레드 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.BASE_RATE", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", + "status": "observed", + "observedAt": "2026-10-08", + "detail": "한국 기준금리 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.CPI", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#CPI", + "status": "observed", + "observedAt": "2026-09-01", + "detail": "소비자물가 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.DCOILWTICO", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", + "status": "observed", + "observedAt": "2026-10-14", + "detail": "WTI 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.EXPORT", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#EXPORT", + "status": "observed", + "observedAt": "2026-08-01", + "detail": "수출 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.USDKRW", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#USDKRW", + "status": "observed", + "observedAt": "2026-10-16", + "detail": "원/달러 최신 관측과 직전 변화" + } + ], + "assumptions": [ + { + "id": "edgeSign", + "value": "registryPrior", + "reason": "경로 부호와 시차는 기업별 회귀계수가 아니라 registry prior입니다." + } + ], + "gaps": [ + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/179880" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/179880/product" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff" + } + ], + "scenarios": [ + { + "id": "fx-export-revenue", + "driverId": "USDKRW", + "condition": "USDKRW 방향이 반전될 때 매출 성장률 / 환산손익 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + }, + { + "id": "export-demand-revenue", + "driverId": "EXPORT", + "condition": "EXPORT 방향이 반전될 때 매출 성장률 / 가동률 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "rate-debt-interest", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 이자비용 / 차입 재조달 경로 재평가", + "lagMonths": [ + 3, + 12 + ] + }, + { + "id": "rate-bank-margin", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 순이자마진 / 조달비용 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "hy-risk-premium", + "driverId": "BAMLH0A0HYM2", + "condition": "BAMLH0A0HYM2 방향이 반전될 때 신용스프레드 / 위험프리미엄 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + } + ], + "falsifiers": [ + { + "id": "fx-export-revenue.0", + "condition": "달러 원가 비중이 해외 매출 효과를 상쇄" + }, + { + "id": "fx-export-revenue.1", + "condition": "헤지 정책으로 환산 민감도 약화" + }, + { + "id": "export-demand-revenue.0", + "condition": "내수 매출 중심" + }, + { + "id": "export-demand-revenue.1", + "condition": "재고 과잉으로 출하 증가가 매출로 이어지지 않음" + }, + { + "id": "rate-debt-interest.0", + "condition": "순현금 기업" + }, + { + "id": "rate-debt-interest.1", + "condition": "고정금리 장기차입 중심" + }, + { + "id": "rate-debt-interest.2", + "condition": "이자수익이 비용을 상쇄" + }, + { + "id": "rate-bank-margin.0", + "condition": "조달비용이 대출금리보다 빠르게 상승" + }, + { + "id": "rate-bank-margin.1", + "condition": "대손비용 증가가 NIM 개선을 상쇄" + }, + { + "id": "hy-risk-premium.0", + "condition": "무차입 또는 충분한 현금" + }, + { + "id": "hy-risk-premium.1", + "condition": "방어적 현금흐름" + }, + { + "id": "hy-risk-premium.2", + "condition": "정부/모회사 지원 가능성" + } + ], + "payload": { + "blockRefs": [ + "drivers", + "edges", + "regimeEvidence" + ], + "companyBound": true, + "companyEdgeCount": 0, + "edgeCount": 7 + } + } + }, + "statusCounts": { + "blocked": 2, + "partial": 2 + }, + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend", + "engine": "analysis" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend", + "engine": "analysis" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality", + "engine": "analysis" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "engine": "analysis" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ValueError: 'BS' topic 의 데이터를 가져올 수 없습니다. topic 이름을 확인하거나 c.panel('BS') 로 직접 호출해보세요." + }, + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason", + "engine": "industry" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position", + "engine": "industry" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics", + "engine": "industry" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle", + "engine": "industry" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool", + "engine": "industry" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships", + "engine": "industry" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration", + "engine": "industry" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy", + "engine": "industry" + }, + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/179880", + "engine": "macro" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/179880/product", + "engine": "macro" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest", + "engine": "macro" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin", + "engine": "macro" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium", + "engine": "macro" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost", + "engine": "macro" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff", + "engine": "macro" + } + ], + "noComposite": true, + "tensions": { + "schemaVersion": 1, + "items": [], + "evaluations": [ + { + "patternId": "fundamentalPriceDivergence", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "earningsCashDivergence", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "growthCreditTradeoff", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "industryExecutionCounterforce", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "macroCompanyCounterforce", + "status": "blocked", + "reason": "productNotUsable" + } + ], + "noComposite": true + } +} diff --git a/landing/lenses/179900.json b/landing/lenses/179900.json index 7c362b41907e91edf23de7690b3bdae407e6a267..429d609f14b97874d9dfbe6d3dcdc1afd8c5ff3d 100644 --- a/landing/lenses/179900.json +++ b/landing/lenses/179900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1044,19 +1044,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/180060.json b/landing/lenses/180060.json index 06320d1d8be174c165b11fc1fa0e01c9e1dbc3ad..76f547262091b7967585019b5b4ff8a7130e440c 100644 --- a/landing/lenses/180060.json +++ b/landing/lenses/180060.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/180400.json b/landing/lenses/180400.json index d34b7ee1825f8a72252b39fefe8819427a177f8b..48023f9010199ac7d8f83dd4330ff53a508df2f6 100644 --- a/landing/lenses/180400.json +++ b/landing/lenses/180400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/180640.json b/landing/lenses/180640.json index e5e08898dd5ff73565558058fd991815b5702c7f..4c770796b83c087c0e5d061dd883b07c0da7a17c 100644 --- a/landing/lenses/180640.json +++ b/landing/lenses/180640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/181710.json b/landing/lenses/181710.json index 74f008c66e99300dd471a9e147a88a4da4c70a94..3d12a2bdba1a751ab0ebaa53a6eb4e6021d45e47 100644 --- a/landing/lenses/181710.json +++ b/landing/lenses/181710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1451,12 +1451,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3f5ebb25e673", + "target": "181710", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.253 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/182360.json b/landing/lenses/182360.json index 25d3debbaff2846e20856e7b398e5fbdc2677947..d3637fbf5c70bbbd2f59dba5425e2c9f451e6fd5 100644 --- a/landing/lenses/182360.json +++ b/landing/lenses/182360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,7 +927,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.24%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1070,19 +1070,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1103,8 +1103,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1116,7 +1116,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,17 +1149,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1194,7 +1194,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1228,7 +1228,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1237,7 +1237,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1250,10 +1250,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1269,10 +1269,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1472,12 +1472,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:604d6d3ed711", + "target": "182360", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.25 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/182400.json b/landing/lenses/182400.json index 722ac940972369ee77eb886f480c4d3c1a4d1e97..98435ec84c3e924a8476051c445a8cdda2260acd 100644 --- a/landing/lenses/182400.json +++ b/landing/lenses/182400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-02-13", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-02-13", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-02-13", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,10 +1197,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1215,10 +1215,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1531,7 +1531,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1553,7 +1553,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1571,7 +1571,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-02-13", "period": "2025", "status": "observed", diff --git a/landing/lenses/183190.json b/landing/lenses/183190.json index fc1909d049f0c396e651431db255adf2768bc4c3..e0e626d1b94ab84f943ae6ac38985501a5c65062 100644 --- a/landing/lenses/183190.json +++ b/landing/lenses/183190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 28.25, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 30.50, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 28.25, + "score": 30.5, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 29.29, + "score": 31.54, "assumptions": { "scenarioStress": "moderate" } @@ -914,6 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 38점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/183300.json b/landing/lenses/183300.json index 77913a35218642449073e7b52bd7365e14a33625..5ffb4c17b3c6b2e00bd6cde0210caa14aebabb97 100644 --- a/landing/lenses/183300.json +++ b/landing/lenses/183300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 29.62, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.87, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 29.62, + "score": 31.87, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 30.51, + "grade": "dCR-BBB-", + "score": 32.76, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.자본구조" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -917,6 +922,7 @@ "divergenceExplanation": [ "자본구조 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1110,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1150,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/183350.json b/landing/lenses/183350.json index c17522a6cbad9f6e26ebc66c2fa9378d54b848ca..533a359a747ce04ee38b225cbffc2424d4128ad2 100644 --- a/landing/lenses/183350.json +++ b/landing/lenses/183350.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], @@ -746,7 +746,7 @@ { "engine": "credit", "status": "blocked", - "reason": "RuntimeError: 데이터 다운로드 실패 (183350, 재무 숫자 데이터): HTTP Error 404: Not Found\n\n • 인터넷 연결을 확인하세요\n • 해당 종목이 dartlab 데이터셋에 포함되어 있는지 확인하세요\n → DART: 한국 상장기업 ~2,700개 / EDGAR: 미국 상장기업 ~970개\n • DART API " + "reason": "RuntimeError: 데이터 다운로드 실패 (183350, 재무 숫자 데이터): HTTP Error 404: Not Found\n\n • 인터넷 연결을 확인하세요\n • 해당 종목이 dartlab 데이터셋에 포함되어 있는지 확인하세요\n → DART: 한국 상장기업 ~2,700개 / EDGAR: 미국 상장기업 ~970개\n • DART 공시 문" }, { "id": "industry.position", diff --git a/landing/lenses/183490.json b/landing/lenses/183490.json index b1adffa39f461c92000b30e641971601da58de72..a1912c970f45d554ec1bedb7d44d971ee10c0d1c 100644 --- a/landing/lenses/183490.json +++ b/landing/lenses/183490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1058,7 +1058,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1380,7 +1380,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1402,7 +1402,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1420,7 +1420,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", diff --git a/landing/lenses/184230.json b/landing/lenses/184230.json index 0e917e86aeafa58c448d2c1354ae4b80c17993c8..15b2dce23f7dbb20b72cc82e2ac95e2829258675 100644 --- a/landing/lenses/184230.json +++ b/landing/lenses/184230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 27.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 28.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/185190.json b/landing/lenses/185190.json index 13ad9b12752fe155409efaab2fe18d4cefc036f2..ca548145eeecbaa70f579d4cca99e18c2e0cbf4e 100644 --- a/landing/lenses/185190.json +++ b/landing/lenses/185190.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/185490.json b/landing/lenses/185490.json index c2ce6fb4d3a6978e3191cf2e7ecd35f267ca997e..73cd42c44b5bf837e7010572c2f3f3b35abae3db 100644 --- a/landing/lenses/185490.json +++ b/landing/lenses/185490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -920,8 +920,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -933,8 +933,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -952,10 +952,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -965,7 +965,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -982,7 +982,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1063,10 +1063,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1086,7 +1086,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/185750.json b/landing/lenses/185750.json index e147bc0e89f30c866f0e521c27c7cd67ab050b17..08b5fe3b33ab5050fc7e59a5cd7f58610c48c1de 100644 --- a/landing/lenses/185750.json +++ b/landing/lenses/185750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/186230.json b/landing/lenses/186230.json index 8b2f3828537bed2d15c49baa086e4223b1209ca9..8427dcb310bb47620e140adee8a62f4cb1e0e8a8 100644 --- a/landing/lenses/186230.json +++ b/landing/lenses/186230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,7 +880,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 11.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 10.79%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -896,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1023,10 +1023,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1056,7 +1056,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1147,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187220.json b/landing/lenses/187220.json index 9a6303332b7bce4cfb4c840f8277040294502413..644e63ee041e7441ab28430a3b43617411696bd4 100644 --- a/landing/lenses/187220.json +++ b/landing/lenses/187220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 12.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 12.77%). 최근 주가 하락이 반영된 결과", "D/EBITDA 124.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187270.json b/landing/lenses/187270.json index 5a2e5f9999f5970868d1fe46d785c3a6947f96c1..3533ae65b718f1a106503d42a4da481c798c11f6 100644 --- a/landing/lenses/187270.json +++ b/landing/lenses/187270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 산업재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187420.json b/landing/lenses/187420.json index dd54d72bbee440569835c762cb47490e42b33d7c..08d632a08f5b453ab4b0eaf5a66debf3754d885f 100644 --- a/landing/lenses/187420.json +++ b/landing/lenses/187420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187660.json b/landing/lenses/187660.json index 0fb2f48656ff1ed55f9502e3e8531e5fb7dee021..7200d8b61f19484a7b49b6586fe366fda9a881a7 100644 --- a/landing/lenses/187660.json +++ b/landing/lenses/187660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187790.json b/landing/lenses/187790.json index 0b66ff441df0e647eb540cc7e16e83fd701909e9..950e5ce9a9943c2aed1805860d40316f354c0737 100644 --- a/landing/lenses/187790.json +++ b/landing/lenses/187790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,12 +1602,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8a869320e9cb", + "target": "187790", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.891 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/187870.json b/landing/lenses/187870.json index 0534a1927172e44161f21a2ce9f638181517f27e..629d9c21536493f881dfd8fbc81f0d7715f81164 100644 --- a/landing/lenses/187870.json +++ b/landing/lenses/187870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/188040.json b/landing/lenses/188040.json index 5f61643639a1664e894fb0c34be4139ab795c157..18f4a0b0e05138af76dc0e9e4c96e72e0cd63f70 100644 --- a/landing/lenses/188040.json +++ b/landing/lenses/188040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/188260.json b/landing/lenses/188260.json index 2b62a7b044fdb0c38b7b6a582f93f4f247539498..2dd1d023a960be576b7548036c6956fe8c7e74af 100644 --- a/landing/lenses/188260.json +++ b/landing/lenses/188260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -417,14 +417,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -539,10 +539,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -571,8 +571,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -591,8 +591,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -611,7 +611,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -679,10 +679,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -725,10 +725,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -743,10 +743,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -781,7 +781,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -797,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189300.json b/landing/lenses/189300.json index e22ed146dd77e4a6a4b22b227f13472c2121bf0a..330ef952c151d9790a0e0bb09274ba47bfdc7c70 100644 --- a/landing/lenses/189300.json +++ b/landing/lenses/189300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189330.json b/landing/lenses/189330.json index 5b0c497cd78e01d47c75916b648c45ced1a35c6d..2e3f0b5a78b5b1197a64b1fdc7b1b3f1ad1eeb68 100644 --- a/landing/lenses/189330.json +++ b/landing/lenses/189330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -938,8 +938,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1049,10 +1049,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1290,7 +1290,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1308,8 +1308,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/189690.json b/landing/lenses/189690.json index c9e88e38b9db1825903e6118d9ab7ff5ba71128f..6567fdc1ca4e22578a1a55860122038960bf9a4c 100644 --- a/landing/lenses/189690.json +++ b/landing/lenses/189690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1029,15 +1029,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1062,8 +1062,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1108,17 +1108,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1187,7 +1187,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1196,7 +1196,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1431,88 +1431,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2c70f82aeaef", - "target": "189690", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2024", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.524 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/189860.json b/landing/lenses/189860.json index 9560f3e14cfd49b705be7d4649488d41ed64e7ba..333a68b349457bda12b24a4e5cc1e86c36a1a25b 100644 --- a/landing/lenses/189860.json +++ b/landing/lenses/189860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 37.44, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 39.69, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 37.44, + "score": 39.69, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 38.12, + "score": 40.37, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189980.json b/landing/lenses/189980.json index 6b602fa0d18df3d38d005145525818e65208d2c5..39293cea58adda6b7518e62df8674c535eae07bb 100644 --- a/landing/lenses/189980.json +++ b/landing/lenses/189980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/190510.json b/landing/lenses/190510.json index f0bfae57f08d6fd222f9a0ffef4d0cb12e4f78b3..5a09823c7319080600c60140e76344052229e4d6 100644 --- a/landing/lenses/190510.json +++ b/landing/lenses/190510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/190650.json b/landing/lenses/190650.json index 9b839a775b0c333d72fb8035f8c58a045e38dcd7..5927e2fafde8af49a355d18c3ce6eb1149264d4b 100644 --- a/landing/lenses/190650.json +++ b/landing/lenses/190650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -622,7 +622,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -655,8 +655,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/191410.json b/landing/lenses/191410.json index c20c65eb5d9a330e02f58d981704436c79fbbe94..d18c3a10933b60ece0f362006235f778c7815e83 100644 --- a/landing/lenses/191410.json +++ b/landing/lenses/191410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 15.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 15.18%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/191420.json b/landing/lenses/191420.json index 0e8fa6042954843ec8a28c6537d44a017b413845..416ff8bf59c2598d3cfde9e734e661422c6aed70 100644 --- a/landing/lenses/191420.json +++ b/landing/lenses/191420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 47.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/191600.json b/landing/lenses/191600.json index 2c7cfede794d000eff3cb7e4fbba4ef21e4eb0c5..a661b7e1fd4986969c4475dcfd3de6af5a0ef4b2 100644 --- a/landing/lenses/191600.json +++ b/landing/lenses/191600.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192080.json b/landing/lenses/192080.json index 1ac2dc82b3a1cd1fc0604b20ae47a70772219247..1bd38486b390e9f769e5253e510bd9a90b83ba5a 100644 --- a/landing/lenses/192080.json +++ b/landing/lenses/192080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192250.json b/landing/lenses/192250.json index f1c30865480278b832ed716f12893548bd6ba3b9..bfd1cf8a7f038b3dc45f1188f192b2875dc45e8f 100644 --- a/landing/lenses/192250.json +++ b/landing/lenses/192250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192390.json b/landing/lenses/192390.json index c7fced466e73bd150949ab8db048249bdb6117c1..0761b6584d41114755faeddeb5c2ebed043d1c06 100644 --- a/landing/lenses/192390.json +++ b/landing/lenses/192390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/192400.json b/landing/lenses/192400.json index b8ab9ff5d0ea87621545eaff12900d4cb20f7fde..f8aca555a7da900c0ced8b9fef0e0f774de426c8 100644 --- a/landing/lenses/192400.json +++ b/landing/lenses/192400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -902,15 +902,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,17 +981,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1054,13 +1054,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1370,12 +1370,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:716a3cddae48", + "target": "192400", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.427 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/192410.json b/landing/lenses/192410.json index 4d3785d988ee04466b0ad4232171cfbd7348fda3..08c4e0c2bf35c07266f2c9164aedc03dc9721fc0 100644 --- a/landing/lenses/192410.json +++ b/landing/lenses/192410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192440.json b/landing/lenses/192440.json index f7ae1deacb5b7bb20b00fc586e7a80798a57c02b..0a992240ed82893b42e3099258d46cf860a7aa47 100644 --- a/landing/lenses/192440.json +++ b/landing/lenses/192440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192520.json b/landing/lenses/192520.json index 9d7089c76771fa79c10bc0c22c5b2fcfacbaa8ea..f4e646bb8a4e2b76459c62bee15b72929d8b8fd4 100644 --- a/landing/lenses/192520.json +++ b/landing/lenses/192520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192530.json b/landing/lenses/192530.json index 815d2a42a9b2c9a70e532f81ee0b815fdc128972..d5760cca4940765bb42c36c41130b26e5299b01b 100644 --- a/landing/lenses/192530.json +++ b/landing/lenses/192530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192650.json b/landing/lenses/192650.json index 0a95ea58e70ee275ab0ec144716cf961a7e810af..5b0dd8e43c826068718862932538df4b851f8358 100644 --- a/landing/lenses/192650.json +++ b/landing/lenses/192650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1065,8 +1065,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192820.json b/landing/lenses/192820.json index b042519871ba659dfeaad300cff08381c8a8cbaf..fb3b3d5e61e35640936c7c12954f4912d15bbe59 100644 --- a/landing/lenses/192820.json +++ b/landing/lenses/192820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/193250.json b/landing/lenses/193250.json index 367222c8a3ad00f9c027523bac6702e83adc55b6..4fe203e76fe244649fd7b7864af8c6590841e053 100644 --- a/landing/lenses/193250.json +++ b/landing/lenses/193250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -920,7 +920,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -933,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -985,7 +985,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1101,10 +1101,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194370.json b/landing/lenses/194370.json index 7d6df062d9549d673f1d1d540c1e3f93f101cc7a..7d348c0f4ac2d1d606e647fd28c3fc5d86eae768 100644 --- a/landing/lenses/194370.json +++ b/landing/lenses/194370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,15 +1506,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/194480.json b/landing/lenses/194480.json index 1588b81e1475fb55f412f9d3b5f1fcc9d336a730..75a7e113fc0e2fc6418790bc18e01afc7f933fbd 100644 --- a/landing/lenses/194480.json +++ b/landing/lenses/194480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 91.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 93.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194510.json b/landing/lenses/194510.json index a332f98e30659d57f8f75c6b3d1da75ded75cb9d..70cecb04b0a597480c5d5fcbd62bf812baf68bd1 100644 --- a/landing/lenses/194510.json +++ b/landing/lenses/194510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194610.json b/landing/lenses/194610.json index e316e68d3627807b6ede972f3c919002d0992694..65417872469656330f343432a15e3e39af6733db 100644 --- a/landing/lenses/194610.json +++ b/landing/lenses/194610.json @@ -20,68 +20,311 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { - "latestPeriod": null, - "retrievedAt": "2026-10-12" + "latestPeriod": "2018", + "earliestPeriod": "2016", + "periods": [ + "2016", + "2017", + "2018" + ], + "blockPeriods": { + "representative": [ + "2016", + "2017", + "2018" + ] + }, + "blockLatestPeriods": { + "representative": "2018" + }, + "mixedPeriods": false, + "retrievedAt": "2026-10-18" }, - "period": null, - "knowledgeBoundary": "2026-10-12" + "period": "2018", + "knowledgeBoundary": "2026-10-18" }, - "status": "blocked", + "status": "partial", "conclusion": { - "label": "판단 보류", - "summary": "대표 판단을 만들 직접 재무 근거가 없어 결론을 차단했습니다." + "label": "재무 취약 신호", + "summary": "5개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 강점은 부채비율입니다. 확인할 위험은 영업이익률, 이자보상배율입니다. 필수 분석 영역은 3/4개가 관측됐습니다." }, "confidence": { - "level": "blocked", - "score": 0.0, + "level": "medium", + "score": 75.0, "method": "requiredDomainCoverage" }, - "drivers": [], - "claims": [], - "evidence": [], - "assumptions": [], - "gaps": [ + "drivers": [ + { + "id": "operatingMargin", + "label": "영업이익률", + "value": -62.3, + "unit": "%", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "earnings.marginTrend", + "period": "2018" + }, + { + "id": "revenueCagr", + "label": "매출 CAGR", + "value": 0.58, + "unit": "%", + "direction": "neutral", + "scoreContribution": 0, + "sourceRef": "earnings.growthTrend" + }, + { + "id": "cashConversion", + "label": "OCF/순이익", + "value": 30.4, + "unit": "%", + "direction": "neutral", + "scoreContribution": 0, + "sourceRef": "cash.cashQuality", + "period": "2018" + }, + { + "id": "debtRatio", + "label": "부채비율", + "value": -250.13, + "unit": "%", + "direction": "positive", + "scoreContribution": 1, + "sourceRef": "resilience.leverageTrend", + "period": "2018" + }, + { + "id": "interestCoverage", + "label": "이자보상배율", + "value": -5.32, + "unit": "배", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "resilience.coverageTrend", + "period": "2018" + } + ], + "claims": [ + { + "id": "analysis.cashConversion", + "label": "OCF/순이익", + "comparisonKey": "cashConversion", + "basis": "companyFundamentals", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": "2018", + "earliestPeriod": "2016", + "periods": [ + "2016", + "2017", + "2018" + ], + "blockPeriods": { + "representative": [ + "2016", + "2017", + "2018" + ] + }, + "blockLatestPeriods": { + "representative": "2018" + }, + "mixedPeriods": false, + "retrievedAt": "2026-10-18" + }, + "period": "2018", + "status": "derived", + "sourceRef": "dartlab://analysis/194610/representative.blocks.cash.cashQuality", + "evidenceRefs": [ + "analysis.cash.cashQuality" + ], + "falsifierRefs": [ + "cashConversionBreak" + ], + "value": 30.4, + "unit": "%" + }, + { + "id": "analysis.operatingMargin", + "label": "영업이익률", + "comparisonKey": "profitability", + "basis": "companyFundamentals", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": "2018", + "earliestPeriod": "2016", + "periods": [ + "2016", + "2017", + "2018" + ], + "blockPeriods": { + "representative": [ + "2016", + "2017", + "2018" + ] + }, + "blockLatestPeriods": { + "representative": "2018" + }, + "mixedPeriods": false, + "retrievedAt": "2026-10-18" + }, + "period": "2018", + "status": "derived", + "sourceRef": "dartlab://analysis/194610/representative.blocks.earnings.marginTrend", + "evidenceRefs": [ + "analysis.earnings.marginTrend" + ], + "falsifierRefs": [ + "marginBreak" + ], + "value": -62.3, + "unit": "%" + }, + { + "id": "analysis.revenueCagr", + "label": "매출 CAGR", + "comparisonKey": "growth", + "basis": "companyFundamentals", + "direction": "neutral", + "horizon": "multiYear", + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": "2018", + "earliestPeriod": "2016", + "periods": [ + "2016", + "2017", + "2018" + ], + "blockPeriods": { + "representative": [ + "2016", + "2017", + "2018" + ] + }, + "blockLatestPeriods": { + "representative": "2018" + }, + "mixedPeriods": false, + "retrievedAt": "2026-10-18" + }, + "period": "2018", + "status": "derived", + "sourceRef": "dartlab://analysis/194610/representative.blocks.earnings.growthTrend", + "evidenceRefs": [ + "analysis.earnings.growthTrend" + ], + "falsifierRefs": [ + "growthBreak" + ], + "value": 0.58, + "unit": "%" + } + ], + "evidence": [ { "id": "analysis.earnings.marginTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.earnings.marginTrend" + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/194610/representative.blocks.earnings.marginTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" }, { "id": "analysis.earnings.growthTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.earnings.growthTrend" + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/194610/representative.blocks.earnings.growthTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" }, { "id": "analysis.cash.cashQuality", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.cash.cashQuality" + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/194610/representative.blocks.cash.cashQuality", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" }, { "id": "analysis.resilience.leverageTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.resilience.leverageTrend" + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/194610/representative.blocks.resilience.leverageTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" }, { "id": "analysis.resilience.coverageTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.resilience.coverageTrend" - }, + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/194610/representative.blocks.resilience.coverageTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" + } + ], + "assumptions": [], + "gaps": [ { "id": "analysis.quality.earningsQualityFlags", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", + "status": "partial", + "reason": "이익품질 하위 계산 근거 2/3개만 관측", "sourceRef": "representative.blocks.quality.earningsQualityFlags" } ], - "scenarios": [], - "falsifiers": [], + "scenarios": [ + { + "id": "marginCompression", + "label": "영업이익률이 현재보다 3%p 하락", + "currentValue": -62.3, + "unit": "%", + "driverRef": "operatingMargin", + "sourceRef": "representative.assessment.drivers.operatingMargin" + }, + { + "id": "growthReversal", + "label": "매출 CAGR이 0% 아래로 전환", + "currentValue": 0.58, + "unit": "%", + "driverRef": "revenueCagr", + "sourceRef": "representative.assessment.drivers.revenueCagr" + }, + { + "id": "coverageStress", + "label": "이자보상배율이 1배 아래로 하락", + "currentValue": -5.32, + "unit": "배", + "driverRef": "interestCoverage", + "sourceRef": "representative.assessment.drivers.interestCoverage" + } + ], + "falsifiers": [ + { + "id": "marginBreak", + "condition": "영업이익률이 현재 관측치보다 3%p 이상 하락하면 수익성 결론을 다시 평가합니다.", + "driverRef": "operatingMargin" + }, + { + "id": "growthBreak", + "condition": "매출 CAGR이 음수로 전환되면 성장 결론을 다시 평가합니다.", + "driverRef": "revenueCagr" + }, + { + "id": "cashConversionBreak", + "condition": "영업현금 전환 방향이 정상화되거나 추가 악화되면 현금 전환 결론을 다시 평가합니다.", + "driverRef": "cashConversion" + }, + { + "id": "coverageBreak", + "condition": "이자보상배율이 1배 미만이면 안정성 결론을 무효화합니다.", + "driverRef": "interestCoverage" + } + ], "payload": { "blockRefs": [ "scorecard", @@ -96,21 +339,21 @@ "resilience", "quality" ], - "observedRequiredDomains": 0, + "observedRequiredDomains": 3, "domainCoverage": { "earnings": { - "status": "missing", - "observed": 0, + "status": "observed", + "observed": 2, "expected": 2 }, "cash": { - "status": "missing", - "observed": 0, + "status": "observed", + "observed": 1, "expected": 1 }, "resilience": { - "status": "missing", - "observed": 0, + "status": "observed", + "observed": 2, "expected": 2 }, "quality": { @@ -119,69 +362,393 @@ "expected": 1 } }, - "observedComponents": 0, + "observedComponents": 5, "totalComponents": 6, "components": [ { "id": "earnings.marginTrend", "domain": "earnings", "required": true, - "status": "missing", + "status": "observed", "sourceRef": "representative.blocks.earnings.marginTrend", - "reason": "계산이 완료되지 않았습니다 (RuntimeError)." + "reason": "계산 근거를 확보했습니다." }, { "id": "earnings.growthTrend", "domain": "earnings", "required": true, - "status": "missing", + "status": "observed", "sourceRef": "representative.blocks.earnings.growthTrend", - "reason": "계산이 완료되지 않았습니다 (RuntimeError)." + "reason": "계산 근거를 확보했습니다." }, { "id": "cash.cashQuality", "domain": "cash", "required": true, - "status": "missing", + "status": "observed", "sourceRef": "representative.blocks.cash.cashQuality", - "reason": "계산이 완료되지 않았습니다 (RuntimeError)." + "reason": "계산 근거를 확보했습니다." }, { "id": "resilience.leverageTrend", "domain": "resilience", "required": true, - "status": "missing", + "status": "observed", "sourceRef": "representative.blocks.resilience.leverageTrend", - "reason": "계산이 완료되지 않았습니다 (RuntimeError)." + "reason": "계산 근거를 확보했습니다." }, { "id": "resilience.coverageTrend", "domain": "resilience", "required": true, - "status": "missing", + "status": "observed", "sourceRef": "representative.blocks.resilience.coverageTrend", - "reason": "계산이 완료되지 않았습니다 (RuntimeError)." + "reason": "계산 근거를 확보했습니다." }, { "id": "quality.earningsQualityFlags", "domain": "quality", "required": true, - "status": "missing", + "status": "partial", "sourceRef": "representative.blocks.quality.earningsQualityFlags", - "reason": "계산이 완료되지 않았습니다 (RuntimeError)." + "reason": "이익품질 하위 계산 근거 2/3개만 관측" } ] }, "assessment": { - "label": "판단 보류", - "summary": "0개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", - "score": null, - "drivers": [], - "positiveDrivers": [], - "negativeDrivers": [] + "label": "재무 취약 신호", + "summary": "5개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 강점은 부채비율입니다. 확인할 위험은 영업이익률, 이자보상배율입니다.", + "score": -1, + "drivers": [ + { + "id": "operatingMargin", + "label": "영업이익률", + "value": -62.3, + "unit": "%", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "earnings.marginTrend", + "period": "2018" + }, + { + "id": "revenueCagr", + "label": "매출 CAGR", + "value": 0.58, + "unit": "%", + "direction": "neutral", + "scoreContribution": 0, + "sourceRef": "earnings.growthTrend" + }, + { + "id": "cashConversion", + "label": "OCF/순이익", + "value": 30.4, + "unit": "%", + "direction": "neutral", + "scoreContribution": 0, + "sourceRef": "cash.cashQuality", + "period": "2018" + }, + { + "id": "debtRatio", + "label": "부채비율", + "value": -250.13, + "unit": "%", + "direction": "positive", + "scoreContribution": 1, + "sourceRef": "resilience.leverageTrend", + "period": "2018" + }, + { + "id": "interestCoverage", + "label": "이자보상배율", + "value": -5.32, + "unit": "배", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "resilience.coverageTrend", + "period": "2018" + } + ], + "positiveDrivers": [ + "부채비율" + ], + "negativeDrivers": [ + "영업이익률", + "이자보상배율" + ] } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "194610", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": "2018", + "retrievedAt": "2026-10-18" + }, + "period": "2018", + "knowledgeBoundary": "2026-10-18" + }, + "status": "usable", + "conclusion": { + "label": "dCR-B", + "summary": "dCR 위험점수 59.90, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 45.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 4.5, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 80.0, + "unit": "riskScore", + "direction": "negative", + "weight": 20, + "contribution": 16.0, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 75.22, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 11.28, + "sourceRef": "axes.유동성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 과도한 부채로 구조적 위험이 존재한다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2018", + "period": "2018", + "status": "derived", + "sourceRef": "dartlab://credit/194610/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2018", + "period": "2018", + "status": "derived", + "sourceRef": "dartlab://credit/194610/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2018", + "period": "2018", + "status": "derived", + "sourceRef": "dartlab://credit/194610/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2018", + "period": "2018", + "status": "derived", + "sourceRef": "dartlab://credit/194610/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/194610/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 61.67, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/194610/axes/자본구조", + "status": "derived", + "detail": "위험점수 80.00, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/194610/axes/유동성", + "status": "derived", + "detail": "위험점수 75.22, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/194610/axes/현금흐름", + "status": "derived", + "detail": "위험점수 64.70, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/194610/axes/사업안정성", + "status": "derived", + "detail": "위험점수 45.00, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/194610/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-B", + "score": 59.9, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-B", + "score": 60.0, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.자본구조" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2018", + "score": 66.85, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2017", + "score": 59.91, + "grade": "B", + "pdEstimate": 7.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-6", + "pdEstimate": 7.0, + "notchAdjustment": null, + "divergenceExplanation": [ + "자본구조 축이 80점으로 등급 하방 압력", + "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -192,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +881,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -402,29 +969,29 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다." }, "confidence": { "level": "medium", - "score": 60.0, + "score": 65.7, "method": "macroObservationAndCompanyEvidenceCoverage" }, "drivers": [ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +1015,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +1033,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +1047,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -504,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,8 +1087,24 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" + }, + { + "id": "macro.company.analysis.debtRatio", + "kind": "companyFinancialEvidence", + "sourceRef": "dartlab://analysis/194610/product/drivers/debtRatio", + "status": "derived", + "observedAt": null, + "detail": "부채비율" + }, + { + "id": "macro.company.analysis.interestCoverage", + "kind": "companyFinancialEvidence", + "sourceRef": "dartlab://analysis/194610/product/drivers/interestCoverage", + "status": "derived", + "observedAt": null, + "detail": "이자보상배율" } ], "assumptions": [ @@ -538,12 +1121,6 @@ "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", "sourceRef": "dartlab://industry/194610" }, - { - "id": "macro.company.financialEvidence", - "status": "missing", - "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", - "sourceRef": "dartlab://analysis/194610/product" - }, { "id": "macro.edge.fx-export-revenue.companyEvidence", "status": "partial", @@ -556,12 +1133,6 @@ "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", "sourceRef": "macro.transmission:edge:export-demand-revenue" }, - { - "id": "macro.edge.rate-debt-interest.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:rate-debt-interest" - }, { "id": "macro.edge.rate-bank-margin.companyEvidence", "status": "partial", @@ -691,62 +1262,30 @@ "regimeEvidence" ], "companyBound": true, - "companyEdgeCount": 0, + "companyEdgeCount": 1, "edgeCount": 7 } } }, "statusCounts": { - "blocked": 3, - "partial": 1 + "partial": 2, + "usable": 1, + "blocked": 2 }, "gaps": [ - { - "id": "analysis.earnings.marginTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.earnings.marginTrend", - "engine": "analysis" - }, - { - "id": "analysis.earnings.growthTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.earnings.growthTrend", - "engine": "analysis" - }, - { - "id": "analysis.cash.cashQuality", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.cash.cashQuality", - "engine": "analysis" - }, - { - "id": "analysis.resilience.leverageTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.resilience.leverageTrend", - "engine": "analysis" - }, - { - "id": "analysis.resilience.coverageTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", - "sourceRef": "representative.blocks.resilience.coverageTrend", - "engine": "analysis" - }, { "id": "analysis.quality.earningsQualityFlags", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (RuntimeError).", + "status": "partial", + "reason": "이익품질 하위 계산 근거 2/3개만 관측", "sourceRef": "representative.blocks.quality.earningsQualityFlags", "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "RuntimeError: 데이터 다운로드 실패 (194610, 재무 숫자 데이터): HTTP Error 404: Not Found\n\n • 인터넷 연결을 확인하세요\n • 해당 종목이 dartlab 데이터셋에 포함되어 있는지 확인하세요\n → DART: 한국 상장기업 ~2,700개 / EDGAR: 미국 상장기업 ~970개\n • DART API " + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.position", @@ -839,13 +1378,6 @@ "sourceRef": "dartlab://industry/194610", "engine": "macro" }, - { - "id": "macro.company.financialEvidence", - "status": "missing", - "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", - "sourceRef": "dartlab://analysis/194610/product", - "engine": "macro" - }, { "id": "macro.edge.fx-export-revenue.companyEvidence", "status": "partial", @@ -860,13 +1392,6 @@ "sourceRef": "macro.transmission:edge:export-demand-revenue", "engine": "macro" }, - { - "id": "macro.edge.rate-debt-interest.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:rate-debt-interest", - "engine": "macro" - }, { "id": "macro.edge.rate-bank-margin.companyEvidence", "status": "partial", diff --git a/landing/lenses/194700.json b/landing/lenses/194700.json index ced82b7fa0916ad821477505e0db8aa336a11478..4317c0192d3d8689e78247d6ab328c05d286613b 100644 --- a/landing/lenses/194700.json +++ b/landing/lenses/194700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1040,19 +1040,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,17 +1119,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1198,7 +1198,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1207,7 +1207,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1442,12 +1442,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7ca0d32717e4", + "target": "194700", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/195500.json b/landing/lenses/195500.json index ac99ec7a45b4331567c0856072e587d2d8ef4018..def8f7f86efcdc04103db4af96d1446ce19b1795 100644 --- a/landing/lenses/195500.json +++ b/landing/lenses/195500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -895,14 +895,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1022,10 +1022,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,10 +1208,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/195870.json b/landing/lenses/195870.json index b14d6efac01b51136e5806363a051c434f1e5611..4859b284a3fe2b65195d6d9bb28f639493662a93 100644 --- a/landing/lenses/195870.json +++ b/landing/lenses/195870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 12.44, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 14.84, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 12.44, + "score": 14.84, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 13.24, + "score": 15.69, "assumptions": { "scenarioStress": "moderate" } @@ -910,11 +910,11 @@ "totalNotch": 1, "reasons": [ "CAPEX집약 OCF양수 (투자 사이클)" - ], - "monotonicGate": "A+" + ] }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,15 +1056,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1552,88 +1552,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6d72582decc9", - "target": "195870", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.608 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/195940.json b/landing/lenses/195940.json index bca63dfce04285d8527eb2f3dd6198ff75f4b86c..47bda2e0d0f8b136b5069f1b3d9d2ef6a1dc0eab 100644 --- a/landing/lenses/195940.json +++ b/landing/lenses/195940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1033,10 +1033,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1046,7 +1046,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1055,7 +1055,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1123,10 +1123,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1142,10 +1142,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/195990.json b/landing/lenses/195990.json index ac91ad058039444d9fa258464da25d0014680274..5c39f7742e6a0a3e25fea417aa0972525957b800 100644 --- a/landing/lenses/195990.json +++ b/landing/lenses/195990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 70.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 76.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196170.json b/landing/lenses/196170.json index 0a4f443b6b2978d1b1d151b2b5a29cc8478230f0..b1c4d08e47453ace3f6a1712b00d33063b115653 100644 --- a/landing/lenses/196170.json +++ b/landing/lenses/196170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/196300.json b/landing/lenses/196300.json index ed6cae0be4dfc724f33263094c4cde44d4a98cf8..8e3df429afd3334548db8044963f0ea1cd3697ac 100644 --- a/landing/lenses/196300.json +++ b/landing/lenses/196300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -544,13 +544,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -835,7 +835,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -996,8 +996,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1027,10 +1027,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1049,7 +1049,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196450.json b/landing/lenses/196450.json index 2a11b817cb308b1584002f81e97969f2e64cb49c..1afcb66ffde6573fbe54db2435aca3839426c93b 100644 --- a/landing/lenses/196450.json +++ b/landing/lenses/196450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196490.json b/landing/lenses/196490.json index e68bdcd3403669facdb6846ac15bd1a1a3ff127d..288cb673c7f7785ef4f4ecfdf3015b9e923fd2c4 100644 --- a/landing/lenses/196490.json +++ b/landing/lenses/196490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-06", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-06", "period": "2025", "status": "derived", @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-06", "period": "2025", "status": "observed", @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196700.json b/landing/lenses/196700.json index 72e31feb22433b7c73ccfced2c1bbac92befc631..deed492be0216ef6d05ff6017b1c57b4a02c45a2 100644 --- a/landing/lenses/196700.json +++ b/landing/lenses/196700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,7 +1602,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1624,7 +1624,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1642,8 +1642,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/197140.json b/landing/lenses/197140.json index aa2fb447f3ffae867c3b4ed004095f17a044d757..49e0506c5720b517fd0b422cfb2a2e5728e266de 100644 --- a/landing/lenses/197140.json +++ b/landing/lenses/197140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1032,19 +1032,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1058,8 +1058,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1103,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1180,7 +1180,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1189,7 +1189,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/198080.json b/landing/lenses/198080.json index 9519041c2aaa49a32ccbef27ff3eb2a7fe6fb3dc..420cc3dfd3e61e8961f9c714ca84813e17386587 100644 --- a/landing/lenses/198080.json +++ b/landing/lenses/198080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -886,14 +886,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1013,10 +1013,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1059,7 +1059,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1423,7 +1423,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1445,7 +1445,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1463,8 +1463,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/198440.json b/landing/lenses/198440.json index 91cde6c0a5d867d73f8414fd470b4e2aacbd75f4..2d637efca78dfe365aee76218a55da8866bad744 100644 --- a/landing/lenses/198440.json +++ b/landing/lenses/198440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 42.10, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 37.99, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 42.1, + "grade": "dCR-BB", + "score": 37.99, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 42.3, + "grade": "dCR-BB", + "score": 38.19, "assumptions": { "scenarioStress": "moderate" } @@ -908,11 +908,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 10.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1073,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1086,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1126,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1213,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/198940.json b/landing/lenses/198940.json index 50d368096de145c496fdb8c1680a7edf716ce661..fe82be42718867b59d7a3c9b528b2636abfc551a 100644 --- a/landing/lenses/198940.json +++ b/landing/lenses/198940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -773,7 +773,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 15.03%). 최근 주가 하락이 반영된 결과", "D/EBITDA 23.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -790,14 +790,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -917,10 +917,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -950,8 +950,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -963,7 +963,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1003,10 +1003,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1041,7 +1041,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1097,10 +1097,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1116,10 +1116,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199430.json b/landing/lenses/199430.json index 3aa23d8293dfc9258a51ebe4e3073a645a6e6727..5f525409ff14e59fd624e997669d0640c895e089 100644 --- a/landing/lenses/199430.json +++ b/landing/lenses/199430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -489,18 +489,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 44.50, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 45.62, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,14 +684,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 44.5, + "score": 45.62, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 45.34, + "score": 46.68, "assumptions": { "scenarioStress": "moderate" } @@ -748,7 +748,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 20.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -763,14 +763,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -890,10 +890,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -923,8 +923,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -936,7 +936,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -956,8 +956,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -976,10 +976,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -989,7 +989,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1014,7 +1014,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1089,10 +1089,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199480.json b/landing/lenses/199480.json index bb346c9c8f9964ff4c77f347fb214939ff5e812f..b5a15e7d1970f5086f711bfb10c8b0e17d8693ac 100644 --- a/landing/lenses/199480.json +++ b/landing/lenses/199480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -700,19 +700,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -733,8 +733,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -779,17 +779,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -799,7 +799,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -852,13 +852,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -867,7 +867,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -899,10 +899,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199550.json b/landing/lenses/199550.json index 2139ffac3594bac1bc87ea12cf1191a0bec4fc13..87282f95a40fa28182e23cb3aa285c35a8b85e30 100644 --- a/landing/lenses/199550.json +++ b/landing/lenses/199550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,12 +592,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 건강관리 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199730.json b/landing/lenses/199730.json index c1d19ebd0d57058f84fe44ef956b25a332627250..2eec40deef6b01f303f1570e9df756c2b945ad91 100644 --- a/landing/lenses/199730.json +++ b/landing/lenses/199730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -235,13 +235,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -429,14 +429,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -556,10 +556,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -575,8 +575,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -588,8 +588,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -606,10 +606,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -619,7 +619,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -628,7 +628,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "괴리 판정의 price 입력" } ], @@ -696,10 +696,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -715,10 +715,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -738,7 +738,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199800.json b/landing/lenses/199800.json index da13293a8e97f663a6d57e455ad0b87bab51b53c..10e175ce27acb7d4971a2489496f91746081d425 100644 --- a/landing/lenses/199800.json +++ b/landing/lenses/199800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -878,10 +878,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -924,7 +924,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -944,8 +944,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1077,10 +1077,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199820.json b/landing/lenses/199820.json index 2e6b9353e2a1137a028a477ddd845a20c014065f..d509e4d2ce538f11c5993624f23a6d3b2a999e58 100644 --- a/landing/lenses/199820.json +++ b/landing/lenses/199820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "현금흐름 축이 38점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1006,19 +1006,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1039,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,17 +1085,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1164,7 +1164,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1173,7 +1173,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1408,12 +1408,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9d168f89c688", + "target": "199820", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/200130.json b/landing/lenses/200130.json index 38948544e9bd475dd6f953d19276fee95ac363ae..ae42b0546499c2e51e510aa728f94ed358dcf1f7 100644 --- a/landing/lenses/200130.json +++ b/landing/lenses/200130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200230.json b/landing/lenses/200230.json index 86d5c62d65c546c2f9dcd9230fca5e7441e253e9..02b80137f80e23651a225248121a98083c7001c6 100644 --- a/landing/lenses/200230.json +++ b/landing/lenses/200230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 252.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 244.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200350.json b/landing/lenses/200350.json index 0f66cb9569cb36ab27fec638364b9406c123899e..b9db7c3614e74abcaa077fa39738716eb5309d90 100644 --- a/landing/lenses/200350.json +++ b/landing/lenses/200350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -710,14 +710,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -870,8 +870,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -883,7 +883,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -903,8 +903,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -923,10 +923,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -936,7 +936,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -961,7 +961,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1036,10 +1036,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1059,7 +1059,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200470.json b/landing/lenses/200470.json index ea7726b4987ac9c89ee6750997960f6a0096a8bf..9a8f775986ff5d7b9f5ce1ec137324ac66abeeea 100644 --- a/landing/lenses/200470.json +++ b/landing/lenses/200470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200670.json b/landing/lenses/200670.json index 84e626b80a48fff5740b76dae71d11f9d4743a2e..e91326179200645be4086a0bacb509cbaf2ca2a7 100644 --- a/landing/lenses/200670.json +++ b/landing/lenses/200670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200710.json b/landing/lenses/200710.json index 9aba7bc223f4ba6564b149ce3f6cd93f726fc323..8431cc47a37c03dc63ca2bf0c0eea96be451ac99 100644 --- a/landing/lenses/200710.json +++ b/landing/lenses/200710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200780.json b/landing/lenses/200780.json index e61d0cc23d4d11d6c299e06fc51e8f9bb0b3e48e..bd4b4cf70a0e830a52aa0fffc091b91e3673991d 100644 --- a/landing/lenses/200780.json +++ b/landing/lenses/200780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200880.json b/landing/lenses/200880.json index 15698b9465c4ef32c2cb8c3739f3726ae4418b17..95e627acdbd0f1d5b410a16479108c8c157a2ad0 100644 --- a/landing/lenses/200880.json +++ b/landing/lenses/200880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 26.92, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 29.17, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 26.92, + "grade": "dCR-BBB", + "score": 29.17, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 28.2, + "score": 30.45, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -921,6 +916,7 @@ "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1108,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1261,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1327,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/201490.json b/landing/lenses/201490.json index d88d64af19f91d90cf8aeb1999a985a29f05fc12..730e8376940cfc86769afbab58ed1a8b2858a39c 100644 --- a/landing/lenses/201490.json +++ b/landing/lenses/201490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/203400.json b/landing/lenses/203400.json index 2f87e4e12598318ad55c5e63281a8c5e4083f319..2f77cfd5628f2ad302947a07de0fa9f543a381c6 100644 --- a/landing/lenses/203400.json +++ b/landing/lenses/203400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 295.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 293.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -923,10 +923,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,7 +989,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1355,7 +1355,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1373,7 +1373,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", diff --git a/landing/lenses/203450.json b/landing/lenses/203450.json index b247ee069f322723692087d88d3543cba1b38c15..4eab55d8756561c69e827242a2c18f8310f41f4f 100644 --- a/landing/lenses/203450.json +++ b/landing/lenses/203450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,10 +1133,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/203650.json b/landing/lenses/203650.json index d08161e14675ea914a48fe6eb0cd1ca5ced661db..310ccbd563d5f65dc691568ca7df667e9e09eb0f 100644 --- a/landing/lenses/203650.json +++ b/landing/lenses/203650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/203690.json b/landing/lenses/203690.json index e4aae71427c70863bb95861eea0aff2829ce97ac..1301975cd49c749531ca4b8cfedb0ec791f9e957 100644 --- a/landing/lenses/203690.json +++ b/landing/lenses/203690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-07-07", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-07-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-07-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204020.json b/landing/lenses/204020.json index 544d65db9ede7979e020ee7243b3a36895060645..f469192d8ae003a730e2c7e7c9f37bebc3ef4ca9 100644 --- a/landing/lenses/204020.json +++ b/landing/lenses/204020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204210.json b/landing/lenses/204210.json index 9a5a719e4baaec9ecebca96eb4b6650920971aa7..09f8640f52c0821c699701f5b89ffcbf8fd3092c 100644 --- a/landing/lenses/204210.json +++ b/landing/lenses/204210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -758,14 +758,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-11", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-11", "period": "2025", "status": "derived", @@ -968,7 +968,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-11", "period": "2025", "status": "observed", @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1079,10 +1079,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,10 +1106,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1124,10 +1124,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204270.json b/landing/lenses/204270.json index 831190c63c14c2ece78ae0dbb126fe07e713111b..4d2382a266325928bca17dd45f5da36fea06f02d 100644 --- a/landing/lenses/204270.json +++ b/landing/lenses/204270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 14.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 29.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1016,19 +1016,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,17 +1095,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1174,7 +1174,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1183,7 +1183,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1418,88 +1418,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ea7c8415b32f", - "target": "204270", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.74 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/204320.json b/landing/lenses/204320.json index 7afb6ff202d270a7addd55d772c2999511376c55..7f60ed77ee0b75925e103765aabe02c8e6c1f1f2 100644 --- a/landing/lenses/204320.json +++ b/landing/lenses/204320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1607,7 +1607,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1629,7 +1629,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1647,8 +1647,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/204610.json b/landing/lenses/204610.json index 60f7176eab4c7da3dc366452708781dd5a2cff42..c244cd817fac660eef3ba3a525cd2e907f0f5181 100644 --- a/landing/lenses/204610.json +++ b/landing/lenses/204610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -970,19 +970,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1003,8 +1003,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1049,17 +1049,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1128,7 +1128,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1137,7 +1137,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1379,12 +1379,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:379e62598afb", + "target": "204610", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/204620.json b/landing/lenses/204620.json index 9be643565835dcf2c542ab241830652183474171..6605db958d46a111527e4caba11aae542ca72c71 100644 --- a/landing/lenses/204620.json +++ b/landing/lenses/204620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1045,13 +1045,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204630.json b/landing/lenses/204630.json index b44145647353f170cce6019c92f90c324562118a..c9f004cc50375c397cfb96243aff8071cba5db1e 100644 --- a/landing/lenses/204630.json +++ b/landing/lenses/204630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-17", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-17", "period": "2024", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-17", "period": "2024", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1199,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1217,10 +1217,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204840.json b/landing/lenses/204840.json index c7dff61f4f5fc7e7e688c9f28c3d8e25f0c4a84c..08270f3d4478205d3ed8744d003ca370d64a6315 100644 --- a/landing/lenses/204840.json +++ b/landing/lenses/204840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,12 +648,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 건강관리 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1391,7 +1391,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1413,7 +1413,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1431,15 +1431,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/205100.json b/landing/lenses/205100.json index 069a7a91546b12f5e08349637f03ba819677d97e..1e677967044ed5c3b86295ff6b288c3be0867493 100644 --- a/landing/lenses/205100.json +++ b/landing/lenses/205100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-07", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,7 +1116,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-07", "period": "2025", "status": "derived", @@ -1138,7 +1138,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-07", "period": "2025", "status": "observed", @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/205470.json b/landing/lenses/205470.json index 7ec1a6d9013093556a9140436c7586f37d90bccd..adf239b402ec553591bca95fe1b36303938edbc0 100644 --- a/landing/lenses/205470.json +++ b/landing/lenses/205470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/205500.json b/landing/lenses/205500.json index d971d2a62336893d25c69304c26269f56e319708..dc7b88e792456291647630c95c689dba581a7a46 100644 --- a/landing/lenses/205500.json +++ b/landing/lenses/205500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -979,19 +979,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1137,7 +1137,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1381,12 +1381,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4285d29a0a8f", + "target": "205500", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/206400.json b/landing/lenses/206400.json index bd2223539e81d3528b918a19421abe8c301ebb6d..2ac77a7755fd51f5fb9dabbb590536200b846e19 100644 --- a/landing/lenses/206400.json +++ b/landing/lenses/206400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-13", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-13", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-13", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-13", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206560.json b/landing/lenses/206560.json index c6f3f47fa7d44817d900425d3b07052e262ca2a5..88c38bb9572e6fe0ecb92900972be9a064c3a052 100644 --- a/landing/lenses/206560.json +++ b/landing/lenses/206560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 63.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 65.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206640.json b/landing/lenses/206640.json index b7c23e9091465d56be5a7e5ed5af2944127d4a31..4b7a1c95b9ac38f282ed22592ee61256312f760a 100644 --- a/landing/lenses/206640.json +++ b/landing/lenses/206640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206650.json b/landing/lenses/206650.json index 7e44ef16e0b77ebc2647f6e476300dfa40a363f8..bb055108a12d6caba5d0fcacfa9674319c495a06 100644 --- a/landing/lenses/206650.json +++ b/landing/lenses/206650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/207760.json b/landing/lenses/207760.json index 273892599865bace4a10c0e8fa9fe5fdc3a73581..a7abd8a35919df9931b9ddd334752ec68a652ad6 100644 --- a/landing/lenses/207760.json +++ b/landing/lenses/207760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/207940.json b/landing/lenses/207940.json index b6959fb4e58d55fc37b889c1020a459fd9031b59..0e4b107c7bb125e0ab2545161de5fbf3d27ca20d 100644 --- a/landing/lenses/207940.json +++ b/landing/lenses/207940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6fe11fb298f2", + "target": "207940", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/208140.json b/landing/lenses/208140.json index 4fe5cf6bacd8a64961fc7c9d403f08609cb59cfd..2f7b3ab9ed1f9fb6ec2f5d81f3c1bcab9dd888b8 100644 --- a/landing/lenses/208140.json +++ b/landing/lenses/208140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1560,7 +1560,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1582,7 +1582,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1600,15 +1600,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/208340.json b/landing/lenses/208340.json index e4a2280795f5c8ccd989669b36da24912b75f364..73657f89edddd05dcaa555d682def30f65111ea5 100644 --- a/landing/lenses/208340.json +++ b/landing/lenses/208340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -150,7 +150,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -199,7 +199,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -248,7 +248,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-01-26", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -990,7 +990,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-01-26", "period": "2025", "status": "derived", @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-01-26", "period": "2025", "status": "observed", @@ -1124,10 +1124,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1143,10 +1143,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,10 +1170,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1188,10 +1188,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208350.json b/landing/lenses/208350.json index c48b951920ccd8dac668c2e47dfb2df150f4b021..5aba229b65104d5952e9e420a49c99b7037d4ad1 100644 --- a/landing/lenses/208350.json +++ b/landing/lenses/208350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/208370.json b/landing/lenses/208370.json index 47b895117bf7c89ac263dbe72ceeab7d70895cba..cbd8366ce09640c7ff417f0f7443b3c2b48833f0 100644 --- a/landing/lenses/208370.json +++ b/landing/lenses/208370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 59.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 66.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1460,88 +1460,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:750ee2d57211", - "target": "208370", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/208640.json b/landing/lenses/208640.json index 2d47cc91d738f95d152e132c97cf9b579fb79478..cc7cc594f2c8207ecdbe96a113e12c8c166810d9 100644 --- a/landing/lenses/208640.json +++ b/landing/lenses/208640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208710.json b/landing/lenses/208710.json index 37f1f5975a276bc9a1db0c604d58bd2f93c3dcb2..8c825230a24bd2e89e0bf948257525efd4421eea 100644 --- a/landing/lenses/208710.json +++ b/landing/lenses/208710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 45.65, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 49.32, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 45.65, + "grade": "dCR-B+", + "score": 49.32, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 46.55, + "grade": "dCR-B+", + "score": 50.17, "assumptions": { "scenarioStress": "moderate" } @@ -907,11 +907,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 87점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 13.57%). 최근 주가 하락이 반영된 결과", "D/EBITDA 346.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1456,12 +1457,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a72979ce5ee7", + "target": "208710", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/208860.json b/landing/lenses/208860.json index bb8debbbd3d0dd7a16907f73046790b49b7732c2..9159929015a3ebbe9e7cb9c81990986fb001f494 100644 --- a/landing/lenses/208860.json +++ b/landing/lenses/208860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/209640.json b/landing/lenses/209640.json index 8b1f3ccdbf4fb78116e066aeb558ddc3c022683d..6c8de29d28774d164ee7bb507baece96b4162bd7 100644 --- a/landing/lenses/209640.json +++ b/landing/lenses/209640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210120.json b/landing/lenses/210120.json index 82fe3f7d360ad7482747d9016c744ed2235962d2..ca9a9ea631135461d31e24c92096924cc026dd30 100644 --- a/landing/lenses/210120.json +++ b/landing/lenses/210120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -66,10 +66,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -177,7 +177,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -198,7 +198,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -244,7 +244,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -704,14 +704,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -831,10 +831,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -863,7 +863,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-08", "period": null, "status": "derived", @@ -883,7 +883,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-08", "period": null, "status": "observed", @@ -971,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -990,10 +990,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1013,7 +1013,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210540.json b/landing/lenses/210540.json index c13e73fe849c07c92df523fb4f005e7afc7eebfa..b460d9fc2fa890adf94bbfa1d32e4a105d34e08b 100644 --- a/landing/lenses/210540.json +++ b/landing/lenses/210540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210980.json b/landing/lenses/210980.json index 8fb2776b51251ec33b5f0436591d3c5483dc86e7..73ee8791b11f75714f036498df5441c8cd324568 100644 --- a/landing/lenses/210980.json +++ b/landing/lenses/210980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 79점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 61.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 62.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/211050.json b/landing/lenses/211050.json index 0ec8013c083a68c6e6a093b9a5d05bd3707e7eee..90f6a5ea6287425fb58a4ade672d4bfeede99037 100644 --- a/landing/lenses/211050.json +++ b/landing/lenses/211050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -868,7 +868,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -881,7 +881,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -901,8 +901,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -923,8 +923,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -934,7 +934,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -959,7 +959,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1057,7 +1057,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1333,7 +1333,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1351,15 +1351,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/211270.json b/landing/lenses/211270.json index a359a1b2944ec9f6e2ab47196be6ec800a0088ce..06d114ecd1432d5bfe32549fa76300faab4b8299 100644 --- a/landing/lenses/211270.json +++ b/landing/lenses/211270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/212310.json b/landing/lenses/212310.json index 2e17d38697db4df4b146658705deba043e40780a..e479c1ab2a6ccfe3788f014b0a469497133954e7 100644 --- a/landing/lenses/212310.json +++ b/landing/lenses/212310.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -407,15 +407,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -426,10 +426,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -449,7 +449,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/212560.json b/landing/lenses/212560.json index 31a0c8abc1b3a02a5e3eb74165fac59621bdd813..5431d913be72980678f13f5dd8989bf129543f95 100644 --- a/landing/lenses/212560.json +++ b/landing/lenses/212560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -629,18 +629,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 10.94, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA-", + "summary": "dCR 위험점수 9.26, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -661,11 +661,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 5.65, + "value": 2.46, "unit": "riskScore", "direction": "positive", "weight": 25, - "contribution": 1.41, + "contribution": 0.61, "sourceRef": "axes.채무상환능력" }, { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -730,12 +730,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 경기관련소비재 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -773,14 +773,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/212560/axes/채무상환능력", "status": "derived", - "detail": "위험점수 5.65, 가중치 25%" + "detail": "위험점수 2.46, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/212560/axes/자본구조", "status": "derived", - "detail": "위험점수 7.09, 가중치 20%" + "detail": "위험점수 3.39, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -824,15 +824,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 10.94, + "grade": "dCR-AA-", + "score": 9.26, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 11.7, + "score": 10.1, "assumptions": { "scenarioStress": "moderate" } @@ -848,6 +848,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -860,51 +865,51 @@ "gradeHistory": [ { "period": "2026", - "score": 9.25, + "score": 8.04, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2025", - "score": 11.73, - "grade": "A+", - "pdEstimate": 0.04 + "score": 9.53, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2024", - "score": 9.48, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 6.84, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2023", - "score": 8.2, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 4.76, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2022", - "score": 8.84, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 6.64, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2021", - "score": 16.04, - "grade": "A-", - "pdEstimate": 0.08 + "score": 9.26, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2020", - "score": 28.79, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 19.91, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2019", - "score": 48.17, - "grade": "B+", - "pdEstimate": 4.0 + "score": 46.68, + "grade": "BB-", + "pdEstimate": 2.5 } ], "coverage": { @@ -915,7 +920,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.04, + "pdEstimate": 0.03, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1091,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1116,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1218,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1254,10 +1259,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1268,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1300,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/212710.json b/landing/lenses/212710.json index 12cf177febfabf3945d5c1971604670b21088b27..fcf2275ebe33b1648effb9e9d599467c9d0694f3 100644 --- a/landing/lenses/212710.json +++ b/landing/lenses/212710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -778,10 +778,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -792,7 +792,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -816,7 +816,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/213420.json b/landing/lenses/213420.json index d35d5538ca1952eed6f0b9ab462bfef184188977..f8cfe9922c053bd7d3c05f44871ca29e8e2d3b25 100644 --- a/landing/lenses/213420.json +++ b/landing/lenses/213420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/213500.json b/landing/lenses/213500.json index 050afeb67f506c8f3fd2fe28c18ffee8cea16dbf..1ad380a2f6732e6bc51b3d2f067a1e6f3b944a10 100644 --- a/landing/lenses/213500.json +++ b/landing/lenses/213500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 37.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 39.50, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 37.25, + "score": 39.5, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 38.31, + "score": 40.56, "assumptions": { "scenarioStress": "moderate" } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214150.json b/landing/lenses/214150.json index c56e3b143305fb76a74bf79cc718e7041859f90a..fc231ca0be592746239ef5685249f786871360d1 100644 --- a/landing/lenses/214150.json +++ b/landing/lenses/214150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1451,7 +1451,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1473,7 +1473,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1491,8 +1491,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214180.json b/landing/lenses/214180.json index ae714168d9f10b98f12244d4665021e0e6bb9455..62a0b36eaaae905bd2cda966221ba69c69155fe6 100644 --- a/landing/lenses/214180.json +++ b/landing/lenses/214180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214260.json b/landing/lenses/214260.json index 17acf4301ae8e755459509084a9339f575f003b6..7e8430adf0f2b48d44907bf2bfd657e22d21e69c 100644 --- a/landing/lenses/214260.json +++ b/landing/lenses/214260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,7 +806,7 @@ "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -981,7 +981,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1358,7 +1358,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1380,7 +1380,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1398,15 +1398,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/214270.json b/landing/lenses/214270.json index f579e8f51b298b885bb3327eb89d87b1c3b4c916..d0722b06b055d1944bd9b6057ae23277109a2a02 100644 --- a/landing/lenses/214270.json +++ b/landing/lenses/214270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214310.json b/landing/lenses/214310.json index 317feb8d86988b0248bf359d2690d66415d86e5e..70e2ce7630931a818c73124d2e09708c752bb0a3 100644 --- a/landing/lenses/214310.json +++ b/landing/lenses/214310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -927,7 +927,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,10 +1084,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1102,10 +1102,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214320.json b/landing/lenses/214320.json index 9cfe3e866180a7ceb08d07cc7aa852ff553b6f0d..04c518603b578cc07f28cef2cd7c8c7906a58e59 100644 --- a/landing/lenses/214320.json +++ b/landing/lenses/214320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1457,88 +1457,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:18226cb32043", - "target": "214320", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.964 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/214330.json b/landing/lenses/214330.json index 31415855c41ce584a5fd60571ec274ae0c0a22a6..1297ae871a9a7d9c6b3333ce03732caf37b3f053 100644 --- a/landing/lenses/214330.json +++ b/landing/lenses/214330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 7.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 7.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214370.json b/landing/lenses/214370.json index 7a3f621006b0772cf49912a386416c5d0684ca71..7abebaf5030e15f51fc6ddd26cb935e4392f572d 100644 --- a/landing/lenses/214370.json +++ b/landing/lenses/214370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214390.json b/landing/lenses/214390.json index 796e1c55d62db4b2f5530b90048a47cb99690277..59e3a1d0aeb0a82e01c6cb70de5eab0cc3fb6604 100644 --- a/landing/lenses/214390.json +++ b/landing/lenses/214390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214420.json b/landing/lenses/214420.json index 730c6cee8bc65675a969d817cb12ddf18cc2f8f6..1c40721dcb16e988e8c8303d2c9003826bbb986c 100644 --- a/landing/lenses/214420.json +++ b/landing/lenses/214420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214430.json b/landing/lenses/214430.json index f092e15532dbf461c35ee8bcf30331be5fd5e2d9..fb063510cba65306fa1e3bcf7dd79c4b22d19ed2 100644 --- a/landing/lenses/214430.json +++ b/landing/lenses/214430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214450.json b/landing/lenses/214450.json index 5e4f881c1a623a3636c85566f268056e033ea78b..8f0e5d6674bf148cc7eea48da7392c2d88e4ad88 100644 --- a/landing/lenses/214450.json +++ b/landing/lenses/214450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4b95149d4fb2", + "target": "214450", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/214610.json b/landing/lenses/214610.json index 570efe570cf153efecf427c204f249e6eda427ba..6ccde111e3332ea7580433d692977819b1dbe8ce 100644 --- a/landing/lenses/214610.json +++ b/landing/lenses/214610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 57.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 56.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-23", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -975,7 +975,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-23", "period": "2024", "status": "derived", @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-23", "period": "2024", "status": "observed", @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1148,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214680.json b/landing/lenses/214680.json index 7219c6b3045a78677019a4258b2d1c8c24502839..577db0268310ecd353e42f090a52998926402a93 100644 --- a/landing/lenses/214680.json +++ b/landing/lenses/214680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 10.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 11.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214870.json b/landing/lenses/214870.json index 2b3515844113f3441b3310d7104861b185c8b12a..e7d54f9eeaccbf3894cec31395d6a93f6d342e4f 100644 --- a/landing/lenses/214870.json +++ b/landing/lenses/214870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -998,7 +998,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1170,10 +1170,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215000.json b/landing/lenses/215000.json index 3be908de89226ee0e04e1f1ad34ad68d097e4dcf..22befb9fb91947c5c563f4538c0bf479de38566d 100644 --- a/landing/lenses/215000.json +++ b/landing/lenses/215000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215090.json b/landing/lenses/215090.json index 47377613b907d4994c3a2b751649794cc7b4cc15..25f710285401f8c4471af7b1d1795873ef77b134 100644 --- a/landing/lenses/215090.json +++ b/landing/lenses/215090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1107,10 +1107,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1126,10 +1126,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215100.json b/landing/lenses/215100.json index 4b54658408c744f0c6e16d631f12c530f4981861..60361ad1a9d665f5eb39aaedf47395f44bf26987 100644 --- a/landing/lenses/215100.json +++ b/landing/lenses/215100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 23.49, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 25.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 23.49, + "score": 25.58, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 23.5, + "score": 25.59, "assumptions": { "scenarioStress": "moderate" } @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 9.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215200.json b/landing/lenses/215200.json index 6b9e678b114c2db89991e6e786fdb27d6b063d36..27aed4d02b2671941427a81f18f07b9beaaf9a6d 100644 --- a/landing/lenses/215200.json +++ b/landing/lenses/215200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215360.json b/landing/lenses/215360.json index 8907eb075ad5fdb8d6a84197e6bf1c2d180bc5c9..eca67db2e1c33fec9cd3ec822ebb6eb417044435 100644 --- a/landing/lenses/215360.json +++ b/landing/lenses/215360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215380.json b/landing/lenses/215380.json index 27703a6ac5aa53dba567ed8a9b07540b0724d8dd..cfa5f656a84cd8ba9e1298380cb8d727066a02b9 100644 --- a/landing/lenses/215380.json +++ b/landing/lenses/215380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 건강관리 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215480.json b/landing/lenses/215480.json index 9d5a069f1d82d2c5155903f86339f4edde6f7c6d..fadb0722ac004ba4fdef7005502b026a76697a92 100644 --- a/landing/lenses/215480.json +++ b/landing/lenses/215480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215600.json b/landing/lenses/215600.json index 0308cb74da064b2e7af52734ed52ec573439b8e2..6ae8d0deac4ae22fdd7ef552f6fe6116e1536d4d 100644 --- a/landing/lenses/215600.json +++ b/landing/lenses/215600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1038,10 +1038,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1068,7 +1068,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215790.json b/landing/lenses/215790.json index e0e5c3f7d35b80b6e3b763963f6527b56b4a1f25..906dcf0dd95ecc132e7105def3ede62f6431be62 100644 --- a/landing/lenses/215790.json +++ b/landing/lenses/215790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-07", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,7 +1125,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-07", "period": "2025", "status": "derived", @@ -1147,7 +1147,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-07", "period": "2025", "status": "observed", @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/216050.json b/landing/lenses/216050.json index 814e07fcde1ab17d58f685ea75c67d137745a2c9..fd5335f7b6ad06210a3208de4aee7056666dd0a9 100644 --- a/landing/lenses/216050.json +++ b/landing/lenses/216050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1048,15 +1048,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1450,88 +1450,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1649f1b70571", - "target": "216050", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.552 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/216080.json b/landing/lenses/216080.json index e355a2b24e07983ee7c769629050d4fc70695d44..34095c42ebd5abf9a106bb0e91c8641b67615a69 100644 --- a/landing/lenses/216080.json +++ b/landing/lenses/216080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/216400.json b/landing/lenses/216400.json index d14742c95009953a92ab280b93bed8f3a50c9148..433201492490f7a6ed1775caadb5026cd70632ec 100644 --- a/landing/lenses/216400.json +++ b/landing/lenses/216400.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217190.json b/landing/lenses/217190.json index 8eca97c95b2107f7c5534921b9826207f71e8dd7..74f15b8eabb387b053a9fa8a03602e2504e6ad5c 100644 --- a/landing/lenses/217190.json +++ b/landing/lenses/217190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1551,12 +1551,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fec8b2f90dba", + "target": "217190", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/217270.json b/landing/lenses/217270.json index 3b4933ed4eaca213d7c05ebfed37309debd99ebf..ff8f3a2d58f3120b09de117e978c8ca32e805ab9 100644 --- a/landing/lenses/217270.json +++ b/landing/lenses/217270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 8.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217330.json b/landing/lenses/217330.json index 7c82497e2f8b7884c90093d6d44ff2cd57006283..8f50cd2e26d1adf114c67904132670667a00d40e 100644 --- a/landing/lenses/217330.json +++ b/landing/lenses/217330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1373,7 +1373,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1395,7 +1395,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1413,8 +1413,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/217480.json b/landing/lenses/217480.json index b0e8f0133aa02458ba703c5c78982dc9c6bc7c94..42478b80d2e7ac08c1eb8b66b3ae3ee1394aaf1b 100644 --- a/landing/lenses/217480.json +++ b/landing/lenses/217480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217500.json b/landing/lenses/217500.json index 7157daf20889ce8da4c9b8f5178c3947cfe64b24..3311a2cc809901e21254f623fb713313b3d265c8 100644 --- a/landing/lenses/217500.json +++ b/landing/lenses/217500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -981,7 +981,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,10 +1174,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217590.json b/landing/lenses/217590.json index dc1b172971a58a1bd72bda123ffc010636dc65c1..cbcbcb375d2960108df981854b4ea849f044fc2e 100644 --- a/landing/lenses/217590.json +++ b/landing/lenses/217590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -527,8 +527,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -558,10 +558,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217620.json b/landing/lenses/217620.json index 4fe80776fbd1cda4238ec425dc49132021df6584..1aeaf081db73d9ddf813529c23f3a46c04505f49 100644 --- a/landing/lenses/217620.json +++ b/landing/lenses/217620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-05-07", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-05-07", "period": null, "status": "derived", @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-05-07", "period": null, "status": "observed", @@ -1173,10 +1173,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1192,10 +1192,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,10 +1219,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217730.json b/landing/lenses/217730.json index de035d421a24f29e6edd8c65e3d1193a8ab9ad58..c0a6c3db405972344a1bf1938f904a943396ae2d 100644 --- a/landing/lenses/217730.json +++ b/landing/lenses/217730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -846,7 +846,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1007,7 +1007,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217820.json b/landing/lenses/217820.json index 68b7f5ac06b466545b8e25905cedd81a639c32fc..66940bd11baade729ce49e52c1ea8e359683aa7c 100644 --- a/landing/lenses/217820.json +++ b/landing/lenses/217820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.27%). 최근 주가 하락이 반영된 결과", "D/EBITDA 56.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1153,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217880.json b/landing/lenses/217880.json index 5eb732778e04cdeca92b7b8dc1e755043d3d17c3..0abc0afab91e6c3a3ed05866466a38956381af40 100644 --- a/landing/lenses/217880.json +++ b/landing/lenses/217880.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217950.json b/landing/lenses/217950.json index f21611a0638d2017a9c983d6d4e9013cdcabb606..18a708d74103636d56f16bd82730fc005913b043 100644 --- a/landing/lenses/217950.json +++ b/landing/lenses/217950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -366,10 +366,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -398,8 +398,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -418,8 +418,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -438,7 +438,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -506,10 +506,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -525,10 +525,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/218150.json b/landing/lenses/218150.json index 6dc47a1f1f5bfdd3d13444ed271ddeba9eefd45b..11491600f5f259a1bb294c577d7964920610d44b 100644 --- a/landing/lenses/218150.json +++ b/landing/lenses/218150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/218410.json b/landing/lenses/218410.json index aa5f82e59fb0cf42c052e323c70332200b07af6b..a83ca6d6e36a866d502c6a4c3391defdd679c477 100644 --- a/landing/lenses/218410.json +++ b/landing/lenses/218410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -610,18 +610,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 10.76, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 13.06, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -805,15 +805,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 10.76, + "grade": "dCR-A", + "score": 13.06, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 11.26, + "grade": "dCR-A", + "score": 13.58, "assumptions": { "scenarioStress": "moderate" } @@ -896,10 +896,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 37점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1041,15 +1042,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1074,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1088,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1121,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1193,13 +1194,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1208,7 +1209,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1221,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1240,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1443,12 +1444,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5d3d847d84a0", + "target": "218410", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/219130.json b/landing/lenses/219130.json index 0943f8830a433fd8d07261be89f00763abd61115..ce6fd21391fa1d2e3416a2fe028349db886c1ff8 100644 --- a/landing/lenses/219130.json +++ b/landing/lenses/219130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219420.json b/landing/lenses/219420.json index 789cf1941788ef565966956cd08eae71bf1678e4..f4080f616265c88f4a3dde68c2f27c1094749618 100644 --- a/landing/lenses/219420.json +++ b/landing/lenses/219420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219550.json b/landing/lenses/219550.json index 6f43a1e3bc3d0ea2e0db87ff949fc77acf1f446b..60eaa479fddbbc30427a1ec853814dc5e391772b 100644 --- a/landing/lenses/219550.json +++ b/landing/lenses/219550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 50.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 47.07, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 50.66, + "grade": "dCR-BB-", + "score": 47.07, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 51.64, + "score": 48.12, "assumptions": { "scenarioStress": "moderate" } @@ -838,6 +838,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -905,12 +910,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 4.0, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 10.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1084,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1108,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1211,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219750.json b/landing/lenses/219750.json index 9ca908198dcb2bf9da49240bce2a6bce1a3d81a4..65527c7d1f739afc3242497559219e64c95cc5e1 100644 --- a/landing/lenses/219750.json +++ b/landing/lenses/219750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,7 +821,7 @@ "divergenceExplanation": [ "채무상환능력 축이 77점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 85.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 42.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -963,19 +963,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -989,8 +989,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1034,17 +1034,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1054,7 +1054,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1105,13 +1105,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1120,7 +1120,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220100.json b/landing/lenses/220100.json index 2c56f1fbf2663d459d78cce9c6b082e55982d02d..70bfa6848a62130f6ebe25cc5c5f298108391268 100644 --- a/landing/lenses/220100.json +++ b/landing/lenses/220100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,12 +648,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 건강관리 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1004,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,10 +1056,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,10 +1185,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1203,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220180.json b/landing/lenses/220180.json index 403d412600b3c0bbb31b29ce92d608da248d8d4a..c786b885818fcc8045d04fb592cfbc47c03241ba 100644 --- a/landing/lenses/220180.json +++ b/landing/lenses/220180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220260.json b/landing/lenses/220260.json index 5ff16399a14e87fe0dd3dfa8ad89609b1e9af82b..fa0c93d1f705f4f805291fd45069cc24d9d60a3d 100644 --- a/landing/lenses/220260.json +++ b/landing/lenses/220260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -945,14 +945,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1122,10 +1122,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1144,7 +1144,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,10 +1249,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1267,10 +1267,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/221800.json b/landing/lenses/221800.json index 9e97e4b356d8f0550df4b9f0e0f5061727bc3be4..1e8efa74ab9f5482c8539b71d805568dc95c8313 100644 --- a/landing/lenses/221800.json +++ b/landing/lenses/221800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/221840.json b/landing/lenses/221840.json index 4faa8a007e07f36e270f5d63041f65b4f6faf230..69f915799c9bf31dd6394f910acb095da99c6a45 100644 --- a/landing/lenses/221840.json +++ b/landing/lenses/221840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/221980.json b/landing/lenses/221980.json index 779b2d48c7406b2f396e8accb86ba08cf04e68a0..1fea1fe456feb334523e03b03f1b9bf36a65a493 100644 --- a/landing/lenses/221980.json +++ b/landing/lenses/221980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222040.json b/landing/lenses/222040.json index 8fedf0a25899a61f193df4fcc3e0fc16c540abd4..bd68703db84a34320cccdd65196c2043f6735a77 100644 --- a/landing/lenses/222040.json +++ b/landing/lenses/222040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222080.json b/landing/lenses/222080.json index d570d4bed53dbc260406d9efb8e12258ad254c44..57f8cdd2da4baef5c6d0572971ce2a7b27dad745 100644 --- a/landing/lenses/222080.json +++ b/landing/lenses/222080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222110.json b/landing/lenses/222110.json index 20fe8f8c9cda0d6ca00658a7380ebc8e136a5026..9620847a5fe2768f73732f89d967f806d6f30f8a 100644 --- a/landing/lenses/222110.json +++ b/landing/lenses/222110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,10 +1037,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222160.json b/landing/lenses/222160.json index d300e6067589b5a33c32da559a047c7f952c71bd..234fc219ec39285e932539f7039f94b53fa92302 100644 --- a/landing/lenses/222160.json +++ b/landing/lenses/222160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2022", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-07-06", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -968,7 +968,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -988,7 +988,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-07-06", "period": "2025", "status": "derived", @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-07-06", "period": "2025", "status": "observed", @@ -1102,10 +1102,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1121,10 +1121,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222420.json b/landing/lenses/222420.json index 719a212d46a33e8cbfb388fba576fae19c469350..f11d4b7d69cf7971542405e241aa8a06af455792 100644 --- a/landing/lenses/222420.json +++ b/landing/lenses/222420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.28%). 최근 주가 하락이 반영된 결과", "D/EBITDA 30.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222800.json b/landing/lenses/222800.json index 79fa97da5f3c3b01ac43d688399ace50857e515c..62452d393b417433eefa4bdfcbc1f866008273bd 100644 --- a/landing/lenses/222800.json +++ b/landing/lenses/222800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1461,8 +1461,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/222810.json b/landing/lenses/222810.json index 41fb8eec798885b3d3c9dfd767193aad5e4f83e9..201e001d0f54ee204bf26c82197b345b6431c4ea 100644 --- a/landing/lenses/222810.json +++ b/landing/lenses/222810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-13", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-13", "period": "2025", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-13", "period": "2025", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1199,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1217,10 +1217,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222980.json b/landing/lenses/222980.json index f3459bd092ee5858ab04d68502c8f8b1111bab04..0ae840b7b88821bbb3e6ff94fb0aee0a3f87be23 100644 --- a/landing/lenses/222980.json +++ b/landing/lenses/222980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 10.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 11.29%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/223250.json b/landing/lenses/223250.json index 7960ed4fee0796b5e494de3994dc9e58b9712814..1193240f8ca54ac323b9130a72a6b0b1a0149ea9 100644 --- a/landing/lenses/223250.json +++ b/landing/lenses/223250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 22.03, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 24.03, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 22.03, + "score": 24.03, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 23.08, + "score": 25.09, "assumptions": { "scenarioStress": "moderate" } @@ -859,7 +859,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/223310.json b/landing/lenses/223310.json index 4917f119a3f115cd7e9465fc687ed6e047c55ed3..b15cd04d457d7cc1cae0733c1889e7c835ea29e0 100644 --- a/landing/lenses/223310.json +++ b/landing/lenses/223310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 29.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 27.68%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/224060.json b/landing/lenses/224060.json index 76dee8b53c889b1a6f0007448896bec396d639ca..d5a1afb6d877d1510b0cc66634e5248b89e4ee28 100644 --- a/landing/lenses/224060.json +++ b/landing/lenses/224060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 57.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 58.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/224110.json b/landing/lenses/224110.json index a2dc91b7743adac7a9c11329233c3ce765dbebbb..d04d8253592bb76eebb84d8984eb8cfaeb031081 100644 --- a/landing/lenses/224110.json +++ b/landing/lenses/224110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -919,7 +919,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 4.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225190.json b/landing/lenses/225190.json index 2883cd142f91de318c423e1b246f24b12689e688..ef7f6704fcab2e87860604802e2f665f3adfc2d7 100644 --- a/landing/lenses/225190.json +++ b/landing/lenses/225190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 24.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 26.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1044,15 +1044,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1446,88 +1446,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:36d4a37ff51d", - "target": "225190", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/225220.json b/landing/lenses/225220.json index 8d7e65b81a9ae5cc021fabc44306e20d97b356a3..2b733e4e14090733b628171f61ee6309ff107a9e 100644 --- a/landing/lenses/225220.json +++ b/landing/lenses/225220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1034,8 +1034,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,10 +1087,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225430.json b/landing/lenses/225430.json index a662dd67112b6db4b24e5791125f4d5462a94289..f3b97ef65bc7d7eff7f518a48a952659b9e6a037 100644 --- a/landing/lenses/225430.json +++ b/landing/lenses/225430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -743,14 +743,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-14", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -902,7 +902,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-14", "period": null, "status": "derived", @@ -922,7 +922,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-14", "period": null, "status": "observed", @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1029,10 +1029,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1052,7 +1052,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225530.json b/landing/lenses/225530.json index 23cd5e3edc241f42fe42a5b4166aa389acddf04f..1e595876ac5b437fffcc3b5b86c60a8120bafacc 100644 --- a/landing/lenses/225530.json +++ b/landing/lenses/225530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/225570.json b/landing/lenses/225570.json index 22da2f3d030bd270f4441bc38c5a06ff45890965..c834a2806096285e5218ea4fb0d55f7224e16e7b 100644 --- a/landing/lenses/225570.json +++ b/landing/lenses/225570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225590.json b/landing/lenses/225590.json index f15c2c589c0e1e1f6c166f1dcfa3872b75099655..7bacda5d8bcfb0a07ec4eb5ca793e06e7b96d3d8 100644 --- a/landing/lenses/225590.json +++ b/landing/lenses/225590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,7 +903,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226320.json b/landing/lenses/226320.json index 9c6b351be35d821ff6d798d698bee3297fc982ce..3c1ba9599761fc6b4c965864b5d3ceb36db50d6f 100644 --- a/landing/lenses/226320.json +++ b/landing/lenses/226320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 소재 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/226320/axes/채무상환능력", "status": "derived", - "detail": "위험점수 0.51, 가중치 25%" + "detail": "위험점수 0.51, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/226320/axes/자본구조", "status": "derived", - "detail": "위험점수 1.13, 가중치 20%" + "detail": "위험점수 1.19, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -824,7 +824,7 @@ "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA+", - "score": 4.12, + "score": 4.18, "assumptions": { "scenarioStress": "moderate" } @@ -852,49 +852,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.2, + "score": 0.29, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.48, + "score": 0.52, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 1.88, + "score": 1.92, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 7.45, + "score": 7.49, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2022", - "score": 8.97, + "score": 9.01, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2021", - "score": 16.45, + "score": 16.51, "grade": "A-", "pdEstimate": 0.08 }, { "period": "2020", - "score": 13.92, + "score": 13.98, "grade": "A", "pdEstimate": 0.06 }, { "period": "2019", - "score": 4.77, + "score": 4.88, "grade": "AA+", "pdEstimate": 0.01 } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226330.json b/landing/lenses/226330.json index f5696fb1f023e9b59829426296b1a8391fd0f05d..f9c9b349ca192dc94c7293dbf0752062ab8f68fa 100644 --- a/landing/lenses/226330.json +++ b/landing/lenses/226330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226340.json b/landing/lenses/226340.json index 6f111dc346564f625ad3a64cd486f0f1040eaaf8..9005c056b00420db6513e23265809708839e781e 100644 --- a/landing/lenses/226340.json +++ b/landing/lenses/226340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,7 +892,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 177.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 290.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1034,19 +1034,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1113,17 +1113,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1192,7 +1192,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1201,7 +1201,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1269,10 +1269,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1577,88 +1577,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:782cb2af63b3", - "target": "226340", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/226360.json b/landing/lenses/226360.json index aae09d9aabc1d0ba5ff45999131f4d1bb41b4425..4d3dfba0bda950f5567856222c9c5bcbee5b2b81 100644 --- a/landing/lenses/226360.json +++ b/landing/lenses/226360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1041,7 +1041,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,10 +1179,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1197,10 +1197,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226400.json b/landing/lenses/226400.json index d80862516a7c90796f0fafbc7c28c89ad85e5789..69d42810df906903c409bf8135e901a4aaad4855 100644 --- a/landing/lenses/226400.json +++ b/landing/lenses/226400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226440.json b/landing/lenses/226440.json index d8ced5bd6660898393d8bc0fc61013d582d9fccf..d01ded8f3d46716a67a79062317474689f0af4cb 100644 --- a/landing/lenses/226440.json +++ b/landing/lenses/226440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1216,10 +1216,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1234,10 +1234,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226590.json b/landing/lenses/226590.json index 1ad0167035eb46d459d3ccdf706fac3be49ef86c..6ecd5d479345042652f66c2ec5d9a77e1f9dfab6 100644 --- a/landing/lenses/226590.json +++ b/landing/lenses/226590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -543,8 +543,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -574,10 +574,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -587,7 +587,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -683,10 +683,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -706,7 +706,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226950.json b/landing/lenses/226950.json index d925d07b81c4bb3713925eca6d5e93e70287bd86..4355751d3479371a9aa87bbd2daf6002e9035a79 100644 --- a/landing/lenses/226950.json +++ b/landing/lenses/226950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -996,8 +996,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1049,10 +1049,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227100.json b/landing/lenses/227100.json index 8a8c55f2e41cbb67d6fe245f90818515a50c4a3a..733b6915f7f948202fe6a04c3fc908287d3f2ff0 100644 --- a/landing/lenses/227100.json +++ b/landing/lenses/227100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -150,7 +150,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -199,7 +199,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -248,7 +248,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-06-30", "period": "2024", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -987,7 +987,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-06-30", "period": "2024", "status": "derived", @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-06-30", "period": "2024", "status": "observed", @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227610.json b/landing/lenses/227610.json index 299e90874d93aa2729bc2a102067d825b304927e..9716c5fd155043b74e10e5313260e4cb7af547fd 100644 --- a/landing/lenses/227610.json +++ b/landing/lenses/227610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,7 +905,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 17.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 16.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227840.json b/landing/lenses/227840.json index fc2338449151041e3dc9bb70bf31bce99ac52429..941842d77df27e2193c4a16d8cc550f399616b60 100644 --- a/landing/lenses/227840.json +++ b/landing/lenses/227840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/227950.json b/landing/lenses/227950.json index 61b717cc0325e7d9bbdd396b32a3d022c112182a..3dacfd4299120f8f2d236dddc2da7f831418726b 100644 --- a/landing/lenses/227950.json +++ b/landing/lenses/227950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,7 +890,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228340.json b/landing/lenses/228340.json index e13a1030ef26c6e9e3b3bb26124bd020451e6df5..7d9d11a20b5681c71b7b23b2132706ef1144032a 100644 --- a/landing/lenses/228340.json +++ b/landing/lenses/228340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228670.json b/landing/lenses/228670.json index 16dca34ad047fe0fb97b2498e8135f6a2fc3503c..97b9acd3e65a5a3da45ec20a7008b04b29a9be64 100644 --- a/landing/lenses/228670.json +++ b/landing/lenses/228670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -591,18 +591,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 38.90, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 36.65, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,15 +786,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 38.9, + "grade": "dCR-BB+", + "score": 36.65, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 40.62, + "score": 38.37, "assumptions": { "scenarioStress": "moderate" } @@ -810,6 +810,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -871,7 +876,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", @@ -889,14 +894,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1016,10 +1021,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1062,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1109,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1145,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1215,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228760.json b/landing/lenses/228760.json index ff7392b0d1d6b146ff347eeef4bb55fb26d11a80..726ed2f8ed285d21dc720751e43167c604e71398 100644 --- a/landing/lenses/228760.json +++ b/landing/lenses/228760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -752,14 +752,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -879,10 +879,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -912,8 +912,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -925,7 +925,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -945,8 +945,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -965,10 +965,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -978,7 +978,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1003,7 +1003,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1078,10 +1078,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228850.json b/landing/lenses/228850.json index c9336da4b9554555c0bf08afce866a2248da47c7..d607b8b32ea4c29b8a5d7e6773a2641080a23f5b 100644 --- a/landing/lenses/228850.json +++ b/landing/lenses/228850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/229000.json b/landing/lenses/229000.json index 10d071e740f3d15cab071a5afe60385cba291287..1809521034cdf41de57d95c1f0f28c3173d896a0 100644 --- a/landing/lenses/229000.json +++ b/landing/lenses/229000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 40.03, + "score": 40.02, "assumptions": { "scenarioStress": "moderate" } @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-14", "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -975,7 +975,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-14", "period": "2023", "status": "derived", @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-14", "period": "2023", "status": "observed", @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1148,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/229500.json b/landing/lenses/229500.json index efccbcdbb92478374191898406cecdd2dd23a928..819c035d0afb9b235d6a81cad921714131716b18 100644 --- a/landing/lenses/229500.json +++ b/landing/lenses/229500.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -338,7 +338,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/229640.json b/landing/lenses/229640.json index ff43fcf9c763bb7671dc7590d310aab3231fd6ba..fb29d4ee547e917bdaac4d36827297518673b5b1 100644 --- a/landing/lenses/229640.json +++ b/landing/lenses/229640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/230240.json b/landing/lenses/230240.json index 175c919fa9aafe262a3a6f7e3ddc07b883f8cfa8..563e03f9d1bc3565e4df7d7fa6a74c07079d36f7 100644 --- a/landing/lenses/230240.json +++ b/landing/lenses/230240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 13.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 19.80%). 최근 주가 하락이 반영된 결과", "D/EBITDA 45.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/230360.json b/landing/lenses/230360.json index feecbacde72350fbade5edf6cb515e1831b99dff..2d9fac734ebd62fa2206454b69e01918ae825785 100644 --- a/landing/lenses/230360.json +++ b/landing/lenses/230360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-10", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-10", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-10", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/230980.json b/landing/lenses/230980.json index d21eb93c74361e30174a9ad1dd3e743f9b39ec4a..cf0cd3d1cafcde6451f082102953917ed20671ce 100644 --- a/landing/lenses/230980.json +++ b/landing/lenses/230980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-04", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-04", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-04", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232140.json b/landing/lenses/232140.json index 26cb55dafb3fe168f324cbdc67c326a1bd21c3c6..bf52346411553edc5c122107cc87ec94b167c75e 100644 --- a/landing/lenses/232140.json +++ b/landing/lenses/232140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232680.json b/landing/lenses/232680.json index 31869d3e47d1224396545f6007f8cc2b877ec366..28db841eaf1c6b2582816e0e1702c779fa00770e 100644 --- a/landing/lenses/232680.json +++ b/landing/lenses/232680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -870,7 +870,7 @@ "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -885,14 +885,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1031,8 +1031,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1062,10 +1062,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232830.json b/landing/lenses/232830.json index 1a5f7eecdefc09deae921537669b0e4d2630f147..16f05b59e83a1c31fa1ba3516780eb15a291aac1 100644 --- a/landing/lenses/232830.json +++ b/landing/lenses/232830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -305,18 +305,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 40.25, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 44.38, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -347,11 +347,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 51.92, + "value": 51.39, "unit": "riskScore", "direction": "negative", "weight": 20, - "contribution": 10.38, + "contribution": 10.28, "sourceRef": "axes.자본구조" }, { @@ -373,7 +373,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -392,7 +392,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,12 +406,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -430,7 +430,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -456,7 +456,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/232830/axes/자본구조", "status": "derived", - "detail": "위험점수 51.92, 가중치 20%" + "detail": "위험점수 51.39, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -499,15 +499,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 40.25, + "grade": "dCR-BB-", + "score": 44.38, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 41.56, + "grade": "dCR-BB-", + "score": 45.38, "assumptions": { "scenarioStress": "moderate" } @@ -535,21 +535,21 @@ "gradeHistory": [ { "period": "2026", - "score": 59.06, + "score": 60.9, "grade": "B", "pdEstimate": 7.0 }, { "period": "2025", - "score": 63.09, + "score": 62.88, "grade": "B-", "pdEstimate": 10.0 }, { "period": "2024", - "score": 4.0, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 6.01, + "grade": "AA", + "pdEstimate": 0.02 } ], "coverage": { @@ -560,10 +560,11 @@ "weightCoverage": 85.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ - "자본구조 축이 52점으로 등급 하방 압력", + "자본구조 축이 51점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 14.88%). 최근 주가 하락이 반영된 결과", "D/EBITDA 99.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -579,14 +580,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -706,10 +707,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -725,8 +726,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -738,8 +739,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -756,10 +757,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -778,7 +779,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -846,10 +847,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -865,10 +866,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -888,7 +889,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/233990.json b/landing/lenses/233990.json index 541d62ffc4ff19dbc2c4cff719c11407c6e83f82..f42ba141e760abc38c8628efa521f0421745999c 100644 --- a/landing/lenses/233990.json +++ b/landing/lenses/233990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2018", @@ -42,10 +42,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2021", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -364,10 +364,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -383,8 +383,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -396,8 +396,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -414,10 +414,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -427,7 +427,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -436,7 +436,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -504,10 +504,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -523,10 +523,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -546,7 +546,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234030.json b/landing/lenses/234030.json index 0e34d0f7a641411896939cfe95c5c00d7061a777..e753cd8ca5da829f26327356951ba6eb8bb90bf7 100644 --- a/landing/lenses/234030.json +++ b/landing/lenses/234030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -449,14 +449,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -576,10 +576,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -595,8 +595,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -608,8 +608,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -626,10 +626,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -639,7 +639,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -648,7 +648,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -735,10 +735,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -762,10 +762,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -800,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234080.json b/landing/lenses/234080.json index eb25b1e6735faf2c2f5518fd29c5201134fe5b26..58439e885d4c1db85569437900f45f3e619cc200 100644 --- a/landing/lenses/234080.json +++ b/landing/lenses/234080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234100.json b/landing/lenses/234100.json index 03a8fa74d02d4ba1298c33731289bb82d95a5333..98caa8ee175a51f5029ec09e6c9f1195b2584b58 100644 --- a/landing/lenses/234100.json +++ b/landing/lenses/234100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234300.json b/landing/lenses/234300.json index 15109d6ee54c0cbf2e289783adae337f96f01c74..635d526135ec154abc9b8c5b82d2f0e3e262d48e 100644 --- a/landing/lenses/234300.json +++ b/landing/lenses/234300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,10 +1126,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234340.json b/landing/lenses/234340.json index 2d94c8642ceefc889679610cd32277732453c048..3d5981b9275ad2e1c07cf95c8c2b1156df2e48c3 100644 --- a/landing/lenses/234340.json +++ b/landing/lenses/234340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -738,14 +738,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -865,19 +865,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -898,8 +898,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -911,7 +911,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -931,8 +931,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -944,17 +944,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -964,7 +964,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -989,7 +989,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1017,13 +1017,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1032,7 +1032,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234690.json b/landing/lenses/234690.json index 484cbd84be595ef81da526d4e8bb9d79e3a1f006..555914de443caa67f728010b6d1556146a659e55 100644 --- a/landing/lenses/234690.json +++ b/landing/lenses/234690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -886,14 +886,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1013,10 +1013,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1059,7 +1059,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234920.json b/landing/lenses/234920.json index 6f00b31e06ed178139cf8e23e710e8ec03737cc9..dd079651e131fe35c516277a80d40ebcf92547fd 100644 --- a/landing/lenses/234920.json +++ b/landing/lenses/234920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025-10-29", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025-10-29", "period": null, "status": "derived", @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025-10-29", "period": null, "status": "observed", @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/235980.json b/landing/lenses/235980.json index 531e79f78708f0f09e94691a560acd6d9bd33d5b..ec98f9c2a0ba5d786629b476aa1dfc8c24115312 100644 --- a/landing/lenses/235980.json +++ b/landing/lenses/235980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -443,13 +443,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -817,7 +817,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -872,8 +872,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -883,7 +883,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -983,10 +983,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/236200.json b/landing/lenses/236200.json index 1f85bce8514393bd851473e53aac2a304be4e6de..6a5a3fd7c6d44469c50a321f98cb9b803a216e43 100644 --- a/landing/lenses/236200.json +++ b/landing/lenses/236200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/236810.json b/landing/lenses/236810.json index ea9c50259cd4b81754f38348292918cbfdd1f075..57b0c747c9ae0ecccbcd31776b6338ed27b60c6d 100644 --- a/landing/lenses/236810.json +++ b/landing/lenses/236810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/237690.json b/landing/lenses/237690.json index 7db7cd68f5803e9fd37a2cafdf3d8d6fc391ea10..62ef3694bcfb4a164e38b86c3e9fdae82bab5fcc 100644 --- a/landing/lenses/237690.json +++ b/landing/lenses/237690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 4.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:377f6cd046c8", + "target": "237690", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/237750.json b/landing/lenses/237750.json index 8f6504aced0df3704f97cc40dbbc73e79c6caa74..6bd480b41e32a58dab4301be697585b88b1e0bdf 100644 --- a/landing/lenses/237750.json +++ b/landing/lenses/237750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 162.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 187.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/237820.json b/landing/lenses/237820.json index 13744f1f18284ef8e0c3ed6757011cef96807a13..397d86297003303b0fda7be73e704c8b4bbc09ef 100644 --- a/landing/lenses/237820.json +++ b/landing/lenses/237820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1155,10 +1155,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1174,10 +1174,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/237880.json b/landing/lenses/237880.json index 7a0a5d5838ef4e2959fdb1a7e6fb34d59f494eee..381349bf65844be9edd9bbf196259c2ba1bd637e 100644 --- a/landing/lenses/237880.json +++ b/landing/lenses/237880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238090.json b/landing/lenses/238090.json index b602118840731c1ffde7b374a3ee7fa3af93ae3f..fd9d65da6dea9be50716dd80443f49c1ea0eb56a 100644 --- a/landing/lenses/238090.json +++ b/landing/lenses/238090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,15 +1507,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/238120.json b/landing/lenses/238120.json index 838b27e7c9a939fa7d7c5ab344b8e7930f18c046..2a4277891a42153dd0512bf40d0982cacba5635c 100644 --- a/landing/lenses/238120.json +++ b/landing/lenses/238120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238170.json b/landing/lenses/238170.json index 2a945f20df837d128564442511e5dc2ff8f755cd..6f5cfba56fa422109d30cca563b682d6ecb1e9c0 100644 --- a/landing/lenses/238170.json +++ b/landing/lenses/238170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2019", @@ -44,10 +44,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-02-26", "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -400,7 +400,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -420,7 +420,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-02-26", "period": "2023", "status": "derived", @@ -441,7 +441,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-02-26", "period": "2023", "status": "observed", @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238200.json b/landing/lenses/238200.json index 9e67b3782038dab8b244cf0af9871c2e2ae3b48c..0f9dd57bfe4205291904960050c79dacb442e1c6 100644 --- a/landing/lenses/238200.json +++ b/landing/lenses/238200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1041,15 +1041,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1193,13 +1193,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1541,12 +1541,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ac6b2106f10e", + "target": "238200", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.263 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/238490.json b/landing/lenses/238490.json index cf15a40d08f73ecf8191aea583c750bf6553be5d..33f78bcd3745799177a0fff22eceeab85c44246e 100644 --- a/landing/lenses/238490.json +++ b/landing/lenses/238490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,7 +903,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 17.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 20.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,10 +1123,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238500.json b/landing/lenses/238500.json index f42b8e667959858aad779b7e0530690ddd58556c..794364ac1ed734b3ebeb03052e249223fc0c29e1 100644 --- a/landing/lenses/238500.json +++ b/landing/lenses/238500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2023", @@ -36,10 +36,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -446,10 +446,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -465,10 +465,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/239340.json b/landing/lenses/239340.json index 7296a58b749dd80723689c80fa55848e1cc6aabe..68b12e3d2321129f031e67e648629153ec62f03b 100644 --- a/landing/lenses/239340.json +++ b/landing/lenses/239340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/239610.json b/landing/lenses/239610.json index 3e717d67e82c2bd2d4957284b19f3a9c7cb372e2..94098f3377862519356eb35f03f3a98b81e57b1b 100644 --- a/landing/lenses/239610.json +++ b/landing/lenses/239610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/239890.json b/landing/lenses/239890.json index 17f7c9cde0d63aecf49d7a9fb7d7f92b8a08dde8..642960879a1cae9bc4e4ea0d7d6013e2f0c10885 100644 --- a/landing/lenses/239890.json +++ b/landing/lenses/239890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -605,7 +605,7 @@ "value": 0.0, "unit": "riskScore", "direction": "positive", - "weight": 25, + "weight": 30, "contribution": 0.0, "sourceRef": "axes.채무상환능력" }, @@ -647,14 +647,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/239890/axes/채무상환능력", "status": "derived", - "detail": "위험점수 0.00, 가중치 25%" + "detail": "위험점수 0.00, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/239890/axes/자본구조", "status": "derived", - "detail": "위험점수 3.19, 가중치 20%" + "detail": "위험점수 3.56, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -729,37 +729,37 @@ "gradeHistory": [ { "period": "2026", - "score": 0.62, + "score": 0.94, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.46, + "score": 0.71, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 13.78, - "grade": "A", - "pdEstimate": 0.06 + "score": 12.9, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2023", - "score": 17.39, + "score": 16.07, "grade": "A-", "pdEstimate": 0.08 }, { "period": "2022", - "score": 25.06, + "score": 24.37, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2021", - "score": 24.74, + "score": 23.17, "grade": "BBB", "pdEstimate": 0.25 } @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -933,8 +933,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -946,8 +946,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -964,10 +964,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -977,7 +977,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -986,7 +986,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1073,10 +1073,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240550.json b/landing/lenses/240550.json index 2733b8cb0e8b9827923a39045e5b3a83e969d7a1..f13556c8884477c940ae327fef357a29c05a0d15 100644 --- a/landing/lenses/240550.json +++ b/landing/lenses/240550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240600.json b/landing/lenses/240600.json index 67ce98aea6068c2ffcf235829009cde7a6f7357f..65fc3c63f33f000b00cadf20bbdf0cc31f2571e8 100644 --- a/landing/lenses/240600.json +++ b/landing/lenses/240600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 21.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 23.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240810.json b/landing/lenses/240810.json index 32bb1c9af392ab8c29d140d1f60a4935870abdf3..4a1bd3dbca7dfa4080d95bea7b86dfb281ae7865 100644 --- a/landing/lenses/240810.json +++ b/landing/lenses/240810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1546,88 +1546,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4039ebd7215e", - "target": "240810", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2022", - "period": "2022", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2022", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/241520.json b/landing/lenses/241520.json index e34e6bafc2cf840454fb3c300acc7e21f62ff975..ed8e1c3090e2bdad9a89d390b215c38f17c24b4b 100644 --- a/landing/lenses/241520.json +++ b/landing/lenses/241520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -476,13 +476,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -601,14 +601,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -728,19 +728,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -761,8 +761,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -774,7 +774,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -794,8 +794,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -807,17 +807,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -827,7 +827,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -852,7 +852,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -886,7 +886,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -895,7 +895,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -908,10 +908,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -950,7 +950,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1203,12 +1203,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a1523f53c8f4", + "target": "241520", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/241560.json b/landing/lenses/241560.json index 50443dc313665b47871cdd870bbfa3078d861c92..40d720b7d90d3e15bc4ad8cbeb052a2d54ffb202 100644 --- a/landing/lenses/241560.json +++ b/landing/lenses/241560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241590.json b/landing/lenses/241590.json index 7a4a58b50fc85ddeb9388127e54a30803522e0af..b05cacab6e010aca6964580c12b2314168534dcc 100644 --- a/landing/lenses/241590.json +++ b/landing/lenses/241590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 27.33, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 30.09, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 27.33, + "score": 30.09, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 27.71, + "score": 30.54, "assumptions": { "scenarioStress": "moderate" } @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 9.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.01%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241690.json b/landing/lenses/241690.json index 4307fdef6e006f502b935adc4132a914ab70cf76..35e96b976ff1380429c76c3c913ebaa4642b6f9e 100644 --- a/landing/lenses/241690.json +++ b/landing/lenses/241690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241710.json b/landing/lenses/241710.json index 905b44c614fb2a865ea7492105308715675fd3e4..f221118fe5801d1b00f776b10b524dcb9cf75bdc 100644 --- a/landing/lenses/241710.json +++ b/landing/lenses/241710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1458,12 +1458,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:76c7b12f4671", + "target": "241710", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/241770.json b/landing/lenses/241770.json index 4943399b2b27e6c77837dc569320dc95d8444dc4..f38cf9f20a28e63adfdf114fca4a60a0e869acf6 100644 --- a/landing/lenses/241770.json +++ b/landing/lenses/241770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1539,12 +1539,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d5be5f14bc68", + "target": "241770", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.307 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/241790.json b/landing/lenses/241790.json index db35f5a919bd016a17e27684742479167019ed87..6cf900a23e7d32d6149aff129cae7f1befd5810b 100644 --- a/landing/lenses/241790.json +++ b/landing/lenses/241790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 4.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241820.json b/landing/lenses/241820.json index 0d4e06f11b7e5bd714130ade36e39fb84b92505e..ba18b9a950809921d8f40e7a20c577862b02657e 100644 --- a/landing/lenses/241820.json +++ b/landing/lenses/241820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2025-10-17", + "asOf": "2026-10-18", + "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -981,8 +981,8 @@ "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "medium", - "score": 61.3, + "level": "low", + "score": 34.7, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -992,13 +992,6 @@ "score": -0.296, "direction": "negative", "sourceRef": "fundamental.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" } ], "claims": [ @@ -1009,7 +1002,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1029,39 +1022,18 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2025-10-17", + "asOf": "2026-10-18", + "dataAsOf": null, "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", "evidenceRefs": [ - "quant.fundamental", - "quant.price" + "quant.fundamental" ], "falsifierRefs": [ "classificationBreak" ], "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2025-10-17", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 } ], "evidence": [ @@ -1072,14 +1044,6 @@ "status": "derived", "observedAt": null, "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2025-10-17", - "detail": "괴리 판정의 price 입력" } ], "assumptions": [ @@ -1101,6 +1065,12 @@ "status": "unsupported", "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", "sourceRef": "dartlab://gather/revenueConsensus" + }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict" } ], "scenarios": [ @@ -1140,10 +1110,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1159,10 +1129,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1182,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1358,6 +1328,13 @@ "sourceRef": "dartlab://gather/revenueConsensus", "engine": "quant" }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict", + "engine": "quant" + }, { "id": "macro.edge.hy-risk-premium.companyEvidence", "status": "partial", diff --git a/landing/lenses/241840.json b/landing/lenses/241840.json index 67ee6cfb8acfa5f69070e4966b7b5cbc12260608..2d28aaff965c5e04f77f26ebc370c1b947f04688 100644 --- a/landing/lenses/241840.json +++ b/landing/lenses/241840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -804,14 +804,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -931,10 +931,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -977,7 +977,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -997,8 +997,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1111,10 +1111,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1130,10 +1130,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/242040.json b/landing/lenses/242040.json index 75541ec31ac9e5e8063191af37fc3bfcaec45baa..7d73a0be22d754f3df2b1cf0f4a80b227196b1a1 100644 --- a/landing/lenses/242040.json +++ b/landing/lenses/242040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/243070.json b/landing/lenses/243070.json index 277e650ed26bbf153b525ab907601ad2ffeb7d8e..0e6648e3f831fba238becc26f786a93c900c3399 100644 --- a/landing/lenses/243070.json +++ b/landing/lenses/243070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/243840.json b/landing/lenses/243840.json index 4a4e31e9cbf89ce82d4c843d8f29ab4f15fc3b7d..e9af9e121929892b80032e8e1573e139fbd3b32c 100644 --- a/landing/lenses/243840.json +++ b/landing/lenses/243840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1454,7 +1454,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1476,7 +1476,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1494,15 +1494,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/244460.json b/landing/lenses/244460.json index 761c1053f47e74b4a3847e6a28523819775ec535..9c902d8f88ef84adedd4d982302dc0ad43ff79f0 100644 --- a/landing/lenses/244460.json +++ b/landing/lenses/244460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2022", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2022", "status": "derived", @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/244920.json b/landing/lenses/244920.json index 5047adbde5534dc6d7dec14f37e8ca7fa48152de..1f4c126edd42c77b791064bcc1f28ae570d7b1fd 100644 --- a/landing/lenses/244920.json +++ b/landing/lenses/244920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -884,7 +884,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -939,8 +939,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -950,7 +950,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1349,7 +1349,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1367,15 +1367,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/245620.json b/landing/lenses/245620.json index 75161b504bf4140f2c06d593987eaaa285050d79..da36310a674808e1ec3fb2175ca23cdb4bd43c9a 100644 --- a/landing/lenses/245620.json +++ b/landing/lenses/245620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -962,10 +962,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-12", "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1001,7 +1001,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-12", "period": "2023", "status": "derived", @@ -1042,7 +1042,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-12", "period": "2023", "status": "observed", @@ -1132,10 +1132,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1151,10 +1151,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246250.json b/landing/lenses/246250.json index 433b7f6f269b108851084b61dc4fea2e9fc982ae..d30c8f1e42221965124a8029af9aeccfed589372 100644 --- a/landing/lenses/246250.json +++ b/landing/lenses/246250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -60,10 +60,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -477,13 +477,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -678,14 +678,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -805,10 +805,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -912,10 +912,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -935,7 +935,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246690.json b/landing/lenses/246690.json index 0670aa0de7729538181daf76f37ef82de5d52375..a5c43bc9d6080ac653fb4de5fc1efe4117bba976 100644 --- a/landing/lenses/246690.json +++ b/landing/lenses/246690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -615,14 +615,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -742,10 +742,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -788,7 +788,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -808,8 +808,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -830,8 +830,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -866,7 +866,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -941,10 +941,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -964,7 +964,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246710.json b/landing/lenses/246710.json index 699402850308807e4e66a2ced28688a703dba401..d7d7e0580e8c4b1169d8b4b800ef3857903cb917 100644 --- a/landing/lenses/246710.json +++ b/landing/lenses/246710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,7 +821,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 18.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -982,7 +982,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246720.json b/landing/lenses/246720.json index aee28fa5728b4c5410503e3312afaf5fba313f8c..b0b47bef95b12a462c4aad93a8c8abc20f2e3e0b 100644 --- a/landing/lenses/246720.json +++ b/landing/lenses/246720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-24", "period": "2022", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-24", "period": "2022", "status": "derived", @@ -1059,7 +1059,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-24", "period": "2022", "status": "observed", @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246960.json b/landing/lenses/246960.json index 0b6d82097fea669168dd25ef68f59d604dcaf95a..28632297af1e70849f247f21723be282e9c4e18e 100644 --- a/landing/lenses/246960.json +++ b/landing/lenses/246960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -531,18 +531,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 41.66, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 45.56, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,15 +726,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 41.66, + "grade": "dCR-BB-", + "score": 45.56, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 42.81, + "score": 46.65, "assumptions": { "scenarioStress": "moderate" } @@ -750,11 +750,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -822,11 +817,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +3.6점 하향 (PD 11.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -841,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,15 +964,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1001,8 +997,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,7 +1010,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1043,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1092,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1120,13 +1116,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1135,7 +1131,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1148,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1167,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,10 +1181,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1203,10 +1199,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1233,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1511,12 +1507,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1f8f85a7fe57", + "target": "246960", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/247540.json b/landing/lenses/247540.json index 8b0269e9e2cf4a94567f4cd04177569b9369d137..86d6b268d9fde023ddbb2a7391e1b45604663dd5 100644 --- a/landing/lenses/247540.json +++ b/landing/lenses/247540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -600,18 +600,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 39.32, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 45.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -701,12 +701,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,15 +795,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 39.32, + "grade": "dCR-BB", + "score": 45.48, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 39.86, + "grade": "dCR-BB", + "score": 45.98, "assumptions": { "scenarioStress": "moderate" } @@ -831,51 +831,51 @@ "gradeHistory": [ { "period": "2026", - "score": 37.15, - "grade": "BB", - "pdEstimate": 1.5 + "score": 43.28, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2025", - "score": 54.43, - "grade": "B+", - "pdEstimate": 4.0 + "score": 46.1, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2024", - "score": 48.27, + "score": 48.24, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2023", - "score": 59.15, - "grade": "B", - "pdEstimate": 7.0 + "score": 50.73, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2022", - "score": 36.35, + "score": 35.87, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2021", - "score": 34.24, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 30.31, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2020", - "score": 11.74, - "grade": "A+", - "pdEstimate": 0.04 + "score": 7.89, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2019", - "score": 26.15, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 17.35, + "grade": "A-", + "pdEstimate": 0.08 } ], "coverage": { @@ -886,7 +886,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -896,6 +896,7 @@ "divergenceExplanation": [ "현금흐름 축이 59점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +3.6점 하향 (PD 10.67%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -912,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1039,19 +1040,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1072,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,17 +1119,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1163,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1191,13 +1192,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1206,7 +1207,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1219,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1238,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,10 +1257,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1274,10 +1275,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1288,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1320,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/247660.json b/landing/lenses/247660.json index fe9024d7b126788efa9b33af955b281f8b92db2e..e3ff931cc62fa0ac98648b8fa83e646ba5fc0ebc 100644 --- a/landing/lenses/247660.json +++ b/landing/lenses/247660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/248070.json b/landing/lenses/248070.json index 1d9e9f7d38cfcc12a94c7032844ec3d13601c49d..9a201af50ae6dcbd063b126760f717db724f05f9 100644 --- a/landing/lenses/248070.json +++ b/landing/lenses/248070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -878,14 +878,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1005,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1185,10 +1185,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1204,10 +1204,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/248170.json b/landing/lenses/248170.json index 3a8a7c20735f0d127ccbcfe28733cd591f25ac60..615726bc2109ce4dd3fed7e58757d9cf3a908946 100644 --- a/landing/lenses/248170.json +++ b/landing/lenses/248170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/249420.json b/landing/lenses/249420.json index 08c4eb60b4d7fc5dfe54e5c291c57318cb851c64..916b0ea6e806abf654cd3774136a53e75bb6deba 100644 --- a/landing/lenses/249420.json +++ b/landing/lenses/249420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/250000.json b/landing/lenses/250000.json index 514602f6e5fa76d35f4841bde415ab4182cfae7c..4adc24a4c8dd5efe92f699b479274db015613e76 100644 --- a/landing/lenses/250000.json +++ b/landing/lenses/250000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -607,13 +607,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -732,7 +732,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250030.json b/landing/lenses/250030.json index fa3b0cd0a7361167a1d60a4f271afa7dc4687bf2..2af90b67c04f29dfbde5aed8ed290c1f304c3a96 100644 --- a/landing/lenses/250030.json +++ b/landing/lenses/250030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -934,19 +934,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -960,8 +960,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1005,17 +1005,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1025,7 +1025,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1042,7 +1042,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1082,7 +1082,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1091,7 +1091,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1104,10 +1104,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1123,10 +1123,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250060.json b/landing/lenses/250060.json index 6b0da79c0f610ecf77bfdba80ac0b508246a3b5e..01b14bbb129243a5b46da613235fbc25ca41cfb6 100644 --- a/landing/lenses/250060.json +++ b/landing/lenses/250060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -980,19 +980,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,17 +1051,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1128,7 +1128,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1137,7 +1137,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,10 +1187,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1205,10 +1205,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250930.json b/landing/lenses/250930.json index b45edecf2b571a61f4be21502f6b5f8e8f56885b..3b6eede9278942ce28a53c01a285b800d781ceb9 100644 --- a/landing/lenses/250930.json +++ b/landing/lenses/250930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,7 +818,7 @@ "divergenceExplanation": [ "자본구조 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.57%). 최근 주가 하락이 반영된 결과", "D/EBITDA 33.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -961,15 +961,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -994,8 +994,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1027,8 +1027,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1040,17 +1040,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1085,7 +1085,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1113,13 +1113,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1128,7 +1128,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1141,10 +1141,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1160,10 +1160,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1363,88 +1363,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c5171b64347d", - "target": "250930", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.326 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/251120.json b/landing/lenses/251120.json index 0697bb560d0aa1898dbb313232bf8f658d550695..6fd2afaa01955071082fb6ea6cf5a5f6efd434c9 100644 --- a/landing/lenses/251120.json +++ b/landing/lenses/251120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1032,10 +1032,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/251270.json b/landing/lenses/251270.json index 4791e171fafba3ced74a8ee7c6ad12ed77dd7679..5c34228664e0fdacfc2061ff1b8cc6b1a1ba82cc 100644 --- a/landing/lenses/251270.json +++ b/landing/lenses/251270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2022", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -955,19 +955,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -988,8 +988,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1001,7 +1001,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1021,8 +1021,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1034,17 +1034,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1054,7 +1054,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1079,7 +1079,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1113,7 +1113,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1122,7 +1122,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1135,10 +1135,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1154,10 +1154,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1372,88 +1372,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1ea683421ba0", - "target": "251270", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2024", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.401 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/251370.json b/landing/lenses/251370.json index 8c9dec12e5a3bf10b730fdc638248a0b5081858c..20a5b0b9447e08659586ed74cf62fa343167b85e 100644 --- a/landing/lenses/251370.json +++ b/landing/lenses/251370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 6.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 7.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1048,15 +1048,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1200,13 +1200,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1450,12 +1450,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7647c3c67557", + "target": "251370", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.224 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/251630.json b/landing/lenses/251630.json index d04e0c763b1cf56b1430a28e826b05d76317888b..2df7aa2dfe99690623ad8446cbccc8c7ea87d0dc 100644 --- a/landing/lenses/251630.json +++ b/landing/lenses/251630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 11.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 15.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1044,19 +1044,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1446,12 +1446,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:debd9ef9b083", + "target": "251630", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/251970.json b/landing/lenses/251970.json index a4325b98b46cc3911c9bac11feccb91bb1acf6ad..fd45d7e657113777f76e1c1ef7ac504741d789bc 100644 --- a/landing/lenses/251970.json +++ b/landing/lenses/251970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/252500.json b/landing/lenses/252500.json index d2cd7075fc0eb64ab3953ff6bd32569b04578803..9645f4bfa40c9b3ecffb992f732243ece8c0768c 100644 --- a/landing/lenses/252500.json +++ b/landing/lenses/252500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,8 +1061,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,10 +1219,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1237,10 +1237,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/252990.json b/landing/lenses/252990.json index e2ba89779663765fb740589989fb5529fb13d40c..c2539b89a842ade34a857ad1e5e4a9bd5f54c493 100644 --- a/landing/lenses/252990.json +++ b/landing/lenses/252990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1004,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1035,10 +1035,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1144,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/253450.json b/landing/lenses/253450.json index 04758fe7b17bbb316b0e0238a383d77f61bb88c9..8ca403899221f2dc8a8d55823e50df1d5a71ee8f 100644 --- a/landing/lenses/253450.json +++ b/landing/lenses/253450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.7점 하향 (PD 5.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 5.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/253590.json b/landing/lenses/253590.json index 4fe9f8ba44661307adaaafdebb001885f522614a..93997ed7f2a38ab0e478ed4d0e5573f11e0cc0b8 100644 --- a/landing/lenses/253590.json +++ b/landing/lenses/253590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,14 +909,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1036,10 +1036,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1069,8 +1069,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,10 +1122,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1216,10 +1216,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1235,10 +1235,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/253840.json b/landing/lenses/253840.json index 6ca0a48ae4d7aeb9c5dcc8d5bbbd74670981e3f7..5cccd20bbc7f518c69eee2e562cd2d811bbe39f0 100644 --- a/landing/lenses/253840.json +++ b/landing/lenses/253840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/254120.json b/landing/lenses/254120.json index 48cc31a8bbd0150421dd0d393307ea7f5ffd632c..028d81e4198bccc7fdf242847692073591bfa99d 100644 --- a/landing/lenses/254120.json +++ b/landing/lenses/254120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-22", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-22", "period": "2025", "status": "derived", @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-22", "period": "2025", "status": "observed", @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/254490.json b/landing/lenses/254490.json index c08472c11e5e26f1dacdda4dad461fc791f8aa04..d59b6179c1c6732b3452d72a7e361eed01567238 100644 --- a/landing/lenses/254490.json +++ b/landing/lenses/254490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -966,15 +966,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", @@ -992,8 +992,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,17 +1037,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1114,7 +1114,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1123,7 +1123,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/255220.json b/landing/lenses/255220.json index 671e9a173c03292307ebcef1300f0e008bb31330..4561480c22e5b99af89471ac8c96e0b4a23ca5e8 100644 --- a/landing/lenses/255220.json +++ b/landing/lenses/255220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2018", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/255440.json b/landing/lenses/255440.json index 97b56ed32d7a0d3d3e10f6c29ac0fcbb52122298..a4f911d86fe05fbeb32619e75f9b2590fe8b95c2 100644 --- a/landing/lenses/255440.json +++ b/landing/lenses/255440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256150.json b/landing/lenses/256150.json index 1b318bb72220fd987007766cf6465e98adda4ab6..73ef80efcff901f0c66ab324710484e963a2dc3f 100644 --- a/landing/lenses/256150.json +++ b/landing/lenses/256150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1033,7 +1033,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256630.json b/landing/lenses/256630.json index 65f9e6f75f94b5369eae9f6632a05806911898a4..fde2fa6bef48a55572ea0c6606e2c64237c026bf 100644 --- a/landing/lenses/256630.json +++ b/landing/lenses/256630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,12 +692,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 IT (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,45 +827,45 @@ "gradeHistory": [ { "period": "2026", - "score": 1.65, + "score": 2.4, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 31.27, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 26.13, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2024", - "score": 41.3, - "grade": "BB", - "pdEstimate": 1.5 + "score": 33.22, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2023", - "score": 41.07, + "score": 38.13, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2022", - "score": 32.54, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 31.24, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2021", - "score": 14.96, - "grade": "A", - "pdEstimate": 0.06 + "score": 6.59, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2020", - "score": 4.61, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 2.68, + "grade": "AAA", + "pdEstimate": 0.0 } ], "coverage": { @@ -896,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1023,15 +1023,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1056,8 +1056,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,17 +1102,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1147,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1181,7 +1181,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1190,7 +1190,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1429,8 +1429,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/256840.json b/landing/lenses/256840.json index cd91e2f67c03cae9962676bcb241cc6de7d3382a..e81d3aa0dd61f6c8a72f7a116df2378655cf3258 100644 --- a/landing/lenses/256840.json +++ b/landing/lenses/256840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1052,8 +1052,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256940.json b/landing/lenses/256940.json index f4f8157bc9cfbc82e7a65d8af7db7f8ed4c1976d..bce057709f0a87e591d1e9d85a9019c6234416e5 100644 --- a/landing/lenses/256940.json +++ b/landing/lenses/256940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,18 +611,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 49.50, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 51.87, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,14 +807,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 49.5, + "score": 51.87, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 50.45, + "score": 53.06, "assumptions": { "scenarioStress": "moderate" } @@ -902,7 +902,7 @@ "divergenceExplanation": [ "채무상환능력 축이 89점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 27.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.98%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/257370.json b/landing/lenses/257370.json index 0e9b0feea6189a131472da314fa37c70cfe3dff6..fd5227cb2f702afeaf62bc577c36c081f9de38ba 100644 --- a/landing/lenses/257370.json +++ b/landing/lenses/257370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -961,10 +961,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1033,7 +1033,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/257720.json b/landing/lenses/257720.json index f2fa1d10d998289f0b6494e6d6752bed991a6b95..1ec87c3a002b7924d5bf6afd37ecc9b75532e831 100644 --- a/landing/lenses/257720.json +++ b/landing/lenses/257720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -989,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1399,7 +1399,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1421,7 +1421,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1439,8 +1439,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/257990.json b/landing/lenses/257990.json index acae7a906789c44605d1a244b2e348ee2093a8ac..cc2aff6970039f5eee5984c7caa9cabadf115eb9 100644 --- a/landing/lenses/257990.json +++ b/landing/lenses/257990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -366,10 +366,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-05-13", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -405,7 +405,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -425,7 +425,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-05-13", "period": "2025", "status": "derived", @@ -446,7 +446,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-05-13", "period": "2025", "status": "observed", @@ -536,10 +536,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -555,10 +555,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258610.json b/landing/lenses/258610.json index c222b8d64745c803711c5d531b12439c93da73da..17c222cebccb97d3b636850d2153fc4370bffab2 100644 --- a/landing/lenses/258610.json +++ b/landing/lenses/258610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258790.json b/landing/lenses/258790.json index a566cfb37fb83623f886cb166fdec28761aba76e..02a16c887b4b3ff7a1367d33045799a28f138c4c 100644 --- a/landing/lenses/258790.json +++ b/landing/lenses/258790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -587,13 +587,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -693,7 +693,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -712,7 +712,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1017,19 +1017,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1050,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,17 +1096,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1169,13 +1169,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1184,7 +1184,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258830.json b/landing/lenses/258830.json index 1be4a934ba1805c755174f857a4c52b18bd1426e..89b0bc0569e29856595a53460ab6fd4665d414c7 100644 --- a/landing/lenses/258830.json +++ b/landing/lenses/258830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -597,13 +597,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/259630.json b/landing/lenses/259630.json index 64c93d6826856e7ec6a42406b95b0ce77b2da31f..fe312d5b84c5d9349d8dec9357c006cf2a6055e0 100644 --- a/landing/lenses/259630.json +++ b/landing/lenses/259630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -608,18 +608,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 18.24, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 21.00, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -803,15 +803,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 18.24, + "grade": "dCR-BBB+", + "score": 21.0, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 19.33, + "grade": "dCR-BBB", + "score": 22.16, "assumptions": { "scenarioStress": "moderate" } @@ -830,7 +830,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -899,7 +899,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1044,19 +1044,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1196,13 +1196,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/259960.json b/landing/lenses/259960.json index e07ab1823e57ae9461c0f9b3e10c40a4a1851306..2a9ce8fa4e9a5d5b6da454d42b07e6499fd984fb 100644 --- a/landing/lenses/259960.json +++ b/landing/lenses/259960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1017,7 +1017,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260660.json b/landing/lenses/260660.json index 3bc7ccc2639989674bcc87e8033aafd468bcd656..c7d3a236b68a4b5f9e29d6781599f16e02c56a9b 100644 --- a/landing/lenses/260660.json +++ b/landing/lenses/260660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -906,7 +906,7 @@ "divergenceExplanation": [ "현금흐름 축이 39점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1067,7 +1067,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260930.json b/landing/lenses/260930.json index 040585ae73efad9afd71fd91e2c8364c30dcf500..3a06bedad537b17424c3421e0bdb6d5f6845c6d6 100644 --- a/landing/lenses/260930.json +++ b/landing/lenses/260930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -903,7 +903,7 @@ "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.54%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,7 +1204,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260970.json b/landing/lenses/260970.json index 46a0ff73806c7c80833a2917611e0bb23e735f59..6b482acec7a25a5415b85a9ee3bf68752b0c648f 100644 --- a/landing/lenses/260970.json +++ b/landing/lenses/260970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1053,7 +1053,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1121,10 +1121,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1140,10 +1140,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/261200.json b/landing/lenses/261200.json index 0d25ff119b7bd747b7d7fda16e8193018e5a8d23..0574022769213d06028530a86ab9a6316f401446 100644 --- a/landing/lenses/261200.json +++ b/landing/lenses/261200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1048,15 +1048,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1450,88 +1450,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c890a8c5b406", - "target": "261200", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/261520.json b/landing/lenses/261520.json index 40aaf3a3990582fad12e758f2df7781ee6dd156b..f83e7bd7c3e984d0c7237e0674c99d466137c934 100644 --- a/landing/lenses/261520.json +++ b/landing/lenses/261520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/261780.json b/landing/lenses/261780.json index 0b44a9be94a2cb5022092706ebb3dca6874666ad..b564b5353b52126fa7c88185824a2e82b368811b 100644 --- a/landing/lenses/261780.json +++ b/landing/lenses/261780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -854,7 +854,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -867,8 +867,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -887,8 +887,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -898,7 +898,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -907,7 +907,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -994,10 +994,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1017,7 +1017,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/262260.json b/landing/lenses/262260.json index 6595b6fc405b07d4f3d9bffd22972867b0a815e3..76ee1f8dedffeda42ef88e3851b8a4edeed280fe 100644 --- a/landing/lenses/262260.json +++ b/landing/lenses/262260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -582,18 +582,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 50.70, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 53.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,14 +778,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 50.7, + "score": 53.38, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 51.21, + "score": 54.01, "assumptions": { "scenarioStress": "moderate" } @@ -860,7 +860,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 29.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 49.01%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -876,14 +876,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1003,19 +1003,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1036,8 +1036,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1049,7 +1049,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1082,17 +1082,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1161,7 +1161,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1170,7 +1170,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1183,10 +1183,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1202,10 +1202,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/262840.json b/landing/lenses/262840.json index 3068111c52f11422ccc2114c7e911c750fa8ff1d..d151dfb30994af9b1bbbcc2568245c6da89cfd89 100644 --- a/landing/lenses/262840.json +++ b/landing/lenses/262840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1037,7 +1037,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263020.json b/landing/lenses/263020.json index 2db69146e7a90c04ac6b18eac1e4980a0b3e3073..df34b652991e44468f15a52f831d68a9c3bb0bc9 100644 --- a/landing/lenses/263020.json +++ b/landing/lenses/263020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1029,19 +1029,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1062,8 +1062,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1108,17 +1108,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1187,7 +1187,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1196,7 +1196,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1431,12 +1431,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9bdd3c84b65e", + "target": "263020", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.559 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/263050.json b/landing/lenses/263050.json index 4fce1bc5113ed6a94f76c5add5ee8650c83787c4..9c9db57b66566a2ae5b491c9134f4656d81ff8c3 100644 --- a/landing/lenses/263050.json +++ b/landing/lenses/263050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,7 +822,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 56.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-02-06", "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-02-06", "period": "2023", "status": "derived", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-02-06", "period": "2023", "status": "observed", @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1153,10 +1153,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263600.json b/landing/lenses/263600.json index e985c6d246a14616cea2bca6d2bb9e2c7a424029..7bb38ee9f59fbeb404c707f2382ab2acd395d90a 100644 --- a/landing/lenses/263600.json +++ b/landing/lenses/263600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263690.json b/landing/lenses/263690.json index 3a45b684362adac1ae1cb2fd01f2dcff0014eb44..e58a542c4ee08f4ba0fb896621cff1781ce4f10c 100644 --- a/landing/lenses/263690.json +++ b/landing/lenses/263690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263700.json b/landing/lenses/263700.json index 1472c2cf40db1a3313f276381da997932c6d8017..5cb42b20db98918a615039cb23097db90165f125 100644 --- a/landing/lenses/263700.json +++ b/landing/lenses/263700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -957,19 +957,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -990,8 +990,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,17 +1036,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1056,7 +1056,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1109,13 +1109,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1124,7 +1124,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263720.json b/landing/lenses/263720.json index 129f92580a1a503030fceaad920163fb92d50ee9..ac05a095de975c8240c2b918fe1e89231cb5cd3b 100644 --- a/landing/lenses/263720.json +++ b/landing/lenses/263720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,18 +611,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 4.67, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 4.79, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -712,12 +712,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 커뮤니케이션서비스 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -762,7 +762,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/263720/axes/자본구조", "status": "derived", - "detail": "위험점수 1.37, 가중치 20%" + "detail": "위험점수 1.66, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -807,14 +807,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 4.67, + "score": 4.79, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA+", - "score": 4.71, + "score": 4.85, "assumptions": { "scenarioStress": "moderate" } @@ -842,49 +842,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.57, + "score": 0.86, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.41, + "score": 0.59, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 0.97, + "score": 1.27, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 0.79, + "score": 0.96, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2022", - "score": 0.64, + "score": 0.82, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2021", - "score": 0.35, + "score": 0.58, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 0.3, + "score": 0.47, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2019", - "score": 0.84, + "score": 1.19, "grade": "AAA", "pdEstimate": 0.0 } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263750.json b/landing/lenses/263750.json index 24dd0c973a17aa75f29d5f30828a03d600a9f3db..0d9057c6eb58ca366e0e10e289b7f816eaf8f8b9 100644 --- a/landing/lenses/263750.json +++ b/landing/lenses/263750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1069,8 +1069,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263770.json b/landing/lenses/263770.json index d3979d7b8df8f3ccebc4ebe47c46eae4a0253a67..ed080fb78482853275b999ebf32f92454e16ac7e 100644 --- a/landing/lenses/263770.json +++ b/landing/lenses/263770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,8 +1060,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1091,10 +1091,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263800.json b/landing/lenses/263800.json index ee13adcede1f84d1a3597672dbe05225f358ceff..140c3eaf80c8987f15a02e73f9b8834d9491344e 100644 --- a/landing/lenses/263800.json +++ b/landing/lenses/263800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -899,7 +899,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,7 +1060,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263810.json b/landing/lenses/263810.json index 9c57fef24bc9b29bd3e68c1d8ae933ba15c2534b..e5464925129abd2262f9dcb443996a35b24dd0ea 100644 --- a/landing/lenses/263810.json +++ b/landing/lenses/263810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263860.json b/landing/lenses/263860.json index 630af9516f2b203999a259020326b3be71b71c7f..836b6d3756ca1bad6242eb5f705ff2cd436e1baa 100644 --- a/landing/lenses/263860.json +++ b/landing/lenses/263860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,10 +1126,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263920.json b/landing/lenses/263920.json index 2367a6908e061660e1e2b234f5f33bbbda163e3a..5605328014fe4bcc351c5f467479aadb97ee3abf 100644 --- a/landing/lenses/263920.json +++ b/landing/lenses/263920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264450.json b/landing/lenses/264450.json index 9db7c16c564560f281477238028ea1009c8ec308..99da00a6d26937cbe5d7ce09d2901a4e990d697b 100644 --- a/landing/lenses/264450.json +++ b/landing/lenses/264450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264660.json b/landing/lenses/264660.json index fee599b7447b4538ecbfcb6b52b2c134619c901f..33840721490e53c2c0774636a74e66c69cf66950 100644 --- a/landing/lenses/264660.json +++ b/landing/lenses/264660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -899,7 +899,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1041,15 +1041,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1193,13 +1193,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1443,12 +1443,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2698ca1e5fe0", + "target": "264660", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.265 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/264850.json b/landing/lenses/264850.json index d57deeea314620e6c5dfcf006c0f2905c3e6d879..afa3b8ae9e11b3bfb7f207adb4b407361bd548bd 100644 --- a/landing/lenses/264850.json +++ b/landing/lenses/264850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1019,19 +1019,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1052,8 +1052,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1098,17 +1098,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1177,7 +1177,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1186,7 +1186,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264900.json b/landing/lenses/264900.json index 6f467ab04dfb308966e08ece72b073615204c289..2acf189bc46945cc8c01119b9aeaf0d7afabe80f 100644 --- a/landing/lenses/264900.json +++ b/landing/lenses/264900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 39점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,10 +1108,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/265520.json b/landing/lenses/265520.json index 44197421882eb9ada51bac856480a6199d511fda..2e1423b6d65a3c5e98b63cd882cb454d606650fc 100644 --- a/landing/lenses/265520.json +++ b/landing/lenses/265520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1460,88 +1460,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7f4634010942", - "target": "265520", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.793 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/265560.json b/landing/lenses/265560.json index ea288ea974fdcc4925568affcef8414057cccfcd..ed301bfcf676fa82658bb4a1ac521cd81ea54824 100644 --- a/landing/lenses/265560.json +++ b/landing/lenses/265560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/265740.json b/landing/lenses/265740.json index f449fdb3b08c10d25bf98c48af394089eef9316d..bb92e4620e8a35df070d064d70e9433369f6731a 100644 --- a/landing/lenses/265740.json +++ b/landing/lenses/265740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/266170.json b/landing/lenses/266170.json index ca5f38b1c41e048a1232fde5eea0ddd3e818e94c..4a53877ef31ab4d565f4e0d1e7bdfe1da645a5a1 100644 --- a/landing/lenses/266170.json +++ b/landing/lenses/266170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -38,10 +38,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -233,14 +233,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -360,10 +360,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -399,7 +399,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -419,7 +419,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -440,7 +440,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -530,10 +530,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -549,10 +549,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/266350.json b/landing/lenses/266350.json index bf05725074100ba97a93a89f637be17de8ff43ac..79d32212eb53ecde4670c72a9962010faa48b416 100644 --- a/landing/lenses/266350.json +++ b/landing/lenses/266350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025Q4", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -734,7 +734,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -754,7 +754,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -845,10 +845,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -864,10 +864,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -887,7 +887,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/266690.json b/landing/lenses/266690.json index 453244372a239d4e058c043b67c64b1d09e97986..e7c626b6b0be2e7a0caaa062c36fd3f2b67cbd86 100644 --- a/landing/lenses/266690.json +++ b/landing/lenses/266690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1011,8 +1011,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1119,10 +1119,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1138,10 +1138,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,10 +1165,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1183,10 +1183,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267080.json b/landing/lenses/267080.json index c9f0a98793ba525950fe158ad7e22b3f7da96345..7d033bbbf2e36d573f0cf7c9acb148bb8578a85b 100644 --- a/landing/lenses/267080.json +++ b/landing/lenses/267080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025Q4", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -726,7 +726,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2024", "status": "derived", @@ -834,10 +834,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -853,10 +853,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,10 +880,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -894,7 +894,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267250.json b/landing/lenses/267250.json index 939f5824847026a2a79967410840148de96e12fd..68663c9dd8eca933ffdbf6665d7633874a77ab81 100644 --- a/landing/lenses/267250.json +++ b/landing/lenses/267250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -608,18 +608,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 16.78, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 19.45, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -804,14 +804,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 16.78, + "score": 19.45, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 18.06, + "score": 20.82, "assumptions": { "scenarioStress": "moderate" } @@ -899,8 +899,7 @@ "totalNotch": 3, "reasons": [ "대형기업 (매출 71조)" - ], - "monotonicGate": "A+" + ] }, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", @@ -918,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1045,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1132,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1244,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1270,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1285,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267260.json b/landing/lenses/267260.json index 482159fc5e1269b4a13027cdda2786b241573e45..473cdc5e8cd44e21eaf7c8ed4edaf7e1c5d6d3fc 100644 --- a/landing/lenses/267260.json +++ b/landing/lenses/267260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267270.json b/landing/lenses/267270.json index cec87ab44c8116526d2787c76ee9df8ed2cf2c76..aa9b9ba72437613b495aae4b6ccb985a8087fbf1 100644 --- a/landing/lenses/267270.json +++ b/landing/lenses/267270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -899,7 +899,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267290.json b/landing/lenses/267290.json index b6ab4c72d9f94bd556c28c0604bc52119b6683a9..571068450c7c9454c44b5cf78191f61f593f7bff 100644 --- a/landing/lenses/267290.json +++ b/landing/lenses/267290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1509,7 +1509,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1531,7 +1531,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1549,15 +1549,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/267320.json b/landing/lenses/267320.json index 83224abddcac3de053d1b2be7fbaf0b3148704c2..3d74449d82018ec862fe250456c30118dc73d4cb 100644 --- a/landing/lenses/267320.json +++ b/landing/lenses/267320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -884,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1011,10 +1011,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1044,7 +1044,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1110,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1421,7 +1421,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1443,7 +1443,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1461,15 +1461,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/267790.json b/landing/lenses/267790.json index 8a10c4a5b68c87c660554adf50f7167c337a0261..9effeb4ad4cb1b541f41c96da5fb2a93318bc1d8 100644 --- a/landing/lenses/267790.json +++ b/landing/lenses/267790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1455,7 +1455,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1477,7 +1477,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1495,15 +1495,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/267850.json b/landing/lenses/267850.json index 4d3e69b78c6c23b2c730dfbf937998b30e72c3d3..d91ac37c131607afa11de998729d31b104aa9b09 100644 --- a/landing/lenses/267850.json +++ b/landing/lenses/267850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 5.65, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 5.92, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -633,11 +633,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 1.92, + "value": 2.42, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.38, + "contribution": 0.48, "sourceRef": "axes.자본구조" }, { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -702,12 +702,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -752,7 +752,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/267850/axes/자본구조", "status": "derived", - "detail": "위험점수 1.92, 가중치 20%" + "detail": "위험점수 2.42, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -797,14 +797,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 5.65, + "score": 5.92, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 6.4, + "score": 6.7, "assumptions": { "scenarioStress": "moderate" } @@ -832,49 +832,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.66, + "score": 0.99, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.81, + "score": 1.31, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 1.54, + "score": 2.11, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 8.07, + "score": 8.37, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2022", - "score": 0.38, + "score": 0.66, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2021", - "score": 2.04, + "score": 2.39, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 2.81, - "grade": "AAA", - "pdEstimate": 0.0 + "score": 3.43, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2019", - "score": 5.24, + "score": 6.11, "grade": "AA", "pdEstimate": 0.02 } @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267980.json b/landing/lenses/267980.json index 07c9ff1ae7bb269b7c6f51182b28bf4e0dc992a8..437bdd3433dae5045637be879cbf62777c11ed5b 100644 --- a/landing/lenses/267980.json +++ b/landing/lenses/267980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1555,7 +1555,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1577,7 +1577,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1595,8 +1595,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/268280.json b/landing/lenses/268280.json index 2f4a980dbccdcd0330e3bfefe91a87764f842150..519871c096fd06308b862bcc76eefc942df6aec0 100644 --- a/landing/lenses/268280.json +++ b/landing/lenses/268280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/269620.json b/landing/lenses/269620.json index a3d367f1f81ebe03b3f67c2d257e8bc6f1493704..4c805768d52aa8d52d23c82afbab76c49341ede6 100644 --- a/landing/lenses/269620.json +++ b/landing/lenses/269620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-08-24", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-08-24", "period": "2025", "status": "derived", @@ -1130,7 +1130,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-08-24", "period": "2025", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/270520.json b/landing/lenses/270520.json index bdb63027998acc0d27585c83e972b98e0c101505..86f802947307feea86dc48e39550c073a27ec55e 100644 --- a/landing/lenses/270520.json +++ b/landing/lenses/270520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1010,7 +1010,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,10 +1085,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/270660.json b/landing/lenses/270660.json index 862241d313952339a15b7fee3c5dbd0c3533eb5d..090e2530a82ba3865e7317d9ab4e8c7f73ddfae7 100644 --- a/landing/lenses/270660.json +++ b/landing/lenses/270660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1023,7 +1023,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/270870.json b/landing/lenses/270870.json index 658ebcf0f7927a90c207856407747ba9da128320..91f97f4f0b787ed88e26d9b4712c1b80a2ccc27c 100644 --- a/landing/lenses/270870.json +++ b/landing/lenses/270870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/271560.json b/landing/lenses/271560.json index 7e667abc8d4668c726fd31cb7dff28defa484078..d212107ae06772f7c21602de8d06b5da02b03521 100644 --- a/landing/lenses/271560.json +++ b/landing/lenses/271560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1549,7 +1549,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1571,7 +1571,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1589,15 +1589,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/271830.json b/landing/lenses/271830.json index 52596587f2f46c7a38cebbea2918687040afca1f..fc314a8d12375642ee918743de9f71e8dd08c4eb 100644 --- a/landing/lenses/271830.json +++ b/landing/lenses/271830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -767,7 +767,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 49.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 54.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -782,14 +782,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -909,10 +909,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -955,7 +955,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -975,8 +975,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -997,8 +997,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1033,7 +1033,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1108,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/271940.json b/landing/lenses/271940.json index dec68a5fcb7659f4c3d8c29fe7e2a34564b7c6be..abf14142bda8bac25fa2e28144e01b7440327768 100644 --- a/landing/lenses/271940.json +++ b/landing/lenses/271940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,10 +1086,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/271980.json b/landing/lenses/271980.json index 9f091d31ce9232783840e47539eaf9c0c62f4568..606fce3d8e05eb819e43cfbfbd5629f6a0b623db 100644 --- a/landing/lenses/271980.json +++ b/landing/lenses/271980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1453,7 +1453,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1475,7 +1475,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1493,8 +1493,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/272110.json b/landing/lenses/272110.json index 0aefe6837b5050b7b63bbee3a6e8613cfecc1824..93ec8d4baf0ae50c881c2bf7b20605270b9b55fa 100644 --- a/landing/lenses/272110.json +++ b/landing/lenses/272110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -883,7 +883,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -898,14 +898,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1025,19 +1025,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1058,8 +1058,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,17 +1104,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1149,7 +1149,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1177,13 +1177,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1192,7 +1192,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272210.json b/landing/lenses/272210.json index 2a4e7d9f71868aced51d40c52c922d6f4c7ffddc..7322d33e01b029b412229be13f20d0a155f61416 100644 --- a/landing/lenses/272210.json +++ b/landing/lenses/272210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1023,10 +1023,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272290.json b/landing/lenses/272290.json index b9d8296151e67d20acf9b954f0a27a3156636b01..a19f114e382c2d5e1b353ab57993746b6bb024c3 100644 --- a/landing/lenses/272290.json +++ b/landing/lenses/272290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 3.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,10 +1134,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272450.json b/landing/lenses/272450.json index d455c261c045850fc8cb68096549107f9ced8ce4..1d2d9cebd3c6a1a5088629a7667c0b961e5e76e3 100644 --- a/landing/lenses/272450.json +++ b/landing/lenses/272450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 29.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 27.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,8 +1061,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272550.json b/landing/lenses/272550.json index bcb7dc7abf214c0cade41cf4dad82d6ea2d7b1d5..70d4adfa9e80c7d09e6db467c1f8d2fa9063148f 100644 --- a/landing/lenses/272550.json +++ b/landing/lenses/272550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,7 +904,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/273060.json b/landing/lenses/273060.json index c6277427557833b45903a6080c1ccd506f3da6b5..0515af2f4e366a704af318a70165ae1b62809fce 100644 --- a/landing/lenses/273060.json +++ b/landing/lenses/273060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1002,19 +1002,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1035,8 +1035,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1081,17 +1081,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1160,7 +1160,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1169,7 +1169,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1404,12 +1404,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4db41d69a683", + "target": "273060", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/273640.json b/landing/lenses/273640.json index 897d5f4180d17b0b042728c76c94334cb605d934..97c521542e423bd0389e96213bcb53071aedbe3f 100644 --- a/landing/lenses/273640.json +++ b/landing/lenses/273640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1007,7 +1007,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/274090.json b/landing/lenses/274090.json index e1c1237f4680ceb1ddd72011787004bdcf954408..cb26a91da2826b33729e9c3d0c30e8ac89471dbb 100644 --- a/landing/lenses/274090.json +++ b/landing/lenses/274090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2021", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -591,18 +591,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.79, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 34.04, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,15 +786,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 31.79, + "grade": "dCR-BB+", + "score": 34.04, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 31.92, + "grade": "dCR-BB+", + "score": 34.17, "assumptions": { "scenarioStress": "moderate" } @@ -871,11 +871,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1017,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1043,8 +1044,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1056,8 +1057,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1075,10 +1076,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1089,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1105,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1167,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1186,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1209,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/274400.json b/landing/lenses/274400.json index aff5ff6c4aa904a611c93bdfd703171f4e41b813..ee411416c6b9de03c50f536ebfd27f7c2ac029f3 100644 --- a/landing/lenses/274400.json +++ b/landing/lenses/274400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -731,8 +731,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -751,8 +751,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -771,7 +771,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -839,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -858,10 +858,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/275630.json b/landing/lenses/275630.json index c5d4e9565718b3b3ae1c4daa8d48d13c7e84f487..7d2ff95c3d58f2007a0f2f14b3616fac6d072748 100644 --- a/landing/lenses/275630.json +++ b/landing/lenses/275630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1031,19 +1031,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1064,8 +1064,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1110,17 +1110,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1189,7 +1189,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1198,7 +1198,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1433,12 +1433,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:56a7c034f5c8", + "target": "275630", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/276040.json b/landing/lenses/276040.json index d813bd1803920898116ef8a5f1f408dc2fec4065..48ffd850802dcf1cf65c17fc7e87412b77d39c21 100644 --- a/landing/lenses/276040.json +++ b/landing/lenses/276040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -348,13 +348,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -548,14 +548,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -675,10 +675,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-04-07", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -721,7 +721,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -741,7 +741,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-04-07", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-04-07", "period": "2025", "status": "observed", @@ -855,10 +855,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -874,10 +874,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/276730.json b/landing/lenses/276730.json index d22485dcf2302179940d1854b28e06a07bc186fd..21ebdd3204e60e7ca03aa1aaa29d1b370a316af2 100644 --- a/landing/lenses/276730.json +++ b/landing/lenses/276730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -784,7 +784,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 266.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 266.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -799,14 +799,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -972,7 +972,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277070.json b/landing/lenses/277070.json index 6e0948b15fb8ad26488c82bfec1bd8b547040a6c..95d763e051d805d5255d19b2207da99fcde4f79e 100644 --- a/landing/lenses/277070.json +++ b/landing/lenses/277070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -157,7 +157,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -178,7 +178,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -210,7 +210,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -231,7 +231,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -263,7 +263,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -679,14 +679,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -806,10 +806,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -852,7 +852,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -872,8 +872,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -894,8 +894,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -930,7 +930,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1005,10 +1005,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1023,10 +1023,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1041,10 +1041,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1055,7 +1055,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1400,7 +1400,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1422,7 +1422,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1440,8 +1440,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/277410.json b/landing/lenses/277410.json index d77ac4f5ca6f9f60ffb5ade3398fbe1e9334c07f..3086fa094d46aa09f0701434dca7f9077384e7d5 100644 --- a/landing/lenses/277410.json +++ b/landing/lenses/277410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -701,12 +701,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 필수소비재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,7 +896,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 10.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 11.79%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,10 +1125,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277810.json b/landing/lenses/277810.json index 5bc54bbd04b2e07cb42d01dedeb1f337342b0909..b7fbed4cc93a47dd5ef6bcba213425267f17fb93 100644 --- a/landing/lenses/277810.json +++ b/landing/lenses/277810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2021", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -876,7 +876,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -889,7 +889,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -909,8 +909,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -930,8 +930,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -941,7 +941,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -958,7 +958,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1020,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1039,10 +1039,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277880.json b/landing/lenses/277880.json index 3e8a823e4034049108cc68a51a0476fb03311a2b..d2f3473418f6dd2ebcfe30b2c6093b43929dac42 100644 --- a/landing/lenses/277880.json +++ b/landing/lenses/277880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -580,18 +580,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 19.08, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 21.03, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -776,14 +776,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 19.08, + "score": 21.03, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 19.61, + "score": 21.66, "assumptions": { "scenarioStress": "moderate" } @@ -863,7 +863,7 @@ }, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 4.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.49%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1039,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/278280.json b/landing/lenses/278280.json index 25e918ea3dcf01d1d9c9e306e9638578c5393d36..2b965c82130f187b8c1e251d1e49b704422086ee 100644 --- a/landing/lenses/278280.json +++ b/landing/lenses/278280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -602,18 +602,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 32.15, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.76, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -798,14 +798,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 32.15, + "score": 35.76, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 32.63, + "score": 36.33, "assumptions": { "scenarioStress": "moderate" } @@ -898,7 +898,7 @@ "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 9.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,10 +1126,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/278470.json b/landing/lenses/278470.json index 0b5051aa8ada66ac5acd39f10adb04f28d447805..2efda992d9019ca3a5cc27ad16ed39e6232ed3d6 100644 --- a/landing/lenses/278470.json +++ b/landing/lenses/278470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1016,19 +1016,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,17 +1095,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1174,7 +1174,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1183,7 +1183,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1418,12 +1418,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:042b06113f8d", + "target": "278470", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/278650.json b/landing/lenses/278650.json index e57bc1f9e3eb14751a45ab81fb98a7509c150ab1..c9ba90c0150ff3f0f79f4dd39ed6658077a7d524 100644 --- a/landing/lenses/278650.json +++ b/landing/lenses/278650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -591,18 +591,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 25.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 27.27, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,15 +786,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 25.02, + "grade": "dCR-BBB-", + "score": 27.27, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 26.15, + "grade": "dCR-BBB-", + "score": 28.4, "assumptions": { "scenarioStress": "moderate" } @@ -871,10 +871,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1016,19 +1017,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1049,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1062,7 +1063,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,17 +1096,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1140,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1174,7 +1175,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1183,7 +1184,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1196,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1215,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1418,12 +1419,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d8315be8da82", + "target": "278650", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.574 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/278990.json b/landing/lenses/278990.json index 97b2ec1f79717c768ed0c3abe6daaed6928b4579..288693e89fc5b7c9c1f7f19384ce12a9925297ef 100644 --- a/landing/lenses/278990.json +++ b/landing/lenses/278990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -364,10 +364,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -410,7 +410,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -430,8 +430,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -452,8 +452,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -488,7 +488,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -544,10 +544,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -563,10 +563,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -590,10 +590,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -604,7 +604,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -628,7 +628,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/279570.json b/landing/lenses/279570.json index 6553174eec157ddec5582ea9f0d604cbbb839664..65335e1e068af0623ec56a78ad1e2ceafa7c22da 100644 --- a/landing/lenses/279570.json +++ b/landing/lenses/279570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -702,8 +702,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -722,8 +722,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -742,7 +742,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -829,10 +829,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/279600.json b/landing/lenses/279600.json index 5eddf5dcac7e865775b86f768294e4f9c9d5f61f..5a688a325f6f6d99cee949e5132ce279a1d874f9 100644 --- a/landing/lenses/279600.json +++ b/landing/lenses/279600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -806,7 +806,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 133.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 130.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -967,8 +967,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -998,10 +998,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1088,10 +1088,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1107,10 +1107,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/280360.json b/landing/lenses/280360.json index 56760f69eadc48ef61a50fce1034f575c6c61b68..c30e1f9c31c32ba6c47f5db9805432889bf73a7e 100644 --- a/landing/lenses/280360.json +++ b/landing/lenses/280360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/281740.json b/landing/lenses/281740.json index 1b5e1bea9aa1c26511345623743e255a16fca9bf..cf16ea5db9974e54166b20b91004602287d7c4fc 100644 --- a/landing/lenses/281740.json +++ b/landing/lenses/281740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,10 +1236,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1254,10 +1254,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1570,7 +1570,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1592,7 +1592,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1610,15 +1610,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/281820.json b/landing/lenses/281820.json index e7a28ca0502b053ecf0aca7e8b80c46958bfe80b..beeadb71ead86f84c375aa701b98ae00b152c08a 100644 --- a/landing/lenses/281820.json +++ b/landing/lenses/281820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1060,8 +1060,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1091,10 +1091,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/282330.json b/landing/lenses/282330.json index 658a06b576775d7b4a4fcc5ada5cca0a659eed81..c051e29144c6ea0633fdd0add8e8767a6184eb62 100644 --- a/landing/lenses/282330.json +++ b/landing/lenses/282330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,7 +904,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1204,7 +1204,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1495,88 +1495,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d56a05828352", - "target": "282330", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.389 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/282620.json b/landing/lenses/282620.json index ed43a58d74ee1a63f4e87f21e4edfca9d1c22b24..c44628fa936d43284dfb59d4a3c8bcfa78f8c25e 100644 --- a/landing/lenses/282620.json +++ b/landing/lenses/282620.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/282720.json b/landing/lenses/282720.json index 215d4af01c24752cd6feab37065beca614a04ce2..5ef47cc2f080d618a116dceec52d408f6ae6f844 100644 --- a/landing/lenses/282720.json +++ b/landing/lenses/282720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -562,18 +562,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 29.65, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.90, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -758,14 +758,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 29.65, + "score": 31.9, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 30.33, + "grade": "dCR-BB+", + "score": 32.58, "assumptions": { "scenarioStress": "moderate" } @@ -781,6 +781,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -828,6 +833,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.81%). 최근 주가 하락이 반영된 결과", "D/EBITDA 47.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -844,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -971,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1004,8 +1010,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1017,7 +1023,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,8 +1043,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,10 +1063,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1070,7 +1076,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1095,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1151,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1170,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/282880.json b/landing/lenses/282880.json index 7b9646f1d80cbf94f39afb2bae07e753b8187874..488a21f4787667d9649aadc726c40a0b880ab0d9 100644 --- a/landing/lenses/282880.json +++ b/landing/lenses/282880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -882,7 +882,7 @@ "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1024,19 +1024,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1057,8 +1057,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1103,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1182,7 +1182,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1191,7 +1191,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1426,88 +1426,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a22d2cb0c024", - "target": "282880", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/284620.json b/landing/lenses/284620.json index a2a796727c5999b649cf0b096520a1e39d03fc55..a07829ab82211204dadad39489ae969744c972af 100644 --- a/landing/lenses/284620.json +++ b/landing/lenses/284620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -878,10 +878,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -917,7 +917,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1028,10 +1028,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1047,10 +1047,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1070,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/284740.json b/landing/lenses/284740.json index 2b4e6fb307a5e42730b4df16f357db830d8e8860..16b08ae281ad7b5732a9293d202cda9bb63a5ab6 100644 --- a/landing/lenses/284740.json +++ b/landing/lenses/284740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1037,19 +1037,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1116,17 +1116,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1189,13 +1189,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1204,7 +1204,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/285130.json b/landing/lenses/285130.json index f6a00fcc2ebc85cbeabe3713573ca59c68625ecb..005465cc96f2b4db3ebb62c6ccc9842bae647585 100644 --- a/landing/lenses/285130.json +++ b/landing/lenses/285130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/285490.json b/landing/lenses/285490.json index ff70f3b08f7ccd1004401386b541e83943aa3301..6bf749ae0edfb42b0cc34b1374337f1553138561 100644 --- a/landing/lenses/285490.json +++ b/landing/lenses/285490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1024,15 +1024,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1057,8 +1057,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1103,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1182,7 +1182,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1191,7 +1191,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1268,10 +1268,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1638,88 +1638,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:78d8171b688d", - "target": "285490", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/285800.json b/landing/lenses/285800.json index e48cf811a103a989786f3aee76c1f6deea380b43..c29905707c5272072a9ca326a9dec490d153ae4a 100644 --- a/landing/lenses/285800.json +++ b/landing/lenses/285800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -892,19 +892,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1050,7 +1050,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1059,7 +1059,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,10 +1109,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1127,10 +1127,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1449,12 +1449,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:cb97c791e3b1", + "target": "285800", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/286750.json b/landing/lenses/286750.json index dff286c6dc7ae9fae6065ccadb4d5f06d9135fb1..893ecfb6872781444756e47b7a6829c8871dd390 100644 --- a/landing/lenses/286750.json +++ b/landing/lenses/286750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -809,7 +809,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 20.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 19.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -951,19 +951,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -984,8 +984,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1030,17 +1030,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1109,7 +1109,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1118,7 +1118,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,10 +1168,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1186,10 +1186,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/286940.json b/landing/lenses/286940.json index 043f5edfc70c6091f744a2b339954da14e4d19a2..cc37b85dc0e247670413fc196dbbc0b10b40bb20 100644 --- a/landing/lenses/286940.json +++ b/landing/lenses/286940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/287840.json b/landing/lenses/287840.json index 7dd182b426ee4b7f7df08eaf8e2adaab7f50c672..92f8693b2d079faff40f00681ea0d1f380562038 100644 --- a/landing/lenses/287840.json +++ b/landing/lenses/287840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/288180.json b/landing/lenses/288180.json index 0d20593f1a8527fe280d0f3843448333666f4979..be711d9c8ef0061e72988cb7beb6142941661dcc 100644 --- a/landing/lenses/288180.json +++ b/landing/lenses/288180.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/288330.json b/landing/lenses/288330.json index e2e2432bab932f6b5d3723437569d57d7c73a4f8..76b6abf19dceda77ec00a4c4d951b53d96ad9e4a 100644 --- a/landing/lenses/288330.json +++ b/landing/lenses/288330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,7 +812,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 365.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 349.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-04-07", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -986,7 +986,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-04-07", "period": null, "status": "derived", @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-04-07", "period": null, "status": "observed", @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/288620.json b/landing/lenses/288620.json index 9ec4096ff5476a0b37ac65f951932bf29ca06c62..37a05058b0af989f7f51e729fac4f8ab3526298a 100644 --- a/landing/lenses/288620.json +++ b/landing/lenses/288620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,7 +892,7 @@ "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 14.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 15.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1067,7 +1067,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/288980.json b/landing/lenses/288980.json index 57beb979f9e86806f09220e4344cc7b45bfa7924..c865a244a532cc4be68ada7aebb7d403484de6bb 100644 --- a/landing/lenses/288980.json +++ b/landing/lenses/288980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,7 +777,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 1033.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 1119.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -792,14 +792,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -919,19 +919,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -952,8 +952,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -965,7 +965,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -985,8 +985,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -998,17 +998,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1043,7 +1043,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1077,7 +1077,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1086,7 +1086,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1099,10 +1099,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1118,10 +1118,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289010.json b/landing/lenses/289010.json index 0a2fee494c459e6f2e7002a9bc93ceecfa88ebcb..5745d3b257ef9ffa22fe66242d5201e714157980 100644 --- a/landing/lenses/289010.json +++ b/landing/lenses/289010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1038,7 +1038,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1246,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289080.json b/landing/lenses/289080.json index 38eed05740abc3b7a1d37d59647e83793c476a17..d7d5a1787a9923294cd15f2348d400b00e0560d3 100644 --- a/landing/lenses/289080.json +++ b/landing/lenses/289080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -94,7 +94,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -114,7 +114,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -348,13 +348,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -473,14 +473,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -600,19 +600,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -633,8 +633,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -646,7 +646,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -666,8 +666,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -679,17 +679,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -699,7 +699,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -724,7 +724,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -758,7 +758,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -767,7 +767,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -780,10 +780,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -799,10 +799,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -822,7 +822,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1082,88 +1082,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f57b18da6749", - "target": "289080", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2024", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/289220.json b/landing/lenses/289220.json index 9d5baa6757bbeb2a60c06746b76af38d5ee6f3d0..b0f0d15d2a19e6e0130ac93cd7d6676bb83e46e9 100644 --- a/landing/lenses/289220.json +++ b/landing/lenses/289220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,7 +793,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 28.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -968,8 +968,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1021,10 +1021,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1034,7 +1034,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289930.json b/landing/lenses/289930.json index 0e5d8f922b7e0f4ef44bcc0b64dcce5a78a684c7..7b51c7251a558339b1ac35b59b67170735650e72 100644 --- a/landing/lenses/289930.json +++ b/landing/lenses/289930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290090.json b/landing/lenses/290090.json index feed189e1f1080abe10685632c3cd28c890a7793..59b4eaf781c281409c3cb66ecab02995436d8c38 100644 --- a/landing/lenses/290090.json +++ b/landing/lenses/290090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -900,19 +900,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -933,8 +933,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,17 +979,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1058,7 +1058,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1067,7 +1067,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,88 +1310,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f8d26f161a8c", - "target": "290090", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.569 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/290120.json b/landing/lenses/290120.json index 7b08567551457150dd9a0a8604d55bd412906bd7..a821f371ac71f76b1fedcb15d3e1ebc1b39cd3bf 100644 --- a/landing/lenses/290120.json +++ b/landing/lenses/290120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1035,19 +1035,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1068,8 +1068,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1114,17 +1114,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1193,7 +1193,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1202,7 +1202,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,10 +1252,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1270,10 +1270,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1578,12 +1578,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:faddec453cf9", + "target": "290120", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.552 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/290270.json b/landing/lenses/290270.json index 9d78d3d40270c722af3d10e9b85cff864c7f5f59..2281570a26ee7df5075eb6be0c336f31d1954e25 100644 --- a/landing/lenses/290270.json +++ b/landing/lenses/290270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1030,19 +1030,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1063,8 +1063,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1109,17 +1109,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1188,7 +1188,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1197,7 +1197,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1432,88 +1432,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:02862deca404", - "target": "290270", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.654 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/290380.json b/landing/lenses/290380.json index 6ff071d39b4bb3cc1c3e88f7b1880b58cef4965d..0a0a67a05e84a408872dce66c433cb452222ccac 100644 --- a/landing/lenses/290380.json +++ b/landing/lenses/290380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290520.json b/landing/lenses/290520.json index 8155220a4aaa5319010861e67c2eaded25d13781..8dd022174a79ce3046b886cd0d2bc4fd14f99beb 100644 --- a/landing/lenses/290520.json +++ b/landing/lenses/290520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,14 +813,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -940,15 +940,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -973,8 +973,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -986,7 +986,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1006,8 +1006,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1019,17 +1019,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1039,7 +1039,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1064,7 +1064,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1092,13 +1092,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1107,7 +1107,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1139,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,10 +1166,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1436,12 +1436,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3fddeb0705a8", + "target": "290520", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/290550.json b/landing/lenses/290550.json index 0543b14e50fa289032b1684408cb6cf691ee33f0..2112ebb26019c57848b4469a332b6148f223395a 100644 --- a/landing/lenses/290550.json +++ b/landing/lenses/290550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290560.json b/landing/lenses/290560.json index d268d61acdad5337c0f4ce10e1b1a680507d04cc..338353d02c753f18b7d2574f54469d63f404e58b 100644 --- a/landing/lenses/290560.json +++ b/landing/lenses/290560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-12", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-12", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-12", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290650.json b/landing/lenses/290650.json index d1472000e9acd661b2cc5f665567b08dc46707a4..238fd96f087d68a0f6ae014e6412f7b023046407 100644 --- a/landing/lenses/290650.json +++ b/landing/lenses/290650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -602,18 +602,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 45.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 41.08, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -797,15 +797,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 45.02, + "grade": "dCR-BB+", + "score": 41.08, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 45.51, + "grade": "dCR-BB+", + "score": 41.61, "assumptions": { "scenarioStress": "moderate" } @@ -888,7 +888,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -898,7 +898,6 @@ "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 10.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -913,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1040,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1073,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1086,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1127,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1164,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1239,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1450,7 +1449,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1472,7 +1471,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1490,15 +1489,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/290660.json b/landing/lenses/290660.json index 69d9a6ef3320467ddd0ab804a42b7266ba39364c..1ca540b72a52e5e26d8322cd9cdebde79eef4e98 100644 --- a/landing/lenses/290660.json +++ b/landing/lenses/290660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,7 +822,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 22.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 21.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -997,7 +997,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1163,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290670.json b/landing/lenses/290670.json index b8cf7818c410d9748cc09c019153336aec2e4460..430b3de7273169d3d0f0830c6428dc654ceec017 100644 --- a/landing/lenses/290670.json +++ b/landing/lenses/290670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -895,7 +895,7 @@ "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 109.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 115.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1037,19 +1037,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1116,17 +1116,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1195,7 +1195,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1204,7 +1204,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1439,12 +1439,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a17ca5713c68", + "target": "290670", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.564 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/290690.json b/landing/lenses/290690.json index 33fc3a92a9cef3c009acd0162f4379525fa68d75..941bbdeb5623fa3354c98a847c6c92b781ba9e5d 100644 --- a/landing/lenses/290690.json +++ b/landing/lenses/290690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,10 +1188,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1206,10 +1206,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290720.json b/landing/lenses/290720.json index 6ca6220718bfc1a019270a964f661dcd5b953475..8b16e5a58e3fe5f6f676e29ffe16360eeeb0e085 100644 --- a/landing/lenses/290720.json +++ b/landing/lenses/290720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -602,18 +602,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 52.81, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B", + "summary": "dCR 위험점수 56.06, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -797,15 +797,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 52.81, + "grade": "dCR-B", + "score": 56.06, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 53.66, + "grade": "dCR-B", + "score": 56.86, "assumptions": { "scenarioStress": "moderate" } @@ -888,7 +888,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 4.0, + "pdEstimate": 7.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 76점으로 등급 하방 압력", @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1067,7 +1067,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290740.json b/landing/lenses/290740.json index 8a61570322ec4b8e198188d35b7a75047832e7f2..28b6e1339ea4cf9c0fd62b758dc28d8a69c8292e 100644 --- a/landing/lenses/290740.json +++ b/landing/lenses/290740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1032,19 +1032,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1065,8 +1065,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,17 +1111,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1184,13 +1184,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1199,7 +1199,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/291230.json b/landing/lenses/291230.json index d7d008798b36ad5d8b1e7254444d4f69574d2db0..6b20035316efa22112311e2dfcc86a7870f65157 100644 --- a/landing/lenses/291230.json +++ b/landing/lenses/291230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,7 +822,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 25.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 29.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -964,15 +964,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -997,8 +997,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1043,17 +1043,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1122,7 +1122,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1131,7 +1131,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1163,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1366,88 +1366,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c7625d876f5f", - "target": "291230", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.463 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/291650.json b/landing/lenses/291650.json index 1ba54877d3a45ca13f980fd2d9329bf870d7a381..ecb1f8c29fcec9cf3745400694c50f5ecaaa8886 100644 --- a/landing/lenses/291650.json +++ b/landing/lenses/291650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -869,8 +869,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -882,8 +882,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -900,10 +900,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -913,7 +913,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -922,7 +922,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1009,10 +1009,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1032,7 +1032,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/291810.json b/landing/lenses/291810.json index 17e641e531b9a9321dd10409d00699459dd0fabc..78775323e697d93e79c591fc7825403ffd90f8c4 100644 --- a/landing/lenses/291810.json +++ b/landing/lenses/291810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -575,7 +575,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 75.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 77.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-30", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -749,7 +749,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-30", "period": null, "status": "derived", @@ -769,7 +769,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-30", "period": null, "status": "observed", @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293480.json b/landing/lenses/293480.json index 4a1a6d5caf08db187b551157469a35a69c91e896..2a80b78f6441400aabdcecb564dd5fd2278f91a3 100644 --- a/landing/lenses/293480.json +++ b/landing/lenses/293480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -702,12 +702,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 건강관리 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293490.json b/landing/lenses/293490.json index 98a513349b8776382d6434200a42670cc2de98ee..b007973bcbac8a2e841eaaa21380a3dd922fb31b 100644 --- a/landing/lenses/293490.json +++ b/landing/lenses/293490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,10 +1086,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293580.json b/landing/lenses/293580.json index 736152c5bd698b2fb058b94f85bab58f137b7628..87b66893bd06bcb4ddf3e7e7a3487c87a5d68210 100644 --- a/landing/lenses/293580.json +++ b/landing/lenses/293580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -658,14 +658,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -785,10 +785,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -818,8 +818,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -831,7 +831,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -851,8 +851,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -871,10 +871,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -884,7 +884,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1002,10 +1002,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1020,10 +1020,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1034,7 +1034,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1050,7 +1050,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1066,7 +1066,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293780.json b/landing/lenses/293780.json index 6ea374d266a2803c4794a62fde18bbfd33df1772..ac7199f917555af282b6caeafdf45eb32a0e76c4 100644 --- a/landing/lenses/293780.json +++ b/landing/lenses/293780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -661,14 +661,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -788,19 +788,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -821,8 +821,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -834,7 +834,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -854,8 +854,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -867,17 +867,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -887,7 +887,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -912,7 +912,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -940,13 +940,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -955,7 +955,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -987,10 +987,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1010,7 +1010,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293940.json b/landing/lenses/293940.json index d14fb3bd4d76be9dca6782e72024c4793012649c..830cc49adcf7b49ec1247d3e601a333f37769e6a 100644 --- a/landing/lenses/293940.json +++ b/landing/lenses/293940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -245,14 +245,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -367,10 +367,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -386,8 +386,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -399,8 +399,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -417,10 +417,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -430,7 +430,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -439,7 +439,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -507,10 +507,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -553,10 +553,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -571,10 +571,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294090.json b/landing/lenses/294090.json index 0be079b53a15fb721a95fcf329f63a1f30dd4fd9..3d6323aa3f62d8160358b81c87b3dad93332ebdf 100644 --- a/landing/lenses/294090.json +++ b/landing/lenses/294090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -722,14 +722,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -888,7 +888,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -908,7 +908,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1018,10 +1018,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1041,7 +1041,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294140.json b/landing/lenses/294140.json index e4c914903ad4566a17059e63d521c1a3ff4cfc4d..3e0e0afe65ccf3d27c88cc05a4a2b349114d751e 100644 --- a/landing/lenses/294140.json +++ b/landing/lenses/294140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,7 +806,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -967,8 +967,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -998,10 +998,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1088,10 +1088,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1107,10 +1107,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,10 +1125,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1143,10 +1143,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294570.json b/landing/lenses/294570.json index d4b3700c0659b0873a4eee67fb4826d93c958356..ec2106a83a569b22a6086afcfdfd629a02fb7b23 100644 --- a/landing/lenses/294570.json +++ b/landing/lenses/294570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -719,14 +719,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -846,10 +846,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -885,7 +885,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -905,8 +905,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -926,8 +926,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -954,7 +954,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1035,10 +1035,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1058,7 +1058,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294630.json b/landing/lenses/294630.json index 0cf911d586db3c0a4116e9760695f75c1eaea491..0b393f92b218f0c8e4182332f700a1de75bc9728 100644 --- a/landing/lenses/294630.json +++ b/landing/lenses/294630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -661,14 +661,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -788,10 +788,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -820,8 +820,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -840,8 +840,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -860,7 +860,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -928,10 +928,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -947,10 +947,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -970,7 +970,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294870.json b/landing/lenses/294870.json index 450979e22a79396cb8d86710d0aa98492ea8bbd8..69bf7405b49b31d968271fb7482bb10c6e5f274b 100644 --- a/landing/lenses/294870.json +++ b/landing/lenses/294870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,14 +909,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1036,10 +1036,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1216,10 +1216,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1235,10 +1235,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/295310.json b/landing/lenses/295310.json index 2869562215e1cf552f3ece95b8ac85089652ffa8..60ff537d38174d93b7a4084d0eabe613e7c7a900 100644 --- a/landing/lenses/295310.json +++ b/landing/lenses/295310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -405,14 +405,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -532,10 +532,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -551,8 +551,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -564,8 +564,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -582,10 +582,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -595,7 +595,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -604,7 +604,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -672,10 +672,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -691,10 +691,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -718,10 +718,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -732,7 +732,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -756,7 +756,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/296640.json b/landing/lenses/296640.json index c6a0f385392dfdf232dda96164a8578ed3a48fdf..250e8644dd500f2b4695835ef9465b1c72e85540 100644 --- a/landing/lenses/296640.json +++ b/landing/lenses/296640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,10 +1055,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/297090.json b/landing/lenses/297090.json index a486a5a07fef57c19feca4a859d089e05b76bd31..181c71409dd000a93c8c4af275debc272f258fc2 100644 --- a/landing/lenses/297090.json +++ b/landing/lenses/297090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -586,13 +586,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,7 +692,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -711,7 +711,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -884,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1011,19 +1011,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1044,8 +1044,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,17 +1090,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1110,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1163,13 +1163,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1178,7 +1178,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/297570.json b/landing/lenses/297570.json index e3427bba773485b7d7c2851a2af433bb96b834e4..5a39dcccaabd592788bec4ce9eae90872338c6d1 100644 --- a/landing/lenses/297570.json +++ b/landing/lenses/297570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1033,7 +1033,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/297890.json b/landing/lenses/297890.json index dab74d84678f0d3c74d9054c31706428524d19c7..ac89efc34a7431339c7720fbd2a0cd0895940345 100644 --- a/landing/lenses/297890.json +++ b/landing/lenses/297890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1037,7 +1037,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298000.json b/landing/lenses/298000.json index b3a96faf4463688b9054e07d3ae1022696aa0999..10ad0dc437cbbd7f9a62b72e657615136d368c51 100644 --- a/landing/lenses/298000.json +++ b/landing/lenses/298000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1032,19 +1032,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1058,8 +1058,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1103,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1180,7 +1180,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1189,7 +1189,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1257,10 +1257,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298020.json b/landing/lenses/298020.json index 28be102ff8f07868b9c7bb16f8e3feafadb34d88..a50bbc630eb46034668f68e6df44730fb5eaaff2 100644 --- a/landing/lenses/298020.json +++ b/landing/lenses/298020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,10 +1254,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1272,10 +1272,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298040.json b/landing/lenses/298040.json index 9379dc051296dcec3921aa211af973eb305a3a14..712351edf53ef40da4b4ce8afc21da7cbf6d135d 100644 --- a/landing/lenses/298040.json +++ b/landing/lenses/298040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -895,7 +895,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 4.30%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -911,14 +911,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1038,19 +1038,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1117,17 +1117,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1196,7 +1196,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1205,7 +1205,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,10 +1255,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1273,10 +1273,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1581,88 +1581,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8720e4d8b675", - "target": "298040", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/298050.json b/landing/lenses/298050.json index 8a8553b759b88b1c6bd4a7078174ad62da461807..cff44aab11d9c311935021224b93a7c1c282fbf4 100644 --- a/landing/lenses/298050.json +++ b/landing/lenses/298050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,7 +896,7 @@ "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 9.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -911,14 +911,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,10 +1255,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1273,10 +1273,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298060.json b/landing/lenses/298060.json index d395ae672d39e866394df07301c7f04acd9d4568..63d9c5174623fdb16f8c807a6688dcc29195e65d 100644 --- a/landing/lenses/298060.json +++ b/landing/lenses/298060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 49.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -955,7 +955,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1008,7 +1008,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1095,10 +1095,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,7 +1118,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298380.json b/landing/lenses/298380.json index 30db1d52bd2c54df7c16d1a03e185612b4fdaa81..8a59f3f8ec4c5c98d1808ad1e0d6570284a4bdef 100644 --- a/landing/lenses/298380.json +++ b/landing/lenses/298380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298540.json b/landing/lenses/298540.json index 4003d3a851100bb942d0cbd9ad972ea1aa7461f7..8f2eec025bbae1d42440aa13d3d642142b9fc9b3 100644 --- a/landing/lenses/298540.json +++ b/landing/lenses/298540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -582,18 +582,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 14.36, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 15.48, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,14 +778,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 14.36, + "score": 15.48, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 14.95, + "score": 16.18, "assumptions": { "scenarioStress": "moderate" } @@ -865,7 +865,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 4.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.38%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -881,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1008,15 +1008,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1041,8 +1041,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,17 +1087,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1166,7 +1166,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1175,7 +1175,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1410,88 +1410,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c3a149dd5986", - "target": "298540", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/298690.json b/landing/lenses/298690.json index 84232df9f9ed4d1f629be28b68a30fe5a059b53b..3bdb4835e8b87cb1e29c6a761a8d9e6fe6c2931b 100644 --- a/landing/lenses/298690.json +++ b/landing/lenses/298690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 60점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 26.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 25.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -988,8 +988,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1019,10 +1019,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1032,7 +1032,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1041,7 +1041,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1109,10 +1109,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1128,10 +1128,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298830.json b/landing/lenses/298830.json index 45846610ab25be6ae364fa8974160fbeb55a51a5..3d26fe18b25c1427e8ee955f3ec939815d61a12f 100644 --- a/landing/lenses/298830.json +++ b/landing/lenses/298830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,14 +826,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -986,8 +986,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,10 +1039,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1052,7 +1052,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1077,7 +1077,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299030.json b/landing/lenses/299030.json index 8d9cfd1e29a51420820cf96ceef7ddce83a2329c..8d46762e6228ca6c509bea267c9a59edd44a5c43 100644 --- a/landing/lenses/299030.json +++ b/landing/lenses/299030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -515,18 +515,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 46.41, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 44.69, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -557,11 +557,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 73.04, + "value": 50.23, "unit": "riskScore", "direction": "negative", - "weight": 25, - "contribution": 18.26, + "weight": 30, + "contribution": 15.07, "sourceRef": "axes.채무상환능력" }, { @@ -578,12 +578,12 @@ "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", + "label": "자본구조는 레버리지 부담이 있다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", - "direction": "neutral", + "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,12 +616,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 소재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,14 +659,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/299030/axes/채무상환능력", "status": "derived", - "detail": "위험점수 73.04, 가중치 25%" + "detail": "위험점수 50.23, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/299030/axes/자본구조", "status": "derived", - "detail": "위험점수 24.76, 가중치 20%" + "detail": "위험점수 31.08, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -711,14 +711,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 46.41, + "score": 44.69, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 47.31, + "score": 45.62, "assumptions": { "scenarioStress": "moderate" } @@ -746,39 +746,39 @@ "gradeHistory": [ { "period": "2026", - "score": 41.82, - "grade": "BB", - "pdEstimate": 1.5 + "score": 49.05, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2025", - "score": 56.72, + "score": 57.65, "grade": "B", "pdEstimate": 7.0 }, { "period": "2024", - "score": 53.46, + "score": 52.22, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2023", - "score": 59.91, - "grade": "B", - "pdEstimate": 7.0 + "score": 50.66, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2022", - "score": 44.43, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 37.35, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2021", - "score": 60.88, - "grade": "B", - "pdEstimate": 7.0 + "score": 52.55, + "grade": "B+", + "pdEstimate": 4.0 } ], "coverage": { @@ -792,8 +792,8 @@ "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 73점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.4점 하향 (PD 14.39%). 최근 주가 하락이 반영된 결과", + "채무상환능력 축이 50점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 18.16%). 최근 주가 하락이 반영된 결과", "D/EBITDA 1607.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -962,8 +962,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -975,8 +975,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -994,10 +994,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1007,7 +1007,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299170.json b/landing/lenses/299170.json index 693200a93659352a494bd5435cc93cd6190fea20..c541fc5db928798a5e905940dae88faba8100a4e 100644 --- a/landing/lenses/299170.json +++ b/landing/lenses/299170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 5.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 6.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1001,19 +1001,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1034,8 +1034,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,17 +1080,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1159,7 +1159,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1168,7 +1168,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1407,8 +1407,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/299660.json b/landing/lenses/299660.json index 79a00f41c99d0685eaa695a0cd35ba86d447b658..9a2fa0b6b07df5cf89b9d77ce74a83c2365ef5da 100644 --- a/landing/lenses/299660.json +++ b/landing/lenses/299660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -115,7 +115,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -145,7 +145,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -166,7 +166,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2021", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -666,14 +666,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -793,10 +793,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -812,8 +812,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -825,8 +825,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -843,10 +843,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -856,7 +856,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -865,7 +865,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -933,10 +933,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -952,10 +952,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299900.json b/landing/lenses/299900.json index 4a541dd65ed54d9000ecee7a299da70dfc02908d..859c1cce21e5c4a1f856a14c3ee80cf19b4fdd3b 100644 --- a/landing/lenses/299900.json +++ b/landing/lenses/299900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-07-09", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-07-09", "period": "2025", "status": "derived", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-07-09", "period": "2025", "status": "observed", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/300080.json b/landing/lenses/300080.json index 939c5cf7631e323c6c849ff76fe50edbce77b5af..03b5de49c816b671ceadbaeb6b3337c52265aa56 100644 --- a/landing/lenses/300080.json +++ b/landing/lenses/300080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -981,7 +981,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1358,7 +1358,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1380,7 +1380,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1398,15 +1398,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/300120.json b/landing/lenses/300120.json index 50505b4d9535bd1c0bb8dbc24e3ac6718a247509..06194aad21be8452139cd57288927d120db4df4b 100644 --- a/landing/lenses/300120.json +++ b/landing/lenses/300120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 17.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 18.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/300720.json b/landing/lenses/300720.json index f838097b9ff27c05bb142a041dd44cc29330ab90..69f295452fa3c64372c9a1435be90c9bb61d7568 100644 --- a/landing/lenses/300720.json +++ b/landing/lenses/300720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1063,8 +1063,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1116,10 +1116,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/301300.json b/landing/lenses/301300.json index bc73a2881fca645a6e6c961d7723b7f2969f691b..0a57c7ee62af547d637b7cb2224f846a8d4005f8 100644 --- a/landing/lenses/301300.json +++ b/landing/lenses/301300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/302430.json b/landing/lenses/302430.json index 6bd8aa468bd12e859c480e6e7d850c650d964ea6..35291b69a79d29e142020085ea4698754f018751 100644 --- a/landing/lenses/302430.json +++ b/landing/lenses/302430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 20.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 22.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -796,15 +796,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 20.19, + "grade": "dCR-BBB", + "score": 22.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 20.41, + "grade": "dCR-BBB", + "score": 22.41, "assumptions": { "scenarioStress": "moderate" } @@ -887,11 +887,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/302440.json b/landing/lenses/302440.json index d134a737a115adfeed3da0d9cded157f17a7e292..fe5bf9575da2dbeaef0b48a828aa67e217a30e8c 100644 --- a/landing/lenses/302440.json +++ b/landing/lenses/302440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -582,18 +582,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 25.26, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 27.51, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,15 +777,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 25.26, + "grade": "dCR-BBB", + "score": 27.51, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 25.39, + "grade": "dCR-BBB", + "score": 27.64, "assumptions": { "scenarioStress": "moderate" } @@ -856,7 +856,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -866,6 +866,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -880,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1007,10 +1008,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1040,8 +1041,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1053,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,10 +1094,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1107,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1131,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1206,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/302550.json b/landing/lenses/302550.json index 36fb4f109646e05311b30fab1b82780b900a2d15..6dd0ddeb2f787963d08f63ef997cefb76463b8a1 100644 --- a/landing/lenses/302550.json +++ b/landing/lenses/302550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303030.json b/landing/lenses/303030.json index a7870922c3465ae4a5d2aed55a5555e03cc64006..d08e362e21209dc39067858c3ef7c208fdccffd9 100644 --- a/landing/lenses/303030.json +++ b/landing/lenses/303030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 91.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 94.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303360.json b/landing/lenses/303360.json index 85a6521826b86c799c9cd7174ef1c1bb6404806d..d4c65eb5dbd61d223e1fd9f92a12b48863eb8fbb 100644 --- a/landing/lenses/303360.json +++ b/landing/lenses/303360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,7 +968,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1108,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303530.json b/landing/lenses/303530.json index 4a9eb3b928a93b4e4af1568366753f9239f48666..c86b18782e4a42c653bbbb16712083dbe84b0ab9 100644 --- a/landing/lenses/303530.json +++ b/landing/lenses/303530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303810.json b/landing/lenses/303810.json index fe3e567c3c0cc50062083f8db0eca4adc05d5780..c9dd3e027bd724024c6fcbb8fd480633c411efee 100644 --- a/landing/lenses/303810.json +++ b/landing/lenses/303810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304100.json b/landing/lenses/304100.json index 3ea938474527eed73051eac5179b203299b68747..db993b422889015653faf52089f8c685aeb33a23 100644 --- a/landing/lenses/304100.json +++ b/landing/lenses/304100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -436,13 +436,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -504,7 +504,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -523,7 +523,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -542,7 +542,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -561,7 +561,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,14 +728,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -855,10 +855,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -901,7 +901,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -921,8 +921,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -943,8 +943,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -979,7 +979,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1054,10 +1054,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1077,7 +1077,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304360.json b/landing/lenses/304360.json index b11beb5a2e412259fc006e3076ea6162e64f0f49..3c095d7ee988be12cd350a2828a5bcf9540ed59e 100644 --- a/landing/lenses/304360.json +++ b/landing/lenses/304360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,14 +705,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -832,10 +832,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -878,7 +878,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -898,8 +898,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -920,8 +920,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -956,7 +956,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1031,10 +1031,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1054,7 +1054,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304840.json b/landing/lenses/304840.json index 12f0fa3ac41b31b424df613571ac5859b86a1625..8b5a7ab49a8f50959ec8191b77460b0cf4dbe879 100644 --- a/landing/lenses/304840.json +++ b/landing/lenses/304840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2021", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-07-31", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -890,7 +890,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -910,7 +910,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-07-31", "period": "2025", "status": "derived", @@ -931,7 +931,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-07-31", "period": "2025", "status": "observed", @@ -1021,10 +1021,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1040,10 +1040,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1063,7 +1063,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/305090.json b/landing/lenses/305090.json index f4ad402855d5007bef3fe13691e34ed037354089..a1cb056e8a7d18c0746f1d2b3a8aed2da62286e1 100644 --- a/landing/lenses/305090.json +++ b/landing/lenses/305090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1552.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1559.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-03", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-03", "period": null, "status": "derived", @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-03", "period": null, "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/306040.json b/landing/lenses/306040.json index 089f1bf30dd21686c44f5a38b45a051516d5c3b9..8cef198ad0e03433c101b040f4a90b63b6327138 100644 --- a/landing/lenses/306040.json +++ b/landing/lenses/306040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,7 +877,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 20.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 18.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1429,7 +1429,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1451,7 +1451,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1469,15 +1469,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/306200.json b/landing/lenses/306200.json index 3f57e755d185b89b8ddd43b736300e72e70134f7..3ebf1deff316d1144d7e8ff1e3058973ec8de533 100644 --- a/landing/lenses/306200.json +++ b/landing/lenses/306200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1026,10 +1026,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1045,8 +1045,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1076,10 +1076,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1098,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1185,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,10 +1212,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1230,10 +1230,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/306620.json b/landing/lenses/306620.json index e8b878f6f01315397ed26024904e539696bb541d..eef4671d9af2a2810cf3bc5d317fce08314dd033 100644 --- a/landing/lenses/306620.json +++ b/landing/lenses/306620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -591,18 +591,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 47.95, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 51.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,15 +786,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 47.95, + "grade": "dCR-B+", + "score": 51.48, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 48.41, + "score": 51.91, "assumptions": { "scenarioStress": "moderate" } @@ -810,11 +810,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -876,11 +871,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 13.51%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -897,14 +893,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1024,15 +1020,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1057,8 +1053,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1070,7 +1066,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1099,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1119,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1148,7 +1144,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1182,7 +1178,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1191,7 +1187,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1204,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1223,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1430,8 +1426,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/307180.json b/landing/lenses/307180.json index a505337959fa5f6255dd169cad0663ff06ad5814..31199748bfa308fe570011754838072741a08436 100644 --- a/landing/lenses/307180.json +++ b/landing/lenses/307180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1268,10 +1268,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307280.json b/landing/lenses/307280.json index 7b00dcc99bc34b95b6805638d7ceec50e85cc051..fdf86d5a7f322b4b62f191bded7b2962551d699d 100644 --- a/landing/lenses/307280.json +++ b/landing/lenses/307280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -999,19 +999,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1032,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,17 +1078,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1151,13 +1151,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1166,7 +1166,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307750.json b/landing/lenses/307750.json index e65bdaa585d5acee7df00fd2acc5ce0b60ce0643..cf76316a5811dcb87ec931d932b8086a07c6e3af 100644 --- a/landing/lenses/307750.json +++ b/landing/lenses/307750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -582,18 +582,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.22, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 26.94, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -614,21 +614,21 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 10.07, + "value": 6.48, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 2.01, + "contribution": 1.3, "sourceRef": "axes.자본구조" }, { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 43.66, + "value": 39.49, "unit": "riskScore", "direction": "negative", "weight": 25, - "contribution": 10.91, + "contribution": 9.87, "sourceRef": "axes.채무상환능력" }, { @@ -645,12 +645,12 @@ "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", + "label": "자본구조는 매우 건전하다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", - "direction": "neutral", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,12 +683,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 유틸리티 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,21 +726,21 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/307750/axes/채무상환능력", "status": "derived", - "detail": "위험점수 43.66, 가중치 25%" + "detail": "위험점수 39.49, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/307750/axes/자본구조", "status": "derived", - "detail": "위험점수 10.07, 가중치 20%" + "detail": "위험점수 6.48, 가중치 20%" }, { "id": "credit.axis.유동성", "kind": "creditAxis", "sourceRef": "dartlab://credit/307750/axes/유동성", "status": "derived", - "detail": "위험점수 21.80, 가중치 15%" + "detail": "위험점수 18.01, 가중치 15%" }, { "id": "credit.axis.현금흐름", @@ -777,15 +777,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 30.22, + "grade": "dCR-BBB", + "score": 26.94, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 31.43, + "score": 27.75, "assumptions": { "scenarioStress": "moderate" } @@ -801,6 +801,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -813,37 +818,37 @@ "gradeHistory": [ { "period": "2026", - "score": 10.22, - "grade": "A+", - "pdEstimate": 0.04 + "score": 4.22, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2025", - "score": 41.91, - "grade": "BB", - "pdEstimate": 1.5 + "score": 34.87, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2024", - "score": 46.54, + "score": 42.34, "grade": "BB-", "pdEstimate": 2.5 }, { "period": "2023", - "score": 48.68, - "grade": "B+", - "pdEstimate": 4.0 + "score": 40.4, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2022", - "score": 52.83, - "grade": "B+", - "pdEstimate": 4.0 + "score": 46.49, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2021", - "score": 6.72, + "score": 5.58, "grade": "AA", "pdEstimate": 0.02 } @@ -856,10 +861,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 44점으로 등급 하방 압력", + "채무상환능력 축이 39점으로 등급 하방 압력", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -874,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1001,19 +1006,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1034,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1047,7 +1052,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,17 +1085,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1125,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1159,7 +1164,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1168,7 +1173,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1181,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1200,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1403,12 +1408,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:eba4a39e30ca", + "target": "307750", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.492 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/307870.json b/landing/lenses/307870.json index ab4f4925712d12027617f60f4a0576e0ed25d9cb..ef0e9dfc91fb10e5ef537f2651380b64a1b2c41b 100644 --- a/landing/lenses/307870.json +++ b/landing/lenses/307870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -507,18 +507,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 41.28, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 43.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,15 +702,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 41.28, + "grade": "dCR-BB-", + "score": 43.53, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 41.73, + "grade": "dCR-BB-", + "score": 43.98, "assumptions": { "scenarioStress": "moderate" } @@ -775,7 +775,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -921,19 +921,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,17 +1000,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1079,7 +1079,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1088,7 +1088,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1323,88 +1323,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9d82c48e62a2", - "target": "307870", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/307930.json b/landing/lenses/307930.json index e67e508a1a8a4785d64164f0b6000799dd2f2569..07e9f8b16c0bcf42accb9213c013531276369138 100644 --- a/landing/lenses/307930.json +++ b/landing/lenses/307930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -316,13 +316,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -441,14 +441,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -568,10 +568,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -587,8 +587,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -600,8 +600,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -618,10 +618,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -631,7 +631,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -640,7 +640,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -708,10 +708,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -727,10 +727,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307950.json b/landing/lenses/307950.json index 1e273a0e05ff3df164061c2e8b510310f859fa8f..24d5980c97324cdfaa6aaa7335bca8064140c63f 100644 --- a/landing/lenses/307950.json +++ b/landing/lenses/307950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1063,7 +1063,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1440,7 +1440,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1462,7 +1462,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1480,15 +1480,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/308080.json b/landing/lenses/308080.json index ab4ac86d5e5e5918b163388168dec446066150b0..3e1a55ea20b819db3cd1d88877bd13dbc3ed1e96 100644 --- a/landing/lenses/308080.json +++ b/landing/lenses/308080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -178,7 +178,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -430,13 +430,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -632,14 +632,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -759,10 +759,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -778,8 +778,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -791,8 +791,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -809,10 +809,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -822,7 +822,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -831,7 +831,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -899,10 +899,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -918,10 +918,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -941,7 +941,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/308100.json b/landing/lenses/308100.json index 43cbdd01b9e16dfa0bd4b7b01f54702648bf3aa0..bf2206812f0f71dabfc1924c78373303d084e221 100644 --- a/landing/lenses/308100.json +++ b/landing/lenses/308100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -447,13 +447,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -515,7 +515,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -534,7 +534,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -553,7 +553,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -572,7 +572,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 67.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -878,10 +878,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -911,8 +911,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -924,7 +924,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -944,8 +944,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -964,10 +964,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -977,7 +977,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1077,10 +1077,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/308170.json b/landing/lenses/308170.json index 3b80e23397e3010c6c7d2a5cc344dfb35540d01c..13b2390e1cee3744daff5da7c2b35ee0dbcf976a 100644 --- a/landing/lenses/308170.json +++ b/landing/lenses/308170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -882,7 +882,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 20.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 22.50%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -899,14 +899,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1026,10 +1026,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1072,7 +1072,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1577,7 +1577,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1599,7 +1599,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1617,8 +1617,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/308430.json b/landing/lenses/308430.json index 28ddcf60761cb6d6161dbd50359ac78f1d535bcc..3b8f6d4cc7d76876dfeef4208edc4df4a67c175f 100644 --- a/landing/lenses/308430.json +++ b/landing/lenses/308430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -389,14 +389,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -516,10 +516,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -535,8 +535,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -548,8 +548,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -566,10 +566,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -579,7 +579,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -588,7 +588,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -656,10 +656,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -675,10 +675,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/309710.json b/landing/lenses/309710.json index e99201b0e82d277084ac142e20c4ef84a0efea6c..ba7119d108b81f1f4b22c89bf4fa3ecd8ab9ec87 100644 --- a/landing/lenses/309710.json +++ b/landing/lenses/309710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-04-03", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -625,7 +625,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-04-03", "period": null, "status": "derived", @@ -645,7 +645,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-04-03", "period": null, "status": "observed", @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/309930.json b/landing/lenses/309930.json index 441e7c497b0d6bce5b808491b192867dc6afe338..3e30996cf40389549cae54956923cfc0c6a2dac2 100644 --- a/landing/lenses/309930.json +++ b/landing/lenses/309930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -891,7 +891,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 21.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 21.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1033,19 +1033,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1066,8 +1066,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,17 +1112,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1191,7 +1191,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1200,7 +1200,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1482,88 +1482,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d90de1cae9b9", - "target": "309930", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/309960.json b/landing/lenses/309960.json index 7fc11cc8eaee8a01ad75c1ebe06ed873272c2c23..459f51e5e166ac3e02308863ceefc128a38c30cc 100644 --- a/landing/lenses/309960.json +++ b/landing/lenses/309960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -475,13 +475,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -600,14 +600,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -727,10 +727,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -760,8 +760,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -773,7 +773,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -793,8 +793,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -813,10 +813,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -826,7 +826,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -851,7 +851,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -949,7 +949,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310200.json b/landing/lenses/310200.json index bcf15f408118cf35f1ae3ec6fde05305dcea13f9..3d04dc1875b8c4838bb65e4df47947ab4eeb9c89 100644 --- a/landing/lenses/310200.json +++ b/landing/lenses/310200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310210.json b/landing/lenses/310210.json index 69e2411eeaf074fb4cb0603b6b19769eaddc487a..5bc796d554fa4f77a0a70f15e056d24dc774bc0a 100644 --- a/landing/lenses/310210.json +++ b/landing/lenses/310210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -129,7 +129,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -150,7 +150,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -172,7 +172,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -425,13 +425,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -794,7 +794,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -814,8 +814,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -836,8 +836,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -872,7 +872,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -928,10 +928,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -947,10 +947,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -970,7 +970,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310870.json b/landing/lenses/310870.json index e0f521df17c9de93a8a18a9e54f7e752e5d4247d..10fbc8e990fbed25b406650a3527aeb4d6bca587 100644 --- a/landing/lenses/310870.json +++ b/landing/lenses/310870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1076,8 +1076,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311060.json b/landing/lenses/311060.json index d873d99422f1059af4f9b42d5fde0fe5b8a1cd84..8f729b41125c04610f225f82568b14984814a813 100644 --- a/landing/lenses/311060.json +++ b/landing/lenses/311060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -368,10 +368,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -387,8 +387,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -400,8 +400,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -418,10 +418,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -431,7 +431,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -440,7 +440,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -527,10 +527,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -550,7 +550,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311320.json b/landing/lenses/311320.json index 773ad43a549c2a40181c6f2e79b6046ca3db507e..ee1af2cd805f832deff7cb2c4ee7af8c023ee357 100644 --- a/landing/lenses/311320.json +++ b/landing/lenses/311320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -989,15 +989,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1022,8 +1022,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,17 +1068,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1147,7 +1147,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1156,7 +1156,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1391,88 +1391,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d59ef6035b04", - "target": "311320", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/311390.json b/landing/lenses/311390.json index 3ef3d8d1479fe5620cc0300b2515ba9050492937..9a317c0528173162aa3aa36a9ad3583fcfa9c9f7 100644 --- a/landing/lenses/311390.json +++ b/landing/lenses/311390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,7 +873,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1015,19 +1015,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1048,8 +1048,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,17 +1094,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1167,13 +1167,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1182,7 +1182,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311690.json b/landing/lenses/311690.json index ff970424264c00468a5308b7753352a3a44e9bd6..c79d6e71c50d35ba35d4e1d5ebb15bc064614378 100644 --- a/landing/lenses/311690.json +++ b/landing/lenses/311690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 83.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,10 +1036,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,10 +1176,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311960.json b/landing/lenses/311960.json index 078735e501eaf4ea63f16e4e43f519141cb3555e..2fe53a4cc6062f939ffc9b36650023394181deb5 100644 --- a/landing/lenses/311960.json +++ b/landing/lenses/311960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2022", "earliestPeriod": "2022", @@ -36,10 +36,10 @@ "representative": "2022" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2022", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -358,19 +358,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -384,8 +384,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -397,7 +397,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -417,8 +417,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -429,17 +429,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -449,7 +449,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -466,7 +466,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -506,7 +506,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -515,7 +515,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -528,10 +528,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -547,10 +547,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -570,7 +570,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/312610.json b/landing/lenses/312610.json index e701d7b2a42eb398a848a8a7cfe86a4b1cb91eec..dd465a343a3c736d2b2150dc009a8fe517aa2171 100644 --- a/landing/lenses/312610.json +++ b/landing/lenses/312610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 257.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 262.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-02", "period": null, "status": "derived", @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-02", "period": null, "status": "observed", @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,10 +1136,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/313760.json b/landing/lenses/313760.json index 30daa8b0c6b35820458870f089a77b8b81923789..19e3c321e86a7f9388961905507e60df86d1d579 100644 --- a/landing/lenses/313760.json +++ b/landing/lenses/313760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,7 +806,7 @@ "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 232.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 230.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,10 +1165,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1183,10 +1183,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1499,7 +1499,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1521,7 +1521,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1539,7 +1539,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", diff --git a/landing/lenses/314130.json b/landing/lenses/314130.json index 7134e008e7d8852f5f47ed9eeedf1aa9a381b519..1b9fc4161b74105247b10dafac291f615b27dec5 100644 --- a/landing/lenses/314130.json +++ b/landing/lenses/314130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 96.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 148.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -970,7 +970,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/314140.json b/landing/lenses/314140.json index 2a93dea320947a95299c5d48316e77dfe730d374..ec771b0045c816efa6b49d11dc398d00e9a80f16 100644 --- a/landing/lenses/314140.json +++ b/landing/lenses/314140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -238,13 +238,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -432,14 +432,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -559,10 +559,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -591,8 +591,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -609,10 +609,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -622,7 +622,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -631,7 +631,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -718,10 +718,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -741,7 +741,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/314930.json b/landing/lenses/314930.json index a7702210d4156eee969ef12586131687a496f609..a2bcc5938526693cd87a7d38175a6dda7953b8d5 100644 --- a/landing/lenses/314930.json +++ b/landing/lenses/314930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1025,7 +1025,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1078,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/315640.json b/landing/lenses/315640.json index 150567bec57d3738a8bb3b66e7a726d07d96752e..ad6a18d1a57e6f716a8c243c6badf34a6ad3254a 100644 --- a/landing/lenses/315640.json +++ b/landing/lenses/315640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -507,18 +507,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 39.88, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 40.20, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -608,12 +608,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/315640/axes/자본구조", "status": "derived", - "detail": "위험점수 9.13, 가중치 20%" + "detail": "위험점수 9.98, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -703,14 +703,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 39.88, + "score": 40.2, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 39.99, + "score": 40.36, "assumptions": { "scenarioStress": "moderate" } @@ -738,31 +738,31 @@ "gradeHistory": [ { "period": "2026", - "score": 2.71, - "grade": "AAA", - "pdEstimate": 0.0 + "score": 4.06, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2025", - "score": 37.62, + "score": 37.96, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2024", - "score": 38.62, + "score": 39.42, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2023", - "score": 36.43, + "score": 36.67, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2022", - "score": 37.0, + "score": 37.42, "grade": "BB", "pdEstimate": 1.5 } @@ -780,7 +780,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 55.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 59.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -941,8 +941,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -954,8 +954,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -972,10 +972,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -985,7 +985,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -994,7 +994,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1081,10 +1081,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/316140.json b/landing/lenses/316140.json index 2da2e1cbe6cdc94e55c4906355b34b5a3d9d7121..845aa694bd68cda5f0326af29043917adec82c17 100644 --- a/landing/lenses/316140.json +++ b/landing/lenses/316140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317120.json b/landing/lenses/317120.json index 80f0b9ab1b4d3d7156f409c91d8c8340711304d1..652032029c0a53c5164b9edea16d2797f2a6cbad 100644 --- a/landing/lenses/317120.json +++ b/landing/lenses/317120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -805,7 +805,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 70.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -820,14 +820,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -947,15 +947,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -980,8 +980,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1026,17 +1026,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1046,7 +1046,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1105,7 +1105,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1114,7 +1114,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1349,88 +1349,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3c4df740dc20", - "target": "317120", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.806 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/317240.json b/landing/lenses/317240.json index 1bc1472684a31ce6f9dcff3efda32067bc37a64f..6fea86d8eb7fdd75375d4caa4caa4e407e4cff68 100644 --- a/landing/lenses/317240.json +++ b/landing/lenses/317240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 45.71, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 43.72, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 45.71, + "score": 43.72, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 46.05, + "score": 44.12, "assumptions": { "scenarioStress": "moderate" } @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1040,8 +1040,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,10 +1093,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,10 +1224,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1242,10 +1242,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317330.json b/landing/lenses/317330.json index e0d5daad8f789e06d6246da411e84d6ff30be4a8..9977e4e8c637adf765d402f83de98ea947dd3f76 100644 --- a/landing/lenses/317330.json +++ b/landing/lenses/317330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 44.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 67.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1018,15 +1018,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1051,8 +1051,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1097,17 +1097,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1176,7 +1176,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1185,7 +1185,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1514,88 +1514,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:39787967f53e", - "target": "317330", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.814 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/317400.json b/landing/lenses/317400.json index 2f5fff1bb7d6fded922c1a11ac5e13f2db1c26d9..7dae9b6f39c257e2063c0028cef00b279c6958d1 100644 --- a/landing/lenses/317400.json +++ b/landing/lenses/317400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317450.json b/landing/lenses/317450.json index 03ab4dd78d0f1c7d8a5f199acc90ec8b5a8300e4..fa57daa6f1a6dd45fa11801b24126ca919e56785 100644 --- a/landing/lenses/317450.json +++ b/landing/lenses/317450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -629,8 +629,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317530.json b/landing/lenses/317530.json index 317023f9fb914211a3645d6254849671d2805379..2a060c93a7602fb7fb716b0bfe104a096abc7f8c 100644 --- a/landing/lenses/317530.json +++ b/landing/lenses/317530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,10 +1036,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317690.json b/landing/lenses/317690.json index 3ea4867d7a09a2a56423bb528c5192a770119ce5..ed6b268bf7fb7d754bfe6b115c3736a6fac018dc 100644 --- a/landing/lenses/317690.json +++ b/landing/lenses/317690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -938,8 +938,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1049,10 +1049,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317770.json b/landing/lenses/317770.json index d18e09b7b2970a5b0641552801bca777d1db1243..569c04a1403edcfba2b38b01bc7c4bedd55f1c29 100644 --- a/landing/lenses/317770.json +++ b/landing/lenses/317770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1017,19 +1017,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1050,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,17 +1096,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1175,7 +1175,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1184,7 +1184,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1423,8 +1423,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/317830.json b/landing/lenses/317830.json index 257279b632ea98b2f798be2ebefff2a286044e6c..6f543b996c74d9f0584d7596c7202e0fcb5e9583 100644 --- a/landing/lenses/317830.json +++ b/landing/lenses/317830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.68%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1052,8 +1052,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317850.json b/landing/lenses/317850.json index f4ad79d21c5a269895aecf5e75a3bffff00fd674..1db98b3a0b4c30cb90bfbb208ef5de457abed79e 100644 --- a/landing/lenses/317850.json +++ b/landing/lenses/317850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,14 +900,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1027,19 +1027,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1060,8 +1060,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1073,7 +1073,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1106,17 +1106,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1151,7 +1151,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1185,7 +1185,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1194,7 +1194,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1570,12 +1570,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:747216a72359", + "target": "317850", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.551 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/317860.json b/landing/lenses/317860.json index 0dabf3ae1ae93079541723f1d3626b03f1900927..24908d95f236cab105d59829aafeaef26b1e8f3b 100644 --- a/landing/lenses/317860.json +++ b/landing/lenses/317860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -366,19 +366,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -392,8 +392,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -405,7 +405,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -425,8 +425,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -437,17 +437,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -457,7 +457,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -474,7 +474,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -508,13 +508,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -523,7 +523,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -536,10 +536,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -555,10 +555,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317870.json b/landing/lenses/317870.json index a17e52b34b614d2dd63c0674ce94a26d8764f4ef..a63f2ea0bb46428c43564bf7c5771289c4b3ac00 100644 --- a/landing/lenses/317870.json +++ b/landing/lenses/317870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 13.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -949,19 +949,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1028,17 +1028,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1107,7 +1107,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1116,7 +1116,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1351,88 +1351,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:bf80838072c2", - "target": "317870", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/318000.json b/landing/lenses/318000.json index 1bf5f05daae5c8f4bbac108d1e1ecea72a4f5252..0ba9e95a727373ae65aeba4298c78c64fdc14132 100644 --- a/landing/lenses/318000.json +++ b/landing/lenses/318000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1014,19 +1014,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1047,8 +1047,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,17 +1093,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1172,7 +1172,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1181,7 +1181,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,10 +1231,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1249,10 +1249,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318010.json b/landing/lenses/318010.json index 4fc897b5003feac107bb53bb6bcee13c7fd63cec..f4acb853c246be9eebbb604b9989f0bb751be119 100644 --- a/landing/lenses/318010.json +++ b/landing/lenses/318010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -805,14 +805,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -932,10 +932,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -978,7 +978,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -998,8 +998,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1056,7 +1056,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1112,10 +1112,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1131,10 +1131,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,10 +1158,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318020.json b/landing/lenses/318020.json index f0cf445863cbd1935d6a8150e3865ebd0a86f77e..afa4e8540f214dc4480d3584a362c85ac89df1e2 100644 --- a/landing/lenses/318020.json +++ b/landing/lenses/318020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1039,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318060.json b/landing/lenses/318060.json index 6513591e254b439f0ee0edff281110d325daaf72..8f68ffb3c6cc845875e248109486c7f3576c993c 100644 --- a/landing/lenses/318060.json +++ b/landing/lenses/318060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -769,10 +769,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -787,10 +787,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318160.json b/landing/lenses/318160.json index 9f73ac65ba73406344bd92edfbd4bed3821d74c6..2cc6696ae66a223f9c0a93bb4a6a45f5854cadfe 100644 --- a/landing/lenses/318160.json +++ b/landing/lenses/318160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -830,7 +830,7 @@ "divergenceExplanation": [ "현금흐름 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -845,14 +845,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,10 +1189,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1207,10 +1207,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318410.json b/landing/lenses/318410.json index 64610edf91493a7f3369c171083e6c018f1cea8b..502be0038fa200a5a0d7cc93e71514196b3af525 100644 --- a/landing/lenses/318410.json +++ b/landing/lenses/318410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -998,10 +998,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1031,7 +1031,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1097,7 +1097,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,10 +1215,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1233,10 +1233,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1549,7 +1549,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1571,7 +1571,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1589,15 +1589,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/319400.json b/landing/lenses/319400.json index 3d35eb2352cb838183d670ecce71941ee4f6a11f..be5691c7995fe24b10bcad57b757d31e92fed4d6 100644 --- a/landing/lenses/319400.json +++ b/landing/lenses/319400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -878,14 +878,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1005,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1038,7 +1038,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1185,10 +1185,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1204,10 +1204,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/319660.json b/landing/lenses/319660.json index a41f54e6e75039d1f83fef8fafafaf74251e78ed..a8b6713005525ba1150c530cd6474f8b4af4929d 100644 --- a/landing/lenses/319660.json +++ b/landing/lenses/319660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1047,8 +1047,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1100,10 +1100,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,10 +1240,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/320000.json b/landing/lenses/320000.json index e01ada334cfaebda145fbefd78e6eef942b2ef83..2ec10c44dfe84a108026aa4f2252c07fca4ec35e 100644 --- a/landing/lenses/320000.json +++ b/landing/lenses/320000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -876,7 +876,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 122.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 162.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1037,7 +1037,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321260.json b/landing/lenses/321260.json index 8a7fce19c89d91ee01a9a3e2fce7bf052d09ab84..fd6600790b7e5da031b41386539d48b6db267304 100644 --- a/landing/lenses/321260.json +++ b/landing/lenses/321260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,10 +1068,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,10 +1208,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321370.json b/landing/lenses/321370.json index dc880edaec2f3b908e8888a1c158ef695e0c7693..f7fbc727373686e5b909a169a9374b8cfc50b241 100644 --- a/landing/lenses/321370.json +++ b/landing/lenses/321370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -491,18 +491,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-B", - "summary": "dCR 위험점수 55.40, 전망 부정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 56.97, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -523,11 +523,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 28.95, + "value": 36.57, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 5.79, + "contribution": 7.31, "sourceRef": "axes.자본구조" }, { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,12 +592,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,14 +635,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/321370/axes/채무상환능력", "status": "derived", - "detail": "위험점수 62.30, 가중치 25%" + "detail": "위험점수 60.89, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/321370/axes/자본구조", "status": "derived", - "detail": "위험점수 28.95, 가중치 20%" + "detail": "위험점수 36.57, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -686,14 +686,14 @@ "id": "base", "label": "기준", "grade": "dCR-B", - "score": 55.4, + "score": 56.97, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 56.3, + "score": 57.87, "assumptions": { "scenarioStress": "moderate" } @@ -721,21 +721,21 @@ "gradeHistory": [ { "period": "2026", - "score": 56.42, - "grade": "B", - "pdEstimate": 7.0 + "score": 64.85, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2025", - "score": 60.0, - "grade": "B", - "pdEstimate": 7.0 + "score": 62.2, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2024", - "score": 40.95, - "grade": "BB", - "pdEstimate": 1.5 + "score": 42.23, + "grade": "BB-", + "pdEstimate": 2.5 } ], "coverage": { @@ -751,7 +751,7 @@ "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 42.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 48.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1045,13 +1045,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321550.json b/landing/lenses/321550.json index 49ef0f88d95efab6d767b0ab18faa9218ecfc331..5a98fa400472020425447a82af7d11e21ee2de38 100644 --- a/landing/lenses/321550.json +++ b/landing/lenses/321550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 57.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1108,7 +1108,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1352,12 +1352,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d0e455a9fc6e", + "target": "321550", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.683 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/321820.json b/landing/lenses/321820.json index 347e2dc2cb44d29b24a0c62fb06d9d4c3413ddfc..1a0d94cd19204db6f4065d811d9c0d7a2f42927b 100644 --- a/landing/lenses/321820.json +++ b/landing/lenses/321820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322000.json b/landing/lenses/322000.json index 711a92b9335635d8597c004b1d92df4abc0370e2..eca049813299185b4f03aaeb4827bf1ad0980a6f 100644 --- a/landing/lenses/322000.json +++ b/landing/lenses/322000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -588,18 +588,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 8.12, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 10.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -783,15 +783,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA-", - "score": 8.12, + "grade": "dCR-A+", + "score": 10.25, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 8.52, + "grade": "dCR-A+", + "score": 10.7, "assumptions": { "scenarioStress": "moderate" } @@ -868,7 +868,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.03, + "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", @@ -886,14 +886,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1008,15 +1008,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1041,8 +1041,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,17 +1087,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1160,13 +1160,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1175,7 +1175,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,10 +1234,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1252,10 +1252,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1626,8 +1626,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/322180.json b/landing/lenses/322180.json index 060d919d231e7398b7216d3e4ab22631928a66fd..c1fd08b368512e214602967a78371cc643912b0d 100644 --- a/landing/lenses/322180.json +++ b/landing/lenses/322180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -948,15 +948,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1027,17 +1027,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1106,7 +1106,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1115,7 +1115,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1354,8 +1354,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/322310.json b/landing/lenses/322310.json index 1e7268e0ff52f64bcbfa3ab7f6ec5761220c4ecd..90a7ddd3817bf739d50757460466680f995c709f 100644 --- a/landing/lenses/322310.json +++ b/landing/lenses/322310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,7 +865,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 59.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 73.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1007,15 +1007,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1040,8 +1040,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,17 +1086,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1165,7 +1165,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1174,7 +1174,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1409,88 +1409,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:beab76258960", - "target": "322310", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/322510.json b/landing/lenses/322510.json index 9bbb995474ab900d9b15a56b7fa29ea167c095ad..8cd59f66c15da75fe2f2b923feecab67dac8eb58 100644 --- a/landing/lenses/322510.json +++ b/landing/lenses/322510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.4점 하향 (PD 22.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.4점 하향 (PD 25.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -949,15 +949,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1028,17 +1028,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1107,7 +1107,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1116,7 +1116,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1351,88 +1351,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2fed75c86bcf", - "target": "322510", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.76 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/322780.json b/landing/lenses/322780.json index d776a9e3bae29275676a4b13adf2a88016d4b9f7..921b4e00f53d4e6d5b29278a00f9bee6cc6ed68c 100644 --- a/landing/lenses/322780.json +++ b/landing/lenses/322780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,7 +863,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 72.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 70.42%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323280.json b/landing/lenses/323280.json index a39906f0a1897fbcb393542fd9f305a04b1418c0..7f69e85a82e9f9739cd4fae8809ef3004880ff4d 100644 --- a/landing/lenses/323280.json +++ b/landing/lenses/323280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -869,7 +869,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -911,8 +911,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -947,7 +947,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1022,10 +1022,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1045,7 +1045,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323350.json b/landing/lenses/323350.json index f190ea906942a19d67b8c202fed456e91fc89916..29462af7a14c054b4e4427103a3104e09b7be1be 100644 --- a/landing/lenses/323350.json +++ b/landing/lenses/323350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -727,8 +727,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -747,8 +747,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -767,7 +767,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -854,10 +854,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -877,7 +877,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323410.json b/landing/lenses/323410.json index b2be7958e0e97d21cf96688b644d9f9b52e2cb24..1fab6b142dad05f266ee0c21c6c4c34e08e1d5fa 100644 --- a/landing/lenses/323410.json +++ b/landing/lenses/323410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -243,13 +243,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -349,14 +349,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -476,10 +476,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -495,8 +495,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -508,8 +508,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -526,10 +526,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -539,7 +539,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -548,7 +548,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -616,10 +616,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -635,10 +635,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -658,7 +658,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323990.json b/landing/lenses/323990.json index 75283bfd419a63e7ba622b0ff64e3fadbcbaea1f..1037db69ed6f26fb60f47fb11cba766c2e631f03 100644 --- a/landing/lenses/323990.json +++ b/landing/lenses/323990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -644,14 +644,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -771,10 +771,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -790,8 +790,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -803,8 +803,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -821,10 +821,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -834,7 +834,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -843,7 +843,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -930,10 +930,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -953,7 +953,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/326030.json b/landing/lenses/326030.json index 903b2a4bcc736cba1ef27c61e0aa6425cd1295e7..0e7df381ff677f56c49aae50917402cffb838aa0 100644 --- a/landing/lenses/326030.json +++ b/landing/lenses/326030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1025,7 +1025,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/327260.json b/landing/lenses/327260.json index f6d57e9b211bde27e7e915200f1ec0b2042490dd..06361f0e96548f599b80fbeccf5814a584095e2c 100644 --- a/landing/lenses/327260.json +++ b/landing/lenses/327260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1014,19 +1014,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1047,8 +1047,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,17 +1093,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1166,13 +1166,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1181,7 +1181,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/328130.json b/landing/lenses/328130.json index 5e88b3d272eb2e61d266094a15bad5457660f3db..2b07b10e4559ff55eb877b3d89cfc6fcd21b43f9 100644 --- a/landing/lenses/328130.json +++ b/landing/lenses/328130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -789,14 +789,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1004,8 +1004,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1096,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1115,10 +1115,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1348,7 +1348,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1366,8 +1366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/328380.json b/landing/lenses/328380.json index f118f3c1f355f06f416f8741f68e6774de77c4b1..3fe935e5b5fd176721fe4e87f6ab1273aeb0f4cf 100644 --- a/landing/lenses/328380.json +++ b/landing/lenses/328380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -912,19 +912,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -938,8 +938,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,17 +983,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1060,7 +1060,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/329180.json b/landing/lenses/329180.json index 6528905221b4d844ad2dfe149e84114b441c8e2e..ed1053f960fa42c7846861885976a30e94f45490 100644 --- a/landing/lenses/329180.json +++ b/landing/lenses/329180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "totalNotch": 4, "reasons": [ "중대형기업 (매출 18조)", - "시가총액 40조 (시장 지위)" + "시가총액 37조 (시장 지위)" ], "monotonicGate": "A+" }, @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,10 +1232,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330350.json b/landing/lenses/330350.json index 88439314cbb87fde38821af1f65c7da7912450f0..515e5e66485a2a5393ad7ca1a95c606264ef20ed 100644 --- a/landing/lenses/330350.json +++ b/landing/lenses/330350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,7 +860,7 @@ "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330590.json b/landing/lenses/330590.json index f6b5e551d108732ff4996ae372005e2c8d916f85..3679c7ca4d7d6e929cacc3e9a7ab161291ce06ab 100644 --- a/landing/lenses/330590.json +++ b/landing/lenses/330590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -363,10 +363,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -382,8 +382,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -395,8 +395,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -413,10 +413,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -426,7 +426,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -435,7 +435,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -503,10 +503,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -522,10 +522,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -549,10 +549,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -567,10 +567,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -581,7 +581,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -605,7 +605,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -621,7 +621,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330730.json b/landing/lenses/330730.json index 9750d243397da9db787a33187a5c4d0ba361245f..2906f63117658439ece6d207ad47d0ab3bb4f05c 100644 --- a/landing/lenses/330730.json +++ b/landing/lenses/330730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -252,7 +252,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -538,13 +538,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -675,14 +675,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -821,8 +821,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -834,8 +834,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -852,10 +852,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -865,7 +865,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -874,7 +874,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -942,10 +942,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -961,10 +961,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -984,7 +984,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330860.json b/landing/lenses/330860.json index cb4ded285d7a5369dcdcc0cfdc2a06801799c55f..e59960e0b493ce04b5f8b08bd92452b8dd161c94 100644 --- a/landing/lenses/330860.json +++ b/landing/lenses/330860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,10 +1188,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331380.json b/landing/lenses/331380.json index a0f04a2b36e4be9b937961f336962001833f574d..573ad57f4b6de972c9eb0a02c31d691456bd92a2 100644 --- a/landing/lenses/331380.json +++ b/landing/lenses/331380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -919,8 +919,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -932,8 +932,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -950,10 +950,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -963,7 +963,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -972,7 +972,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1059,10 +1059,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1082,7 +1082,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331520.json b/landing/lenses/331520.json index c7d3cb27d3de6a1ebc35e11d98fb714860d1c442..d5595f292e3d064803004734e294181a60749c7a 100644 --- a/landing/lenses/331520.json +++ b/landing/lenses/331520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -845,14 +845,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1005,7 +1005,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331740.json b/landing/lenses/331740.json index 819ebf3ddecd18c2c311572e8915366428423cbe..430933dba8071375f618eecfe3eacf9602df15b5 100644 --- a/landing/lenses/331740.json +++ b/landing/lenses/331740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331920.json b/landing/lenses/331920.json index b14554f52551364908d00ca4a1d89d74ed2e8739..d49c87bc1012bd0658d0a1d4a45b90cdaeb62001 100644 --- a/landing/lenses/331920.json +++ b/landing/lenses/331920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -938,8 +938,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1049,10 +1049,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/332290.json b/landing/lenses/332290.json index bee29130cb47ab34220b779219836c27af08f170..1e11b92c3c7b83a692742fa0d05297b47ef19ee5 100644 --- a/landing/lenses/332290.json +++ b/landing/lenses/332290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -569,13 +569,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -988,19 +988,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,17 +1067,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1140,13 +1140,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1155,7 +1155,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,10 +1205,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1223,10 +1223,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/332370.json b/landing/lenses/332370.json index 4242d788e362dc717dc6353e4ea41f52df040afd..096f3249c5121abb9dc5b9d81a9332b199d76331 100644 --- a/landing/lenses/332370.json +++ b/landing/lenses/332370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1032,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,10 +1085,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/332570.json b/landing/lenses/332570.json index 979ed94a238300d813aef0cf39f396347955e587..52eea77f2068c4ab30c164e7f2abc226da05b6b3 100644 --- a/landing/lenses/332570.json +++ b/landing/lenses/332570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 22.47, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 24.72, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 22.47, + "score": 24.72, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 23.17, + "score": 25.42, "assumptions": { "scenarioStress": "moderate" } @@ -859,6 +859,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 5.47%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -874,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1001,19 +1002,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1034,8 +1035,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1047,7 +1048,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,17 +1081,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1125,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1159,7 +1160,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1168,7 +1169,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1181,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1200,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1407,8 +1408,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/333050.json b/landing/lenses/333050.json index 17eae64c4bcaa76000b2443407fc2cb416505471..1f81d7e57acea33b69336ef684799cc0fbfa296e 100644 --- a/landing/lenses/333050.json +++ b/landing/lenses/333050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -733,8 +733,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -764,10 +764,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -777,7 +777,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -873,10 +873,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -896,7 +896,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/333430.json b/landing/lenses/333430.json index 514487def778d955926ae3cfead2eadc3135f5e2..a52962d03165f9af8c143ca7d6280175ed5aa667 100644 --- a/landing/lenses/333430.json +++ b/landing/lenses/333430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1209,10 +1209,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1487,7 +1487,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1509,7 +1509,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1527,15 +1527,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/333620.json b/landing/lenses/333620.json index 488a5b82cfa1cba55223ae2f1ff40a1edc6bff85..db4f8f627b8383c95aacc5e05df12651f62e838f 100644 --- a/landing/lenses/333620.json +++ b/landing/lenses/333620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1033,7 +1033,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/334970.json b/landing/lenses/334970.json index d2e10f9a0fc160788708d04c13faf6273dd45012..60e35b1d85f8c28eca2bccd3deedfe6de56a605d 100644 --- a/landing/lenses/334970.json +++ b/landing/lenses/334970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2022", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2022", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -513,13 +513,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2022", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2022", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -581,7 +581,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1008,7 +1008,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1095,10 +1095,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,7 +1118,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/335810.json b/landing/lenses/335810.json index fd57beca8447be0f570e1ae25d4425417c578fee..74f36f37a5bbda46f6d0e43775218e2454463ed6 100644 --- a/landing/lenses/335810.json +++ b/landing/lenses/335810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/335870.json b/landing/lenses/335870.json index 33611dceb6709a80c264715ab9133443cd90f40b..ac0849ac612d6b01583b1a720f6f3ea3de58098c 100644 --- a/landing/lenses/335870.json +++ b/landing/lenses/335870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -579,7 +579,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -594,14 +594,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -721,10 +721,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -753,8 +753,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -773,8 +773,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -861,10 +861,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -880,10 +880,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -912,7 +912,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/335890.json b/landing/lenses/335890.json index d40ca38989342ed12818ce58b01546fe70455733..85bb5f5ef46569adbb895f8216ee6c4475f24003 100644 --- a/landing/lenses/335890.json +++ b/landing/lenses/335890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -994,19 +994,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025-12-09", "period": "2022", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1020,8 +1020,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025-12-09", "period": "2022", "status": "derived", @@ -1065,16 +1065,16 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025-12-09", "period": "2022", "status": "observed", @@ -1085,7 +1085,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1142,7 +1142,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1151,7 +1151,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,10 +1210,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1228,10 +1228,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336060.json b/landing/lenses/336060.json index ea410eb0225ecd6d6a0accfe72ee73e2da96b912..fef47738a34789a0aa0e215265c50b6e779d4fc1 100644 --- a/landing/lenses/336060.json +++ b/landing/lenses/336060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1014,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,10 +1067,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336260.json b/landing/lenses/336260.json index eb41227eaff069025dd9fe154b133f2c9cf6012d..c52e6cfae0ff9dcfbd7df33c4578ea64f7718d62 100644 --- a/landing/lenses/336260.json +++ b/landing/lenses/336260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,7 +880,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 10.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 19.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -895,14 +895,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1017,19 +1017,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1050,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,17 +1096,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1175,7 +1175,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1184,7 +1184,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336370.json b/landing/lenses/336370.json index 61eff352e3063452b0ff6189f33aa6414e1b3d21..082cfcd59ea68578157b589873d065f80afe2d5c 100644 --- a/landing/lenses/336370.json +++ b/landing/lenses/336370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -590,18 +590,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 48.36, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 49.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,14 +786,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 48.36, + "score": 49.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 49.27, + "score": 50.43, "assumptions": { "scenarioStress": "moderate" } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1016,19 +1016,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,17 +1095,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1174,7 +1174,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1183,7 +1183,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1418,88 +1418,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:43e4e6f68a0a", - "target": "336370", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.788 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/336570.json b/landing/lenses/336570.json index 4f68303e661b76cb06a1c8b0dca085d57b7cd090..3370845c8928b8ceaab79bd013af001bfcef80ef 100644 --- a/landing/lenses/336570.json +++ b/landing/lenses/336570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1000,7 +1000,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1377,7 +1377,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1399,7 +1399,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1417,15 +1417,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/336680.json b/landing/lenses/336680.json index 6d4bef9a9b4e298909c7f704e2ca779ec3008f15..87a35e1d6fa4d17be8d3542ddc96d0bd3cc744fe 100644 --- a/landing/lenses/336680.json +++ b/landing/lenses/336680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/337930.json b/landing/lenses/337930.json index e3203219ca1c8e3ff8a593c8bdf54bdcb7f25e3b..2700f6a867f167e46ecdd328d03eea052b9ef7b1 100644 --- a/landing/lenses/337930.json +++ b/landing/lenses/337930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/338220.json b/landing/lenses/338220.json index 8bd52c40a783c9261c0fc05d631b462db9aada9d..bc2f3323def7c6420b191d369985cafb2bcc6a07 100644 --- a/landing/lenses/338220.json +++ b/landing/lenses/338220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 135.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 152.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -937,15 +937,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -970,8 +970,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1016,17 +1016,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1089,13 +1089,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1104,7 +1104,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1339,12 +1339,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:29e806cb2ab2", + "target": "338220", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/338840.json b/landing/lenses/338840.json index 69a26e224ec9a8fba9e201f9bc8ffd18bd9d2953..2a0f485fdb691710006f5db2c29073a4ab8c33eb 100644 --- a/landing/lenses/338840.json +++ b/landing/lenses/338840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,8 +750,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -857,10 +857,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,7 +880,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/339770.json b/landing/lenses/339770.json index 34a90c7cdcc340807b69735c0f404700be2d58e4..d503b884774dfd493406d22541dee7c4c384838f 100644 --- a/landing/lenses/339770.json +++ b/landing/lenses/339770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -999,19 +999,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1032,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,17 +1078,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1151,13 +1151,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1166,7 +1166,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1225,10 +1225,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/339950.json b/landing/lenses/339950.json index c4c63692d9b7558198db90899133d8693a6130b1..0c0ec09f8c9988c6bc1ad5c8db07d20a8117a9f0 100644 --- a/landing/lenses/339950.json +++ b/landing/lenses/339950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1409,7 +1409,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1431,7 +1431,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1449,8 +1449,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/340360.json b/landing/lenses/340360.json index 6084f37df1002c9967853d2343381e4f4d870d65..c83ff8e46b46108245ed583654b9f35ccb59aeb0 100644 --- a/landing/lenses/340360.json +++ b/landing/lenses/340360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -506,18 +506,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 53.99, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 51.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,14 +702,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 53.99, + "score": 51.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B", - "score": 55.44, + "grade": "dCR-B+", + "score": 52.35, "assumptions": { "scenarioStress": "moderate" } @@ -725,11 +725,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-B로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -783,7 +778,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 84점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 25.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -798,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -925,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -944,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -957,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -975,10 +970,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -988,7 +983,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -997,7 +992,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1065,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1084,10 +1079,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1107,7 +1102,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340440.json b/landing/lenses/340440.json index 242a12e12a3943667a66d45c42774c267372e804..2812c8ed8157ff854fbdede0b1f108675c6d6b9c 100644 --- a/landing/lenses/340440.json +++ b/landing/lenses/340440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -570,18 +570,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-AA-", - "summary": "dCR 위험점수 8.50, 전망 부정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 8.20, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -602,11 +602,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 6.55, + "value": 3.66, "unit": "riskScore", "direction": "positive", - "weight": 25, - "contribution": 1.64, + "weight": 30, + "contribution": 1.1, "sourceRef": "axes.채무상환능력" }, { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -671,12 +671,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 소재 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -714,14 +714,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/340440/axes/채무상환능력", "status": "derived", - "detail": "위험점수 6.55, 가중치 25%" + "detail": "위험점수 3.66, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/340440/axes/자본구조", "status": "derived", - "detail": "위험점수 8.22, 가중치 20%" + "detail": "위험점수 8.58, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -765,14 +765,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA-", - "score": 8.5, + "score": 8.2, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA-", - "score": 9.38, + "score": 9.22, "assumptions": { "scenarioStress": "moderate" } @@ -800,33 +800,33 @@ "gradeHistory": [ { "period": "2026", - "score": 3.66, + "score": 4.71, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2025", - "score": 2.97, - "grade": "AAA", - "pdEstimate": 0.0 + "score": 3.84, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2024", - "score": 2.13, + "score": 2.89, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 6.61, - "grade": "AA", - "pdEstimate": 0.02 + "score": 4.74, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2022", - "score": 12.14, - "grade": "A+", - "pdEstimate": 0.04 + "score": 8.32, + "grade": "AA-", + "pdEstimate": 0.03 } ], "coverage": { @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1053,7 +1053,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1121,10 +1121,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1140,10 +1140,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340450.json b/landing/lenses/340450.json index 59fd1eaa662621a68aab72f281ee5187d36b0dc2..f2d242d2416167718b96310aead5031fb7647eec 100644 --- a/landing/lenses/340450.json +++ b/landing/lenses/340450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340570.json b/landing/lenses/340570.json index d1701e9d798ccd09e6fe9e0fe5135fc88562e5e0..c64e46ca05df9ec184bf8a38e57ab1079f36cb2a 100644 --- a/landing/lenses/340570.json +++ b/landing/lenses/340570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1409,7 +1409,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1431,7 +1431,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1449,8 +1449,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/340810.json b/landing/lenses/340810.json index 674b3040c98f089469907f5c296a48bc016c5d51..1de282de42abc347a2242563b69dc1abe7cd3432 100644 --- a/landing/lenses/340810.json +++ b/landing/lenses/340810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -749,7 +749,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 71.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -891,10 +891,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -957,8 +957,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1071,10 +1071,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1090,10 +1090,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340930.json b/landing/lenses/340930.json index dff1ff0997353dc433bb5e8fa304ed5fb7ca8237..1df1478966a6651718b9d5128274049cc5f6040d 100644 --- a/landing/lenses/340930.json +++ b/landing/lenses/340930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 72.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 68.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1368,7 +1368,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1386,7 +1386,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", diff --git a/landing/lenses/341170.json b/landing/lenses/341170.json index 9fa5ba93200e7318b36d2102ce0af7501f93ad63..0413472e1f0622bfcbc7aaf7e6f61ce5a4ecdb7d 100644 --- a/landing/lenses/341170.json +++ b/landing/lenses/341170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2025", @@ -36,10 +36,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-13", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -390,8 +390,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-13", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -410,8 +410,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-13", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -430,7 +430,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-13", "detail": "괴리 판정의 price 입력" } ], @@ -498,10 +498,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -517,10 +517,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/342870.json b/landing/lenses/342870.json index 4165e4bd9b50fd73767179e7dac010efa5a76486..c71c54209c064642fa8c6370da5756deb32f9e93 100644 --- a/landing/lenses/342870.json +++ b/landing/lenses/342870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/343090.json b/landing/lenses/343090.json index 4e1cd828693012f4434e0db4810983acffaa216f..427861719288fc74af37e815a24157f33177172a 100644 --- a/landing/lenses/343090.json +++ b/landing/lenses/343090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2023", @@ -36,10 +36,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -229,14 +229,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -351,10 +351,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025-12-26", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -370,8 +370,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -383,7 +383,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025-12-26", "period": null, "status": "derived", @@ -401,9 +401,9 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025-12-26", "period": null, "status": "observed", @@ -414,7 +414,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -491,10 +491,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -537,10 +537,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -555,10 +555,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -569,7 +569,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -593,7 +593,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/344820.json b/landing/lenses/344820.json index 0d13142e687df23625cf2aa7f13b450dee24387c..57e892787609a0f6413103373d98e6b3d97b9788 100644 --- a/landing/lenses/344820.json +++ b/landing/lenses/344820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -884,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1011,10 +1011,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1044,7 +1044,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1110,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/344860.json b/landing/lenses/344860.json index d27936c3d955849e42bc64f6939833fade3b7338..5032210f33c1847310c2fb51cc084accd25f5c73 100644 --- a/landing/lenses/344860.json +++ b/landing/lenses/344860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -709,10 +709,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -728,8 +728,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -741,8 +741,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -759,10 +759,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -772,7 +772,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -781,7 +781,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -868,10 +868,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -895,10 +895,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -913,10 +913,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -967,7 +967,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347000.json b/landing/lenses/347000.json index 3539e9c065b06c275a9cbf0fdda3788fe63fe47f..428a370df96affc3e90b93bface52c119245475c 100644 --- a/landing/lenses/347000.json +++ b/landing/lenses/347000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,7 +856,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -998,10 +998,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347700.json b/landing/lenses/347700.json index 8865eaa9d96aa83ace5640237772908e47c6c1a6..bfd470dcd9842289f152c40ed5f190bd9f77cca4 100644 --- a/landing/lenses/347700.json +++ b/landing/lenses/347700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,14 +806,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -933,19 +933,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -966,8 +966,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -979,7 +979,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1012,17 +1012,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1032,7 +1032,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1085,13 +1085,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1100,7 +1100,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1132,10 +1132,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347740.json b/landing/lenses/347740.json index 6e891ad83c9fbca30c782be69239b9096b23b7c5..3b60581dbd385e57b1c5b6afe7ec4d09a3757dce 100644 --- a/landing/lenses/347740.json +++ b/landing/lenses/347740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1037,8 +1037,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,10 +1090,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347770.json b/landing/lenses/347770.json index aa817c592fdde9ef6e6553192aefba83979c097b..40a90f95b1a08e8f7d8dda90ee7b2e74f838c5ec 100644 --- a/landing/lenses/347770.json +++ b/landing/lenses/347770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -866,7 +866,7 @@ "divergenceExplanation": [ "채무상환능력 축이 57점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 17.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 19.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -881,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1008,15 +1008,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1041,8 +1041,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,17 +1087,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1166,7 +1166,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1175,7 +1175,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1410,88 +1410,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d370e77fea41", - "target": "347770", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.731 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/347850.json b/landing/lenses/347850.json index c8ad752370a2900f3d92b90e3a62589c6c0e1c3a..21531ce3065476e7082fdc39d6902fd39f0191fa 100644 --- a/landing/lenses/347850.json +++ b/landing/lenses/347850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -482,14 +482,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -642,7 +642,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -655,7 +655,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -675,8 +675,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -697,8 +697,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -708,7 +708,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -733,7 +733,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -789,10 +789,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -808,10 +808,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347860.json b/landing/lenses/347860.json index d66a24a185ba79a6a660051a5f8494e4c19914a3..8744f46f98b1a57676722fd8312adaaa6ae4de8a 100644 --- a/landing/lenses/347860.json +++ b/landing/lenses/347860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -939,8 +939,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347890.json b/landing/lenses/347890.json index 9939125b95769d764599c26690248290760877c5..0d4610efdb6f6ec58a263d8d9d21ecc19f512a4d 100644 --- a/landing/lenses/347890.json +++ b/landing/lenses/347890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348030.json b/landing/lenses/348030.json index 325f40ca930727d66329d7db9eb0b4e74d430874..aef4a90a840aa9dc25d098c28ad52997fcb84850 100644 --- a/landing/lenses/348030.json +++ b/landing/lenses/348030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1001,19 +1001,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1027,8 +1027,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1040,7 +1040,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,17 +1072,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1149,7 +1149,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1158,7 +1158,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348080.json b/landing/lenses/348080.json index 068427c2b6e41dfde2efcf11b6c8149cc3130bd8..6606ea16b616de19621114e1f6876370957cd0f1 100644 --- a/landing/lenses/348080.json +++ b/landing/lenses/348080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -946,8 +946,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -977,10 +977,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -990,7 +990,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -999,7 +999,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1086,10 +1086,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348150.json b/landing/lenses/348150.json index e5a7767520e9448f49e09e43ecd1c64f4ac8392f..4046d437cf3f9136ee499aad7516db0b744115f4 100644 --- a/landing/lenses/348150.json +++ b/landing/lenses/348150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -799,7 +799,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 17.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 16.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -814,14 +814,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -941,10 +941,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -960,8 +960,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -991,10 +991,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1013,7 +1013,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1100,10 +1100,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348210.json b/landing/lenses/348210.json index 2aa47dfbcd9742a0a514d96287bccc8dc0fc5bac..5612a2fd4ba43a7bf43a3af74733780699db117c 100644 --- a/landing/lenses/348210.json +++ b/landing/lenses/348210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 40.50, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 44.47, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -776,15 +776,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 40.5, + "grade": "dCR-BB-", + "score": 44.47, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 40.81, + "grade": "dCR-BB-", + "score": 44.76, "assumptions": { "scenarioStress": "moderate" } @@ -855,11 +855,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 11.19%). 최근 주가 하락이 반영된 결과", "D/EBITDA 43.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -875,14 +876,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1002,15 +1003,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1035,8 +1036,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1048,7 +1049,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1069,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1081,17 +1082,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1102,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1126,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1160,7 +1161,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1169,7 +1170,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1182,10 +1183,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1201,10 +1202,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1229,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1242,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1498,88 +1499,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4f5c3241d8d1", - "target": "348210", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/348340.json b/landing/lenses/348340.json index a5dd50badd1486081802e8f748a482fba7a1315a..0c2548d08fd41170a98cbd2dbe5db739a583b4e5 100644 --- a/landing/lenses/348340.json +++ b/landing/lenses/348340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 13.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 24.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,10 +993,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348350.json b/landing/lenses/348350.json index a02a0e0c8be3ddefb7cfbc618f80b34e6f5ed490..dfca583a79710319566099f57301c18427ec6fac 100644 --- a/landing/lenses/348350.json +++ b/landing/lenses/348350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1032,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,10 +1085,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348370.json b/landing/lenses/348370.json index d5c05a45b2c2ea0afbf2cb0dcaf368ad289e81ae..39cb5149c0d9e932bb39519f160a1877aad4a010 100644 --- a/landing/lenses/348370.json +++ b/landing/lenses/348370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ "divergenceExplanation": [ "유동성 축이 71점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 110.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 127.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -990,15 +990,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1023,8 +1023,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,17 +1069,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1148,7 +1148,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1157,7 +1157,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1216,10 +1216,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1486,88 +1486,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:26566b1fbc3b", - "target": "348370", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.769 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/348950.json b/landing/lenses/348950.json index b8a32a35800e4de0d409d7bba06de34867145afa..ddf36cf16a0d10ab4712871c799f0c7e80431a00 100644 --- a/landing/lenses/348950.json +++ b/landing/lenses/348950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-04-27", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -400,7 +400,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -420,7 +420,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-04-27", "period": "2025", "status": "derived", @@ -441,7 +441,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-04-27", "period": "2025", "status": "observed", @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/350520.json b/landing/lenses/350520.json index 33d5e03a95ebd234489c3b9b7c424f08a2b7fa51..206153148162ca79ac0f585bd40fcf0650c643f0 100644 --- a/landing/lenses/350520.json +++ b/landing/lenses/350520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -363,10 +363,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -389,8 +389,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -402,7 +402,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -422,8 +422,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -471,7 +471,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -533,10 +533,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -552,10 +552,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -579,10 +579,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -597,10 +597,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -611,7 +611,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -635,7 +635,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -651,7 +651,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351020.json b/landing/lenses/351020.json index 6b4b250a8eded40198fdf87bb3548f5b1b806a0a..4dc8e0274718e3b081e52ba5882c19c4a1f0c2c4 100644 --- a/landing/lenses/351020.json +++ b/landing/lenses/351020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -38,10 +38,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -377,8 +377,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -390,8 +390,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -408,10 +408,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -421,7 +421,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -430,7 +430,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -498,10 +498,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -517,10 +517,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351320.json b/landing/lenses/351320.json index bc3f04af12fbde5330fad2c332f5e43697a74f77..8abf633b35db58750b8b5a011e36f54743900688 100644 --- a/landing/lenses/351320.json +++ b/landing/lenses/351320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1352,7 +1352,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1370,8 +1370,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/351330.json b/landing/lenses/351330.json index b7b4212608be5840b7fc375fb7825312e53dc346..983e177b72dae982d024ea2d9fc420f9fd11dffa 100644 --- a/landing/lenses/351330.json +++ b/landing/lenses/351330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,7 +842,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -984,19 +984,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1017,8 +1017,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1063,17 +1063,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1142,7 +1142,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1151,7 +1151,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351870.json b/landing/lenses/351870.json index 4b58d699f45ec388ebf6c9e8d31e5a342a79b977..de521d3b3d0b96d88209f526a5c0e773a1ac2f9e 100644 --- a/landing/lenses/351870.json +++ b/landing/lenses/351870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -559,7 +559,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 21.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 25.52%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -575,14 +575,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -702,19 +702,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -735,8 +735,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -748,7 +748,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -781,17 +781,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -801,7 +801,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -826,7 +826,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -854,13 +854,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -869,7 +869,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -882,10 +882,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -901,10 +901,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352090.json b/landing/lenses/352090.json index 11284a8cc4f1fd3eca4f07b627c81b7693646e7f..4bcd342d6c683e6b0caaf24830a9cc7cde755b0b 100644 --- a/landing/lenses/352090.json +++ b/landing/lenses/352090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -551,18 +551,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 6.89, 전망 부정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 7.89, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,14 +746,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 6.89, + "score": 7.89, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 7.31, + "grade": "dCR-AA-", + "score": 8.31, "assumptions": { "scenarioStress": "moderate" } @@ -769,6 +769,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -824,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -951,19 +956,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -984,8 +989,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -997,7 +1002,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1030,17 +1035,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1075,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1109,7 +1114,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1118,7 +1123,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1131,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1150,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1360,12 +1365,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6e0ad19abcb9", + "target": "352090", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/352480.json b/landing/lenses/352480.json index c1b28c7e4fccae3f4aadfa64e084dadff2b13ed9..167ee89bd3a8d26935c759b306beb949e553f3c1 100644 --- a/landing/lenses/352480.json +++ b/landing/lenses/352480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352700.json b/landing/lenses/352700.json index bba71ca6d011ca16e909987aee86985d35e984ac..395006f567eae59892d0e803555d380b84a2c2dd 100644 --- a/landing/lenses/352700.json +++ b/landing/lenses/352700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1007,19 +1007,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1040,8 +1040,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,17 +1086,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1165,7 +1165,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1174,7 +1174,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352770.json b/landing/lenses/352770.json index 60bcd3adb0186549cc0696b8cc309bf1c4e14dd5..c9088fe702b4df6012a06577f8f419ad0d059b45 100644 --- a/landing/lenses/352770.json +++ b/landing/lenses/352770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -934,10 +934,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352820.json b/landing/lenses/352820.json index a6fd6a833564e38293451801f64ba4c7a8654d0f..b54bc3cbadba3c2b4f3e9fd7e7748be447a89e9d 100644 --- a/landing/lenses/352820.json +++ b/landing/lenses/352820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -582,18 +582,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.93, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 28.68, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,14 +778,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 30.93, + "score": 28.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 31.75, + "score": 29.5, "assumptions": { "scenarioStress": "moderate" } @@ -860,7 +860,6 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.14%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -876,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1003,15 +1002,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1036,8 +1035,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1049,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1069,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1082,17 +1081,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1127,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1161,7 +1160,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1170,7 +1169,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1183,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1202,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1225,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1405,12 +1404,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3330cbfd549e", + "target": "352820", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/352910.json b/landing/lenses/352910.json index ef056f66d1fd5689d42e910be9ffaa13d6f9eb1a..67bcfa5cd40d079504d8ac6d710e0becc561714e 100644 --- a/landing/lenses/352910.json +++ b/landing/lenses/352910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352940.json b/landing/lenses/352940.json index 31753eeb52b0b2c71fdcedf2c37749c65fa54374..65d64be48334929adba68748292fe60490a0dc34 100644 --- a/landing/lenses/352940.json +++ b/landing/lenses/352940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 17.35, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 19.00, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -776,15 +776,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 17.35, + "grade": "dCR-BBB+", + "score": 19.0, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 18.34, + "grade": "dCR-BBB+", + "score": 20.17, "assumptions": { "scenarioStress": "moderate" } @@ -855,11 +855,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.05%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,10 +1179,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1197,10 +1197,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353190.json b/landing/lenses/353190.json index b9ecfd44e6eb535b73fe610e2ddf96e49a4c9aee..3e6926d2b5ea8b933fe9f6bf48e274de4841845b 100644 --- a/landing/lenses/353190.json +++ b/landing/lenses/353190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -570,18 +570,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 35.50, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 37.75, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,15 +765,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 35.5, + "grade": "dCR-BB+", + "score": 37.75, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 36.16, + "grade": "dCR-BB+", + "score": 38.41, "assumptions": { "scenarioStress": "moderate" } @@ -838,7 +838,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -989,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1022,8 +1022,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1075,10 +1075,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,10 +1215,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353200.json b/landing/lenses/353200.json index c745bf4aa6c865844605f93051f16a6d240a3026..4b868f1433822d66a9043d4966a824f843240be2 100644 --- a/landing/lenses/353200.json +++ b/landing/lenses/353200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353590.json b/landing/lenses/353590.json index 232390188d24e9abd836633afcb29386764d73c2..c1cc671e8969c25a37c0260ce03ac33f39cb7dc2 100644 --- a/landing/lenses/353590.json +++ b/landing/lenses/353590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -799,14 +799,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -972,7 +972,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353810.json b/landing/lenses/353810.json index 1051e53924903e7cf6edd2857d893a8cd66006f7..9a3bcd3bf880942024f93d1ecf34ba266c41fce6 100644 --- a/landing/lenses/353810.json +++ b/landing/lenses/353810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -998,10 +998,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,10 +1215,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1233,10 +1233,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1549,7 +1549,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1571,7 +1571,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1589,8 +1589,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/354200.json b/landing/lenses/354200.json index 09a69909d9d6ea30095e5abe2e18117baa16e24f..330a6ff6596ef5d4c5cef360f84d3b117e5b8cb4 100644 --- a/landing/lenses/354200.json +++ b/landing/lenses/354200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "유동성 축이 71점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 257.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 247.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -970,7 +970,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/354320.json b/landing/lenses/354320.json index 79576e5dcf429dfbba5b10c93a2aef05b4f818c7..7844c60fc1db80aa3407182f90c8ebf2a141c2fc 100644 --- a/landing/lenses/354320.json +++ b/landing/lenses/354320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -937,8 +937,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,10 +990,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/355150.json b/landing/lenses/355150.json index 42686fdb2bc05f06516a162f8ab3d2fe4b99733d..473be350aa7d79847eef51472e0cd40ecaeef4a8 100644 --- a/landing/lenses/355150.json +++ b/landing/lenses/355150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -485,14 +485,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -631,8 +631,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -662,10 +662,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -675,7 +675,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -684,7 +684,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -752,10 +752,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -771,10 +771,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -798,10 +798,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -836,7 +836,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/355390.json b/landing/lenses/355390.json index 1a704401f13f5c3f200b9dfb51748f3c19d8103c..2551de5466d4de69ddb89eabe3baa52c9a53d2df 100644 --- a/landing/lenses/355390.json +++ b/landing/lenses/355390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 174.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 187.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -893,15 +893,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,88 +1302,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:205fb31fa68e", - "target": "355390", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.585 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/355690.json b/landing/lenses/355690.json index 6237e7bfff8341a859aae892344be34b5f1f376f..6d30a687ec130ebeb04b678ec138d04bcbe1e073 100644 --- a/landing/lenses/355690.json +++ b/landing/lenses/355690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -304,13 +304,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -372,7 +372,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -391,7 +391,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -410,7 +410,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -429,7 +429,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,14 +577,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -704,10 +704,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -750,7 +750,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -770,8 +770,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -792,8 +792,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -828,7 +828,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -884,10 +884,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -903,10 +903,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -926,7 +926,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/356680.json b/landing/lenses/356680.json index 08a21aedd9691e25ea80dd31c59d01296e0e7a17..0ce6a74e2e6caf9074537198a92aceb9ca577a2d 100644 --- a/landing/lenses/356680.json +++ b/landing/lenses/356680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -238,13 +238,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -306,7 +306,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -325,7 +325,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -344,7 +344,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -363,7 +363,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -516,14 +516,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -643,10 +643,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -662,8 +662,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -675,8 +675,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -693,10 +693,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -706,7 +706,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -715,7 +715,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/356860.json b/landing/lenses/356860.json index 2d93086665914a25fdce14720352c3cd084eef16..65ff27fab5c6b92b727e37a433e241a2766b66ac 100644 --- a/landing/lenses/356860.json +++ b/landing/lenses/356860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1140,10 +1140,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/356890.json b/landing/lenses/356890.json index 05c95a3890ea9ea998071b2695d5a9b36b1cc799..a2865da6d5b4ce5f78e9a21d640884366daa2c8b 100644 --- a/landing/lenses/356890.json +++ b/landing/lenses/356890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 13.31, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 13.35, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -682,12 +682,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 IT 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -732,7 +732,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/356890/axes/자본구조", "status": "derived", - "detail": "위험점수 1.23, 가중치 20%" + "detail": "위험점수 1.34, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -777,14 +777,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 13.31, + "score": 13.35, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 14.16, + "score": 14.21, "assumptions": { "scenarioStress": "moderate" } @@ -812,37 +812,37 @@ "gradeHistory": [ { "period": "2026", - "score": 0.48, + "score": 0.71, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 11.17, + "score": 11.26, "grade": "A+", "pdEstimate": 0.04 }, { "period": "2024", - "score": 0.2, + "score": 0.3, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 0.2, + "score": 0.3, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2022", - "score": 0.18, + "score": 0.27, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2021", - "score": 0.16, + "score": 0.25, "grade": "AAA", "pdEstimate": 0.0 } @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,10 +1086,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357230.json b/landing/lenses/357230.json index d94f3f1626435e7a80b33a074a7d5c87805207fc..b1b89a14557af44ff49c7a38b8d44cf091d980ba 100644 --- a/landing/lenses/357230.json +++ b/landing/lenses/357230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357430.json b/landing/lenses/357430.json index bbaa054c4c2ab56dd3cf2f88cfd047776e431e7e..b14b2ce33a1893e374affbee5d6234484e8c45d4 100644 --- a/landing/lenses/357430.json +++ b/landing/lenses/357430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -378,8 +378,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -391,8 +391,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -409,10 +409,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -422,7 +422,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -431,7 +431,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -499,10 +499,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -545,10 +545,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -563,10 +563,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -601,7 +601,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357550.json b/landing/lenses/357550.json index d6a27b354b42bac907ad6d7315452418625ea612..89d58696bb1b699895af0243839f211b3931dd2e 100644 --- a/landing/lenses/357550.json +++ b/landing/lenses/357550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,10 +1086,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1217,10 +1217,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1235,10 +1235,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357580.json b/landing/lenses/357580.json index 26953dd3a887aa930236857eafa4f8081422b00e..8b08c904fd26f453a36838385c13b6057abb546f 100644 --- a/landing/lenses/357580.json +++ b/landing/lenses/357580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -571,18 +571,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.73, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.74, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -767,14 +767,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 28.73, + "score": 31.74, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 30.34, + "grade": "dCR-BB+", + "score": 33.64, "assumptions": { "scenarioStress": "moderate" } @@ -790,6 +790,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -843,7 +848,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 8.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -858,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -985,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1004,8 +1009,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1017,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1035,10 +1040,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1053,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1057,7 +1062,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1144,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1162,10 +1167,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1180,10 +1185,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1194,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1226,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357780.json b/landing/lenses/357780.json index c186e590436dc1b32f826696aad077cf66adfb43..75a6788972e566bffb6f466a93038cf41f49a8e8 100644 --- a/landing/lenses/357780.json +++ b/landing/lenses/357780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 3.11, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 4.11, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 3.11, + "score": 4.11, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA+", - "score": 4.25, + "grade": "dCR-AA", + "score": 5.25, "assumptions": { "scenarioStress": "moderate" } @@ -800,6 +800,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -872,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -999,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1032,8 +1037,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1045,7 +1050,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,10 +1090,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1103,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1198,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357880.json b/landing/lenses/357880.json index c0d72a769548ae0df9e032acd629aeaeefd1eb4d..ebdd5331fd7a003d7b13841c0bfb045c18a43fe3 100644 --- a/landing/lenses/357880.json +++ b/landing/lenses/357880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -709,14 +709,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -836,10 +836,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -882,7 +882,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -902,8 +902,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -924,8 +924,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -960,7 +960,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1035,10 +1035,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1058,7 +1058,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1276,7 +1276,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1294,8 +1294,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/358570.json b/landing/lenses/358570.json index a26ba68b49bdadb644561e7121a3136a84b71dfd..ec44423a4ddf5e79b1277d48f0f344c13f92cd27 100644 --- a/landing/lenses/358570.json +++ b/landing/lenses/358570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -503,14 +503,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -630,10 +630,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -662,8 +662,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -682,8 +682,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -702,7 +702,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -770,10 +770,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -789,10 +789,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/359090.json b/landing/lenses/359090.json index b1ce4f2b4479c2e9c7062a0e6daa12f5cde78b63..f2189fbb7b68f5248ca7422bed58a9a8bafc6cc8 100644 --- a/landing/lenses/359090.json +++ b/landing/lenses/359090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 7.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 7.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1400,7 +1400,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1422,7 +1422,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1440,8 +1440,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/360070.json b/landing/lenses/360070.json index c5b9ad50013e899538ad87a551407953ae58c5c3..dd76ff18b62adc7d4107e1892de95ed80fe5a0d1 100644 --- a/landing/lenses/360070.json +++ b/landing/lenses/360070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,13 +310,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -575,7 +575,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 66.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 72.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/360350.json b/landing/lenses/360350.json index ac0c2f3d09271ba8489c0e38659ba24d75605a73..e414c7a4a64b7f3e7cadfbd7175bb93cbf2c1276 100644 --- a/landing/lenses/360350.json +++ b/landing/lenses/360350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -892,19 +892,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1050,7 +1050,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1059,7 +1059,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,12 +1301,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2cb8c544a04c", + "target": "360350", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/361390.json b/landing/lenses/361390.json index ed50e222913653fdc2273c836af314db62f13d10..48d4eac886e5096e4872109794e54042596f2408 100644 --- a/landing/lenses/361390.json +++ b/landing/lenses/361390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361570.json b/landing/lenses/361570.json index 7e0919790b5caf4843eb8ca90ecf2741c77423de..d3f22f831f26f3949406ce79d09c3cec5d10db52 100644 --- a/landing/lenses/361570.json +++ b/landing/lenses/361570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361610.json b/landing/lenses/361610.json index ed6d0d48f0925fe5213d17a40f1fbda9a994a714..dfad63e827d6bba13e1ca656bf65037c30737517 100644 --- a/landing/lenses/361610.json +++ b/landing/lenses/361610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 6884.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 7774.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -915,10 +915,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -961,7 +961,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1095,10 +1095,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1114,10 +1114,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,10 +1141,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1159,10 +1159,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361670.json b/landing/lenses/361670.json index febebbac053014e262270b6e4968d482b04a3a25..bf489335bff948d8f8f3849adb99be708a58f40b 100644 --- a/landing/lenses/361670.json +++ b/landing/lenses/361670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -710,14 +710,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -856,8 +856,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -869,8 +869,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -887,10 +887,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -900,7 +900,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -996,10 +996,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1019,7 +1019,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/362320.json b/landing/lenses/362320.json index e34cf784bb6269e02fa7e93dc4cbf5f7ac70543b..0fb63ab38ab88c6a9ca21989c25fb31e231bde08 100644 --- a/landing/lenses/362320.json +++ b/landing/lenses/362320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,7 +828,7 @@ "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 16.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 14.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1003,8 +1003,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,10 +1056,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/362990.json b/landing/lenses/362990.json index 29dd826491aff99ff05b03572ad82bded3695b76..7cb64dfd57ff409749002d04603bb49c55285cdd 100644 --- a/landing/lenses/362990.json +++ b/landing/lenses/362990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -492,18 +492,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 35.89, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 38.14, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,15 +686,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 35.89, + "grade": "dCR-BB", + "score": 38.14, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 36.21, + "grade": "dCR-BB", + "score": 38.46, "assumptions": { "scenarioStress": "moderate" } @@ -747,7 +747,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 83점으로 등급 하방 압력", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/363250.json b/landing/lenses/363250.json index 9cca8627f178325b25f4d74ea6b551a09651718b..a2c4cb1bf6a6504c0d2b3815a11b40ad0cd3aa58 100644 --- a/landing/lenses/363250.json +++ b/landing/lenses/363250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -921,19 +921,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,17 +1000,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1079,7 +1079,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1088,7 +1088,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/363260.json b/landing/lenses/363260.json index be33db66c6e0ea07edb2b345ba3e2535c9adf3db..0ec4740348de9ff1a4d46789b1ec82b7a2446d36 100644 --- a/landing/lenses/363260.json +++ b/landing/lenses/363260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -578,13 +578,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -870,14 +870,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -997,10 +997,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1043,7 +1043,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1096,7 +1096,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1177,10 +1177,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1196,10 +1196,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1407,7 +1407,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1429,7 +1429,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1447,15 +1447,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/363280.json b/landing/lenses/363280.json index 6bf9e1869fe8564089d6053ca53ac0382f73007c..23e83fd5dfe59dabd8fee2c869aa32645470cb3b 100644 --- a/landing/lenses/363280.json +++ b/landing/lenses/363280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -884,8 +884,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -937,10 +937,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -950,7 +950,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/364950.json b/landing/lenses/364950.json index bf7a2f2732ec73b4cf63cb62a0397d9298453778..919cd406d903807ae9bd9ba1d5a67c6e04a3f0d7 100644 --- a/landing/lenses/364950.json +++ b/landing/lenses/364950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365270.json b/landing/lenses/365270.json index b270062472b9f0670ea7f610bff717d380ac6244..9e788446c224936e9acda3d4343c9b95c1671e25 100644 --- a/landing/lenses/365270.json +++ b/landing/lenses/365270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -939,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -970,10 +970,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +983,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -992,7 +992,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1079,10 +1079,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1102,7 +1102,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365330.json b/landing/lenses/365330.json index 7932086217756934ee4811d09455850e8b19333f..f0d3dd24799aae4eb4c2ea19ee711dea673bb4d0 100644 --- a/landing/lenses/365330.json +++ b/landing/lenses/365330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -257,7 +257,7 @@ }, "confidence": { "level": "blocked", - "score": 45.0, + "score": 40.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -274,11 +274,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 6.36, + "value": 6.0, "unit": "riskScore", "direction": "positive", - "weight": 20, - "contribution": 1.27, + "weight": 15, + "contribution": 0.9, "sourceRef": "axes.자본구조" }, { @@ -299,7 +299,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/365330/axes/자본구조", "status": "derived", - "detail": "위험점수 6.36, 가중치 20%" + "detail": "위험점수 6.00, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -379,29 +379,29 @@ "gradeHistory": [ { "period": "2026", - "score": 1.15, + "score": 0.8, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.89, + "score": 0.67, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 9.97, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 4.37, + "grade": "AA+", + "pdEstimate": 0.01 } ], "coverage": { "validAxes": 3, "totalAxes": 7, - "validWeight": 45.0, + "validWeight": 40.0, "totalWeight": 100.0, - "weightCoverage": 45.0 + "weightCoverage": 40.0 }, "eCR": null, "pdEstimate": null, @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365340.json b/landing/lenses/365340.json index eac0ea647ce46d18240edfcacadf60144593a4b7..3daf70ff61a26e6d5431e3d65c6536a2c1a89c2a 100644 --- a/landing/lenses/365340.json +++ b/landing/lenses/365340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -498,18 +498,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 54.72, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B", + "summary": "dCR 위험점수 57.86, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -693,15 +693,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 54.72, + "grade": "dCR-B", + "score": 57.86, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 55.28, + "score": 58.38, "assumptions": { "scenarioStress": "moderate" } @@ -717,11 +717,6 @@ "id": "weakAxisDeterioration", "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.자본구조" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-B로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -765,7 +760,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 4.0, + "pdEstimate": 7.0, "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 77점으로 등급 하방 압력", @@ -784,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -911,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -944,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -957,7 +952,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -977,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -997,10 +992,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1010,7 +1005,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1035,7 +1030,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1091,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1110,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,10 +1123,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1146,10 +1141,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1160,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1176,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1192,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365590.json b/landing/lenses/365590.json index 653fccf898fcbf0b11f92d4771912f0d4bef41d1..51efd9c6042386e58af830b3e832da0333a060b9 100644 --- a/landing/lenses/365590.json +++ b/landing/lenses/365590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -178,7 +178,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -429,13 +429,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -624,14 +624,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -751,10 +751,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -803,8 +803,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -823,7 +823,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -891,10 +891,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -910,10 +910,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -937,10 +937,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365660.json b/landing/lenses/365660.json index 9df925f250b99f3086e21d6506ee9626cfb04bd5..ba4682b7d49ec9f5962443d4710387e604faa6fc 100644 --- a/landing/lenses/365660.json +++ b/landing/lenses/365660.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/365900.json b/landing/lenses/365900.json index 7fe532a3bbb1023dfc6265d975572077e4c3842e..e2f04c2f118088dd2ee74fd413e3004b639ab9a4 100644 --- a/landing/lenses/365900.json +++ b/landing/lenses/365900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -506,18 +506,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 43.56, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 45.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,14 +702,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 43.56, + "score": 45.58, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 44.45, + "score": 46.33, "assumptions": { "scenarioStress": "moderate" } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/366030.json b/landing/lenses/366030.json index 96e7f26a5938c10f40f2c1f02b9ac9b598d25f88..eaace0f2ebe4af0178917cfaf8c30c78e6eb90d5 100644 --- a/landing/lenses/366030.json +++ b/landing/lenses/366030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -984,19 +984,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1017,8 +1017,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1063,17 +1063,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1142,7 +1142,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1151,7 +1151,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/367000.json b/landing/lenses/367000.json index 71a346bbbdf1d018d920b1fb5ac069f31c52a6d9..6dcb740187666ca4d5999623070450d5479cbc52 100644 --- a/landing/lenses/367000.json +++ b/landing/lenses/367000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -779,7 +779,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 4.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 4.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -971,10 +971,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -984,7 +984,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -993,7 +993,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1080,10 +1080,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/368600.json b/landing/lenses/368600.json index df254830391d55e8fa2b91a21c2059dd0ef2611f..7b14eca6ba9e2bd5d20507dbe85745b5bad590cd 100644 --- a/landing/lenses/368600.json +++ b/landing/lenses/368600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 108.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 103.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,7 +972,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1338,7 +1338,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1356,7 +1356,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", diff --git a/landing/lenses/368770.json b/landing/lenses/368770.json index 36b6b973ed85bca38c2ad0d5639da0eccaa1bbf0..84f844aceeece1d307b266fbc49ac94abe44c3b7 100644 --- a/landing/lenses/368770.json +++ b/landing/lenses/368770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -570,18 +570,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 6.65, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 7.65, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 6.65, + "score": 7.65, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 7.0, + "grade": "dCR-AA-", + "score": 8.0, "assumptions": { "scenarioStress": "moderate" } @@ -789,6 +789,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -849,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -976,19 +981,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1009,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1022,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1100,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1134,7 +1139,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1143,7 +1148,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1156,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1175,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1378,12 +1383,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:98df7acc14b8", + "target": "368770", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/368970.json b/landing/lenses/368970.json index 099af79cc2b45fa793fae991f6876c17e63c69ab..405e40754ea9097912ef4b8c5582ab332d564fda 100644 --- a/landing/lenses/368970.json +++ b/landing/lenses/368970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,10 +1133,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/369370.json b/landing/lenses/369370.json index 32b7e420cecda1518bc451f9fa638d6c3751d787..d842769bf5875fc744715f4a1c8522e108eddbaf 100644 --- a/landing/lenses/369370.json +++ b/landing/lenses/369370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 23.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 25.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -916,10 +916,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1004,8 +1004,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1096,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1115,10 +1115,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,10 +1142,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1160,10 +1160,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/370090.json b/landing/lenses/370090.json index dfebd959ed05d25977e69a491f479b3f7644efff..6a2d7dc1e6be7690c634083e86c40849d6b97f60 100644 --- a/landing/lenses/370090.json +++ b/landing/lenses/370090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -784,14 +784,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -930,8 +930,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -943,8 +943,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -961,10 +961,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -974,7 +974,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -983,7 +983,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1070,10 +1070,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1093,7 +1093,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/371950.json b/landing/lenses/371950.json index f72fead60ddfa4d987c26ee036d25220bb30b255..ee1605e48aa9cd8bcf34d1d7e9095e10705305bf 100644 --- a/landing/lenses/371950.json +++ b/landing/lenses/371950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 79점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 295.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 313.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/372170.json b/landing/lenses/372170.json index 650cb66149f0ad1fff25842c68f902c6b89523e5..10a246794041ae1971c7a9d01a34fd7113f8350e 100644 --- a/landing/lenses/372170.json +++ b/landing/lenses/372170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,7 +828,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1003,7 +1003,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1380,7 +1380,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1402,7 +1402,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1420,15 +1420,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/372320.json b/landing/lenses/372320.json index ee0951cb421e3d932e00b5715f4ef39778bcb4c7..d621700f2c4a8df684be4276dbcb92d24afc0d2f 100644 --- a/landing/lenses/372320.json +++ b/landing/lenses/372320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -340,13 +340,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -517,14 +517,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -644,10 +644,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -710,8 +710,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -768,7 +768,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -824,10 +824,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -843,10 +843,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -866,7 +866,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/372800.json b/landing/lenses/372800.json index da0450ba2d11a6a3f18afa88b5f69a4aababa830..db823223c13aab7d8c27eab3ea598bf0f8c37767 100644 --- a/landing/lenses/372800.json +++ b/landing/lenses/372800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 108.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 104.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -953,7 +953,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1077,10 +1077,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1096,10 +1096,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,7 +1119,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/372910.json b/landing/lenses/372910.json index d13e0bb0b98d0dd3e9b0fcfcfb313832b810c290..bec9d1edd0024fb3af2892e90d90683227494541 100644 --- a/landing/lenses/372910.json +++ b/landing/lenses/372910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -984,19 +984,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1017,8 +1017,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1063,17 +1063,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1142,7 +1142,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1151,7 +1151,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1386,88 +1386,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4f9b22948bd4", - "target": "372910", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.258 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/373110.json b/landing/lenses/373110.json index d0051c8a237a24a770d6350a360fb38ba755a8c6..304ce7feacba74131a8421572e642e569aa0ad9d 100644 --- a/landing/lenses/373110.json +++ b/landing/lenses/373110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 97.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 75.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -911,8 +911,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -924,8 +924,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -942,10 +942,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -955,7 +955,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -964,7 +964,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1051,10 +1051,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1074,7 +1074,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373160.json b/landing/lenses/373160.json index 19b92d8c48460f99958e97a7172a4707d9015c9e..3db5c05458e6d4f40999ac510124b8de5b25a0c4 100644 --- a/landing/lenses/373160.json +++ b/landing/lenses/373160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373170.json b/landing/lenses/373170.json index ad7801434f5f38f435ac3cc21f4b2e04cf9e1267..63392011e61e83c82cdbe4e5b880b65e66e0b92f 100644 --- a/landing/lenses/373170.json +++ b/landing/lenses/373170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -717,8 +717,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -748,10 +748,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -761,7 +761,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -857,10 +857,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -889,7 +889,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373200.json b/landing/lenses/373200.json index 5c3f4362564716f7530b0fb91f35bb3f6ee85be9..a42b815a9eeb5a40dc3532b762a06136e54a01ef 100644 --- a/landing/lenses/373200.json +++ b/landing/lenses/373200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,7 +780,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 66.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 66.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -917,10 +917,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -943,7 +943,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -956,7 +956,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -976,8 +976,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -997,8 +997,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1008,7 +1008,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,10 +1133,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1151,10 +1151,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373220.json b/landing/lenses/373220.json index 7e97f929050e8dbb25b1ac80b83648c56cdb725d..7a8b0b305f5858ac8314c301c690060b82f6847d 100644 --- a/landing/lenses/373220.json +++ b/landing/lenses/373220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -578,13 +578,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1040,7 +1040,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,10 +1224,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1242,10 +1242,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/375500.json b/landing/lenses/375500.json index beefe49782b349455d9d43440b49e6626fd65ce0..176f7d293dcfc71f8688c78a4a48ae7774666b87 100644 --- a/landing/lenses/375500.json +++ b/landing/lenses/375500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -992,19 +992,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1025,8 +1025,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,17 +1071,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1116,7 +1116,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1150,7 +1150,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1159,7 +1159,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376180.json b/landing/lenses/376180.json index 0f9a1edff9783210ca3111cedf0bbe9bddda4402..d9e3ae37ac4f8c0f38aa2ce56aa5aed8160c2fe2 100644 --- a/landing/lenses/376180.json +++ b/landing/lenses/376180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -671,12 +671,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -982,15 +982,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", @@ -1008,8 +1008,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,17 +1053,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1124,13 +1124,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1139,7 +1139,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376270.json b/landing/lenses/376270.json index 3f00af949c9691c8f6df7369592ecda8d5e6faae..558e8c8359e4f54941209ea44e4d1d33bb63edb1 100644 --- a/landing/lenses/376270.json +++ b/landing/lenses/376270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1080,10 +1080,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376290.json b/landing/lenses/376290.json index 8fb2887f3bec3bf19d4d9903a0713dc6c72517a0..fac4836bf58a758ed8393a43461579ca30483e51 100644 --- a/landing/lenses/376290.json +++ b/landing/lenses/376290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -983,19 +983,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1016,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,17 +1062,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1141,7 +1141,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1150,7 +1150,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376300.json b/landing/lenses/376300.json index d638b40daa8288e738109a60c1c423dc5c442e0b..632eab63632ca023d14bddff773fa417ab070ba7 100644 --- a/landing/lenses/376300.json +++ b/landing/lenses/376300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376900.json b/landing/lenses/376900.json index 97d145058e48d721f8e10119faa7d8b377dc17e8..0ced781e0f9730f9e1af032e2a88a46f92314c16 100644 --- a/landing/lenses/376900.json +++ b/landing/lenses/376900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1315.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1191.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -927,7 +927,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1333,7 +1333,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1351,15 +1351,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/376930.json b/landing/lenses/376930.json index 45f529f8472e7b4bec206658f5d4b316fc305788..778f33c3720e5160303ee83193d4949d245ce73c 100644 --- a/landing/lenses/376930.json +++ b/landing/lenses/376930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 559.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 563.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -923,19 +923,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -956,8 +956,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,17 +1002,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1081,7 +1081,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1090,7 +1090,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376980.json b/landing/lenses/376980.json index bd2476114ed68ae10c6717b89a5d6489138fdea4..6c859f5b32f641125c54b07462e371c7a4b4dcbe 100644 --- a/landing/lenses/376980.json +++ b/landing/lenses/376980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -844,7 +844,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1019,8 +1019,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,10 +1072,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1085,7 +1085,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1110,7 +1110,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1185,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377030.json b/landing/lenses/377030.json index 4f669629c29c1d79aaa7df4204909406b262dc1d..22e04df7bb7853633a46f7c31098b8f832507d6b 100644 --- a/landing/lenses/377030.json +++ b/landing/lenses/377030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 87점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 849.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 843.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1007,10 +1007,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377190.json b/landing/lenses/377190.json index 69327f5a9e5b599f2857278f76a5bddb53a75311..105e6473d9da47dc575fa2e329c9c6757c0b5a72 100644 --- a/landing/lenses/377190.json +++ b/landing/lenses/377190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -378,8 +378,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -391,8 +391,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -409,10 +409,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -422,7 +422,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -431,7 +431,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -499,10 +499,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -545,10 +545,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -563,10 +563,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -601,7 +601,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377220.json b/landing/lenses/377220.json index fdfa2877f376a3731190dc6a3145f85535df7c93..092a7f3d890e733fa2954d828490962e6cc41a86 100644 --- a/landing/lenses/377220.json +++ b/landing/lenses/377220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "유동성 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 98.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 86.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -953,8 +953,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1006,10 +1006,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377300.json b/landing/lenses/377300.json index d79bf7b9d33a23ce64c8f90f54f395b20ddad2ea..403d8b2edd0b98a625a9b441c8f889b4c1fb8dce 100644 --- a/landing/lenses/377300.json +++ b/landing/lenses/377300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2022", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -645,14 +645,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -772,10 +772,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -818,7 +818,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -838,8 +838,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -860,8 +860,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -896,7 +896,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -952,10 +952,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -971,10 +971,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -994,7 +994,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1270,7 +1270,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1288,8 +1288,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/377330.json b/landing/lenses/377330.json index 9f190cf0906fd32fd57ff1c723a002c06641f8e8..1fc5817af85abc3b23d232184164e668100f8f4b 100644 --- a/landing/lenses/377330.json +++ b/landing/lenses/377330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -923,19 +923,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -956,8 +956,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,17 +1002,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1081,7 +1081,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1090,7 +1090,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,88 +1325,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9207997db9a2", - "target": "377330", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/377450.json b/landing/lenses/377450.json index d9475e532081d32cd6fa1ab300dee5c6c69c9e56..3126182289310bf2009795ee7dc80e75a095385e 100644 --- a/landing/lenses/377450.json +++ b/landing/lenses/377450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377460.json b/landing/lenses/377460.json index f01358d1078fbb62ac7e607fd77d2c8a9589b3c6..7b1eaf13eb3ab72594f67209b70897456473597c 100644 --- a/landing/lenses/377460.json +++ b/landing/lenses/377460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -958,7 +958,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1092,10 +1092,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377480.json b/landing/lenses/377480.json index 9d3640a9c629947bb9e38cd0973a689dde8e9480..5d095a62322a85a6370df747f0d7cb3a67424982 100644 --- a/landing/lenses/377480.json +++ b/landing/lenses/377480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -506,18 +506,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 45.68, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 49.34, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -701,15 +701,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 45.68, + "grade": "dCR-B+", + "score": 49.34, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 46.44, + "grade": "dCR-B+", + "score": 50.06, "assumptions": { "scenarioStress": "moderate" } @@ -774,11 +774,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 10.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -920,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -953,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -966,7 +967,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1006,10 +1007,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1044,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1119,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377740.json b/landing/lenses/377740.json index c97b688cab6f3507bbd13792781d06569a7ac4d7..a2533df296fb9dea869163ab509ee925150f0701 100644 --- a/landing/lenses/377740.json +++ b/landing/lenses/377740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/378340.json b/landing/lenses/378340.json index 79af3015bfa5ab46887051a58e9e8c1913e9c6e4..e882eb6c8aa4abe2bd768ca21526600fa18e9142 100644 --- a/landing/lenses/378340.json +++ b/landing/lenses/378340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -492,18 +492,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 24.39, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 26.64, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,14 +687,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 24.39, + "score": 26.64, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 24.85, + "grade": "dCR-BBB", + "score": 27.18, "assumptions": { "scenarioStress": "moderate" } @@ -710,6 +710,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -757,7 +762,7 @@ "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 8.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -772,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -899,19 +904,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -932,8 +937,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -945,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,17 +983,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1023,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1057,7 +1062,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1066,7 +1071,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1079,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,88 +1313,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f7ac448a8c57", - "target": "378340", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/378800.json b/landing/lenses/378800.json index da48b9dd813e516393148c314cd1c39b4599f3db..acc91cbf8657e267b00368eb299722fcade5ab6c 100644 --- a/landing/lenses/378800.json +++ b/landing/lenses/378800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -129,7 +129,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -150,7 +150,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -172,7 +172,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -425,13 +425,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -747,15 +747,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -780,8 +780,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -793,7 +793,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -813,8 +813,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -826,17 +826,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -846,7 +846,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -871,7 +871,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -905,7 +905,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -914,7 +914,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -946,10 +946,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -969,7 +969,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1164,88 +1164,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a5cc49534635", - "target": "378800", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.656 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/378850.json b/landing/lenses/378850.json index ee82cb4cd6a1ad4a3dda6ede7a5c94599c604e0b..a5bb99b07910712a59c6c6ee54201abfc3af7308 100644 --- a/landing/lenses/378850.json +++ b/landing/lenses/378850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,7 +857,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 60점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/380540.json b/landing/lenses/380540.json index 59ca5d19fc14a3e8a31794e8cdb052220c476fe5..cbfd2d45492e5054c9d56346f990852a111663a2 100644 --- a/landing/lenses/380540.json +++ b/landing/lenses/380540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-05-21", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-05-21", "period": "2025", "status": "derived", @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-05-21", "period": "2025", "status": "observed", @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/380550.json b/landing/lenses/380550.json index 51e35535ba293e12f2f32ace1ffee4cabc31c63b..319a88e2345bead44d9d502cc2e262c9fb5dbd0e 100644 --- a/landing/lenses/380550.json +++ b/landing/lenses/380550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -687,10 +687,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -705,10 +705,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/381620.json b/landing/lenses/381620.json index 5306381ea6c04a1da2170d3dde0900fc89d6c67e..17be6346a7b41c6f6b9d3ddb59bda6c70a616f9a 100644 --- a/landing/lenses/381620.json +++ b/landing/lenses/381620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/381970.json b/landing/lenses/381970.json index 312c9bfad84aee9ec7719aefd738512ede685d25..7c222e557c103964dc334bbee1c20c89cf518ebd 100644 --- a/landing/lenses/381970.json +++ b/landing/lenses/381970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -845,7 +845,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 55.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 55.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,10 +1037,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382150.json b/landing/lenses/382150.json index d688ca891b7aeee5554a00474d480b55cc8918bf..e7d3e780e78fdcd36e0451a149a6dcd4b2deb988 100644 --- a/landing/lenses/382150.json +++ b/landing/lenses/382150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -383,13 +383,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -560,14 +560,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -687,15 +687,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -720,8 +720,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -733,7 +733,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -753,8 +753,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -766,17 +766,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -811,7 +811,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -845,7 +845,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -854,7 +854,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -867,10 +867,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -886,10 +886,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -909,7 +909,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1117,88 +1117,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5c1d63c707e4", - "target": "382150", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/382480.json b/landing/lenses/382480.json index 453dde6784cf32e1d0c25d0a71adcd0328da7f88..ca0bf402781859477c80132f058c8cda1aec2a97 100644 --- a/landing/lenses/382480.json +++ b/landing/lenses/382480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,12 +673,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 IT (캡티브금융조정) 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -803,33 +803,33 @@ "gradeHistory": [ { "period": "2026", - "score": 3.57, + "score": 4.32, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2025", - "score": 37.99, + "score": 38.29, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2024", - "score": 25.68, + "score": 25.98, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2023", - "score": 14.29, + "score": 14.49, "grade": "A", "pdEstimate": 0.06 }, { "period": "2022", - "score": 7.89, - "grade": "AA", - "pdEstimate": 0.02 + "score": 8.19, + "grade": "AA-", + "pdEstimate": 0.03 } ], "coverage": { @@ -866,14 +866,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -993,19 +993,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1026,8 +1026,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,17 +1072,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1117,7 +1117,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1151,7 +1151,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1160,7 +1160,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1173,10 +1173,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1192,10 +1192,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382800.json b/landing/lenses/382800.json index 7e7e27f64676f1a273c82809e4fa97ef66b7dfc4..ca1112477a47d74f87ba50af5b62f391b3da798b 100644 --- a/landing/lenses/382800.json +++ b/landing/lenses/382800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -982,19 +982,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1061,17 +1061,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1140,7 +1140,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1149,7 +1149,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1384,12 +1384,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c4c2f6054d1a", + "target": "382800", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/382840.json b/landing/lenses/382840.json index dc3b348beb27581361716b9f4e1d83e1075d2454..8a5434f1b6ce705fba205c559e2daa8c914809e7 100644 --- a/landing/lenses/382840.json +++ b/landing/lenses/382840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,7 +843,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 138.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 180.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -985,15 +985,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1018,8 +1018,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,17 +1064,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1143,7 +1143,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1152,7 +1152,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1387,88 +1387,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8842594c24bf", - "target": "382840", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.56 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/382900.json b/landing/lenses/382900.json index 2f9f64bfc3a20ec6cb441deb478815723acd43bc..e2feb7ca6810f856917ca856d56f675dc961d29f 100644 --- a/landing/lenses/382900.json +++ b/landing/lenses/382900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.76%). 최근 주가 하락이 반영된 결과", "D/EBITDA 143.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -971,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1095,7 +1095,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1151,10 +1151,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1170,10 +1170,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383220.json b/landing/lenses/383220.json index a2ccd5f1ee65c9ce19672a43dc0dc8fc938cdf91..9bc3dcf4c4cfb6b198e2be3f2849166a6b5cbbaa 100644 --- a/landing/lenses/383220.json +++ b/landing/lenses/383220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1017,7 +1017,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383310.json b/landing/lenses/383310.json index 3b6e3f41ff341bda30b80fb995a68ff2a71e2e92..37a46036d2e3a5f3e8c363028463496a0ec76a6e 100644 --- a/landing/lenses/383310.json +++ b/landing/lenses/383310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -571,18 +571,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 24.26, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 26.51, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -767,14 +767,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 24.26, + "score": 26.51, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 24.84, + "grade": "dCR-BBB-", + "score": 27.09, "assumptions": { "scenarioStress": "moderate" } @@ -790,6 +790,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -844,6 +849,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 6.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -858,14 +864,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -985,15 +991,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1018,8 +1024,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1031,7 +1037,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1057,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,17 +1070,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1090,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1109,7 +1115,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1143,7 +1149,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1152,7 +1158,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1165,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1184,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,10 +1208,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1220,10 +1226,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1234,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1266,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1528,88 +1534,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:44d6ff39da0b", - "target": "383310", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.34 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/383800.json b/landing/lenses/383800.json index ac34fda77c38215b41221b3d595e0739d8ea50f8..ff2fcd672129c1cb78ad9dcc41657da4a133bd7f 100644 --- a/landing/lenses/383800.json +++ b/landing/lenses/383800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -868,8 +868,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -881,7 +881,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -901,8 +901,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -921,10 +921,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -934,7 +934,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -959,7 +959,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1057,7 +1057,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383930.json b/landing/lenses/383930.json index b511d2a8f3177a4b29f59cd65f6aa16eb81ead07..73d0f3baf47e6180cee86dc199a4eb098ad86f03 100644 --- a/landing/lenses/383930.json +++ b/landing/lenses/383930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 63.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -735,8 +735,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,10 +766,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/384470.json b/landing/lenses/384470.json index 31f3ad50547f4bd3f55abac3df1428b5db4b8076..e476201352e951c5fa6905181052fca09a2b8595 100644 --- a/landing/lenses/384470.json +++ b/landing/lenses/384470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -680,14 +680,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -807,10 +807,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -895,8 +895,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1006,10 +1006,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/386380.json b/landing/lenses/386380.json index 7d25b1c4ce897743af184db8184b1e838c9aa96a..8d1c16aa9eaadec219ae48a7da20b32b9d0e7e6f 100644 --- a/landing/lenses/386380.json +++ b/landing/lenses/386380.json @@ -9,7 +9,939 @@ "quant", "macro" ], - "products": {}, + "products": { + "analysis": { + "schemaVersion": 1, + "identity": { + "target": "386380", + "market": "KR", + "engine": "analysis", + "axis": "종합평가", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": null, + "retrievedAt": "2026-10-18" + }, + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "blocked", + "conclusion": { + "label": "판단 보류", + "summary": "대표 판단을 만들 직접 재무 근거가 없어 결론을 차단했습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "requiredDomainCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags" + } + ], + "scenarios": [], + "falsifiers": [], + "payload": { + "blockRefs": [ + "scorecard", + "piotroski", + "summaryFlags", + "representative" + ], + "coverage": { + "requiredDomains": [ + "earnings", + "cash", + "resilience", + "quality" + ], + "observedRequiredDomains": 0, + "domainCoverage": { + "earnings": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "cash": { + "status": "missing", + "observed": 0, + "expected": 1 + }, + "resilience": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "quality": { + "status": "missing", + "observed": 0, + "expected": 1 + } + }, + "observedComponents": 0, + "totalComponents": 6, + "components": [ + { + "id": "earnings.marginTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.marginTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "earnings.growthTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.growthTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "cash.cashQuality", + "domain": "cash", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.cash.cashQuality", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.leverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.coverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "quality.earningsQualityFlags", + "domain": "quality", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + } + ] + }, + "assessment": { + "label": "판단 보류", + "summary": "0개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", + "score": null, + "drivers": [], + "positiveDrivers": [], + "negativeDrivers": [] + } + } + }, + "industry": { + "schemaVersion": 1, + "identity": { + "target": "386380", + "market": "KR", + "engine": "industry", + "axis": "회사위치", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": { + "mappingUpdatedAt": null, + "financialPeriod": null, + "retrievedAt": "2026-10-18" + }, + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "blocked", + "conclusion": { + "label": "산업 위치 판단 불가", + "summary": "산업 가치사슬의 primary 위치 매핑이 없습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "mappingConfidenceAndBlockCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy" + } + ], + "scenarios": [], + "falsifiers": [ + { + "id": "positionRemap", + "condition": "primary 산업 노드의 stage 또는 source가 변경되면 가치사슬 결론을 다시 평가합니다.", + "sourceRef": "stage" + } + ], + "payload": { + "blockRefs": [ + "industry", + "stage", + "sectorMetrics", + "sectorCycle", + "profitPool", + "relationships", + "concentration" + ], + "coverage": { + "observedBlocks": 0, + "totalBlocks": 6, + "blocks": { + "position": false, + "sectorMetrics": false, + "sectorCycle": false, + "profitPool": false, + "relationships": false, + "concentration": false + } + }, + "peerCount": 0, + "relationshipCoverage": { + "count": null, + "evidenceCoverage": null, + "amountCoverage": null, + "ratioCoverage": null + } + } + }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "386380", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-16", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, + "macro": { + "schemaVersion": 1, + "identity": { + "target": "386380", + "market": "KR", + "engine": "macro", + "axis": "전파", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "partial", + "conclusion": { + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + }, + "confidence": { + "level": "medium", + "score": 60.0, + "method": "macroObservationAndCompanyEvidenceCoverage" + }, + "drivers": [ + { + "id": "BAMLH0A0HYM2", + "label": "미국 HY 스프레드", + "value": 3.23, + "unit": "%p", + "signal": "falling", + "change": -0.020000000000000018, + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" + }, + { + "id": "BASE_RATE", + "label": "한국 기준금리", + "value": 3.0, + "unit": "%", + "signal": "flat", + "change": 0.0, + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE" + }, + { + "id": "CPI", + "label": "소비자물가 YoY", + "value": 120.43, + "unit": "%", + "signal": "rising", + "change": 0.38000000000000966, + "sourceRef": "macro/ecos/observations.parquet#CPI" + }, + { + "id": "DCOILWTICO", + "label": "WTI", + "value": 101.91, + "unit": "$", + "signal": "rising", + "change": 1.0499999999999972, + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" + }, + { + "id": "EXPORT", + "label": "수출 YoY", + "value": 104800.5, + "unit": "%", + "signal": "rising", + "change": 4350.5, + "sourceRef": "macro/ecos/observations.parquet#EXPORT" + }, + { + "id": "USDKRW", + "label": "원/달러", + "value": 1331.4, + "unit": "원", + "signal": "falling", + "change": -13.199999999999818, + "sourceRef": "macro/ecos/observations.parquet#USDKRW" + } + ], + "claims": [], + "evidence": [ + { + "id": "macro.driver.BAMLH0A0HYM2", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", + "status": "observed", + "observedAt": "2026-10-15", + "detail": "미국 HY 스프레드 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.BASE_RATE", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", + "status": "observed", + "observedAt": "2026-10-08", + "detail": "한국 기준금리 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.CPI", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#CPI", + "status": "observed", + "observedAt": "2026-09-01", + "detail": "소비자물가 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.DCOILWTICO", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", + "status": "observed", + "observedAt": "2026-10-14", + "detail": "WTI 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.EXPORT", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#EXPORT", + "status": "observed", + "observedAt": "2026-08-01", + "detail": "수출 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.USDKRW", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#USDKRW", + "status": "observed", + "observedAt": "2026-10-16", + "detail": "원/달러 최신 관측과 직전 변화" + } + ], + "assumptions": [ + { + "id": "edgeSign", + "value": "registryPrior", + "reason": "경로 부호와 시차는 기업별 회귀계수가 아니라 registry prior입니다." + } + ], + "gaps": [ + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/386380" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/386380/product" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff" + } + ], + "scenarios": [ + { + "id": "fx-export-revenue", + "driverId": "USDKRW", + "condition": "USDKRW 방향이 반전될 때 매출 성장률 / 환산손익 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + }, + { + "id": "export-demand-revenue", + "driverId": "EXPORT", + "condition": "EXPORT 방향이 반전될 때 매출 성장률 / 가동률 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "rate-debt-interest", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 이자비용 / 차입 재조달 경로 재평가", + "lagMonths": [ + 3, + 12 + ] + }, + { + "id": "rate-bank-margin", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 순이자마진 / 조달비용 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "hy-risk-premium", + "driverId": "BAMLH0A0HYM2", + "condition": "BAMLH0A0HYM2 방향이 반전될 때 신용스프레드 / 위험프리미엄 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + } + ], + "falsifiers": [ + { + "id": "fx-export-revenue.0", + "condition": "달러 원가 비중이 해외 매출 효과를 상쇄" + }, + { + "id": "fx-export-revenue.1", + "condition": "헤지 정책으로 환산 민감도 약화" + }, + { + "id": "export-demand-revenue.0", + "condition": "내수 매출 중심" + }, + { + "id": "export-demand-revenue.1", + "condition": "재고 과잉으로 출하 증가가 매출로 이어지지 않음" + }, + { + "id": "rate-debt-interest.0", + "condition": "순현금 기업" + }, + { + "id": "rate-debt-interest.1", + "condition": "고정금리 장기차입 중심" + }, + { + "id": "rate-debt-interest.2", + "condition": "이자수익이 비용을 상쇄" + }, + { + "id": "rate-bank-margin.0", + "condition": "조달비용이 대출금리보다 빠르게 상승" + }, + { + "id": "rate-bank-margin.1", + "condition": "대손비용 증가가 NIM 개선을 상쇄" + }, + { + "id": "hy-risk-premium.0", + "condition": "무차입 또는 충분한 현금" + }, + { + "id": "hy-risk-premium.1", + "condition": "방어적 현금흐름" + }, + { + "id": "hy-risk-premium.2", + "condition": "정부/모회사 지원 가능성" + } + ], + "payload": { + "blockRefs": [ + "drivers", + "edges", + "regimeEvidence" + ], + "companyBound": true, + "companyEdgeCount": 0, + "edgeCount": 7 + } + } + }, + "statusCounts": { + "blocked": 2, + "partial": 2 + }, + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend", + "engine": "analysis" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend", + "engine": "analysis" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality", + "engine": "analysis" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "engine": "analysis" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ValueError: 'BS' topic 의 데이터를 가져올 수 없습니다. topic 이름을 확인하거나 c.panel('BS') 로 직접 호출해보세요." + }, + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason", + "engine": "industry" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position", + "engine": "industry" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics", + "engine": "industry" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle", + "engine": "industry" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool", + "engine": "industry" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships", + "engine": "industry" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration", + "engine": "industry" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy", + "engine": "industry" + }, + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/386380", + "engine": "macro" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/386380/product", + "engine": "macro" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest", + "engine": "macro" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin", + "engine": "macro" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium", + "engine": "macro" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost", + "engine": "macro" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff", + "engine": "macro" + } + ], + "noComposite": true, "tensions": { "schemaVersion": 1, "items": [], @@ -17,58 +949,29 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "growthCreditTradeoff", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "industryExecutionCounterforce", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "macroCompanyCounterforce", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" } ], "noComposite": true - }, - "statusCounts": {}, - "gaps": [ - { - "engine": "analysis", - "status": "blocked", - "reason": "ValueError: '386380' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 38638" - }, - { - "engine": "credit", - "status": "blocked", - "reason": "ValueError: '386380' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 38638" - }, - { - "engine": "industry", - "status": "blocked", - "reason": "ValueError: '386380' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 38638" - }, - { - "engine": "quant", - "status": "blocked", - "reason": "ValueError: '386380' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 38638" - }, - { - "engine": "macro", - "status": "blocked", - "reason": "ValueError: '386380' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 38638" - } - ], - "noComposite": true + } } diff --git a/landing/lenses/387570.json b/landing/lenses/387570.json index cc96f59aac159ba3ab758776cc98fa274fe09abc..74ddc9190ff0681818094ca7d51003f07fe1ac99 100644 --- a/landing/lenses/387570.json +++ b/landing/lenses/387570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/387690.json b/landing/lenses/387690.json index cd11ae7a5138aff11c06911fbd8a9ef8d1d0504c..6e88f51c3c75a3df49c7ef8f0d0851ef7ae7b730 100644 --- a/landing/lenses/387690.json +++ b/landing/lenses/387690.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/388050.json b/landing/lenses/388050.json index 2a7f685eb74c80fd0b7e951af7b11057c6dc7a37..199ddb3f773ff4a585cfcce0b1396d9142c8baf4 100644 --- a/landing/lenses/388050.json +++ b/landing/lenses/388050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -983,19 +983,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1016,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,17 +1062,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1141,7 +1141,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1150,7 +1150,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1385,12 +1385,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1b06449bd335", + "target": "388050", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/388210.json b/landing/lenses/388210.json index 998aea5c73e2055257d4eeb1fa7e2da3b2a83076..08bc5ab70f294a57b27aa20fee46df74dd836c30 100644 --- a/landing/lenses/388210.json +++ b/landing/lenses/388210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388610.json b/landing/lenses/388610.json index 606e8ee718fdc5b334802d2ab5a3f8c7462b2383..8edc16c134fd290d7d0df47921f6348c978301d1 100644 --- a/landing/lenses/388610.json +++ b/landing/lenses/388610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -721,10 +721,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388720.json b/landing/lenses/388720.json index 26840bea67987d820af0660f5bdd2a162e6bb7e3..623a215625a382871c69ecb6042b1f70b956f5b2 100644 --- a/landing/lenses/388720.json +++ b/landing/lenses/388720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -507,18 +507,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 25.86, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 28.36, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -701,15 +701,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 25.86, + "grade": "dCR-BBB-", + "score": 28.36, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 26.61, + "grade": "dCR-BBB-", + "score": 29.25, "assumptions": { "scenarioStress": "moderate" } @@ -774,12 +774,12 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -921,15 +921,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", @@ -947,8 +947,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,17 +992,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1069,7 +1069,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1078,7 +1078,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1091,10 +1091,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1110,10 +1110,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388790.json b/landing/lenses/388790.json index e6762eea7de815187f4ddf38364cc897d142aa34..87ee46392598319d8f4cc51e8abb8f56c3b316d0 100644 --- a/landing/lenses/388790.json +++ b/landing/lenses/388790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,18 +310,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 14.64, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 17.18, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -504,15 +504,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 14.64, + "grade": "dCR-A-", + "score": 17.18, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 14.7, + "grade": "dCR-A-", + "score": 17.24, "assumptions": { "scenarioStress": "moderate" } @@ -571,10 +571,11 @@ "weightCoverage": 85.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -716,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -735,8 +736,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -748,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,10 +767,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +780,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -788,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -875,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388870.json b/landing/lenses/388870.json index f5da4e44a57a12d0b795d187e2b04421e6570dbf..85b2d5b6dce578041c87686c3c226d241716a07d 100644 --- a/landing/lenses/388870.json +++ b/landing/lenses/388870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -340,13 +340,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -528,14 +528,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -655,10 +655,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -701,7 +701,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -721,8 +721,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -743,8 +743,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -754,7 +754,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -779,7 +779,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -854,10 +854,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -877,7 +877,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389020.json b/landing/lenses/389020.json index 0ce935f03392ab5f6d934d09dc32bd6b4465c9f1..ee5f6ae7e85f8a918c19a3f5ab1d818438e19c6a 100644 --- a/landing/lenses/389020.json +++ b/landing/lenses/389020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -504,14 +504,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -631,10 +631,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -663,8 +663,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -683,8 +683,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -703,7 +703,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -771,10 +771,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -790,10 +790,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -817,10 +817,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -855,7 +855,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389030.json b/landing/lenses/389030.json index cbfe32a50c01c11604c76856fd678bf8cd8dc8d2..a2f29cfdcf1eb036743e2fdc813863e278d21a18 100644 --- a/landing/lenses/389030.json +++ b/landing/lenses/389030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -506,18 +506,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 50.33, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 52.91, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,14 +702,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 50.33, + "score": 52.91, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 51.2, + "score": 54.0, "assumptions": { "scenarioStress": "moderate" } @@ -779,7 +779,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 29.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389140.json b/landing/lenses/389140.json index 9a8f222938bb351f89c5b767d061dd34ec4e5aa1..b3f1e933b94d19613fc8fc178676f6b0ab2d9616 100644 --- a/landing/lenses/389140.json +++ b/landing/lenses/389140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,7 +771,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 16.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 19.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -913,15 +913,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", @@ -939,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -984,17 +984,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389260.json b/landing/lenses/389260.json index c5ee7588b57f4079ec0015a9dd1c6d108166cc56..042e7e246e24e980fe56e53b67fe54317f8ad3ec 100644 --- a/landing/lenses/389260.json +++ b/landing/lenses/389260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 8.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 9.98%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1003,8 +1003,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,10 +1056,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,10 +1187,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389470.json b/landing/lenses/389470.json index 99c366e1b2bb68c68518f82b9f5f3c20a2724e6f..6b95f6e82f50e2f96e1bf40b683af7833797b325 100644 --- a/landing/lenses/389470.json +++ b/landing/lenses/389470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -912,10 +912,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -931,8 +931,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -944,8 +944,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -962,10 +962,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -975,7 +975,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -984,7 +984,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1071,10 +1071,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1094,7 +1094,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389500.json b/landing/lenses/389500.json index 4708038487ace53ab981ba697c92fb3a935b145c..b687446d120ce01b1bd5af97aabbf2e7242e84e8 100644 --- a/landing/lenses/389500.json +++ b/landing/lenses/389500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -91,7 +91,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -117,7 +117,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -317,13 +317,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -511,14 +511,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -638,10 +638,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -657,8 +657,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -670,8 +670,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -688,10 +688,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -710,7 +710,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -778,10 +778,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -797,10 +797,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389650.json b/landing/lenses/389650.json index 5095152791998a1be2dfd50be1b1f9e6a0344bff..3e634b74ed8a5f88936466f24964e99baf438b94 100644 --- a/landing/lenses/389650.json +++ b/landing/lenses/389650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389680.json b/landing/lenses/389680.json index 8fefc8be29f0135074e0b96c562b14c56bb22008..89aa0b277f8c7008b75e734a128a23dc68370ddf 100644 --- a/landing/lenses/389680.json +++ b/landing/lenses/389680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -721,10 +721,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/391710.json b/landing/lenses/391710.json index 67a672125fab619da2d3bad7f784622b3c989bb0..f64202795fe87e24f986988b0ff30e79aba164a6 100644 --- a/landing/lenses/391710.json +++ b/landing/lenses/391710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -306,13 +306,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -374,7 +374,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -393,7 +393,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -412,7 +412,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -431,7 +431,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -586,14 +586,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -713,10 +713,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -732,8 +732,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -745,8 +745,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -763,10 +763,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -776,7 +776,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -785,7 +785,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -853,10 +853,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -872,10 +872,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -895,7 +895,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/393210.json b/landing/lenses/393210.json index 7198d591f04fdae36eca2a03cb10847a5d71f15b..90b2a71959e7c02ae7ca257d26f591e2ac2e5a9d 100644 --- a/landing/lenses/393210.json +++ b/landing/lenses/393210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -762,7 +762,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 28.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -937,7 +937,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/393890.json b/landing/lenses/393890.json index 179fb252417ab0f7d2d41cc129763830e91c2793..d8cf5a99d590bb5fba20fded4251913034530a6d 100644 --- a/landing/lenses/393890.json +++ b/landing/lenses/393890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -497,18 +497,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 47.08, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 48.57, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,15 +692,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 47.08, + "grade": "dCR-B+", + "score": 48.57, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 47.67, + "grade": "dCR-B+", + "score": 49.07, "assumptions": { "scenarioStress": "moderate" } @@ -759,7 +759,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -904,19 +904,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -937,8 +937,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,17 +983,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1062,7 +1062,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1071,7 +1071,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1130,10 +1130,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1400,88 +1400,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:df8a09c13e8d", - "target": "393890", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.836 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/393970.json b/landing/lenses/393970.json index e1c12d3c912d541b1af208d1b4903123c0c7145e..455aa69d024cab10f13bf6a05d9e9d9f92274c32 100644 --- a/landing/lenses/393970.json +++ b/landing/lenses/393970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-03-06", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -622,7 +622,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-03-06", "period": null, "status": "derived", @@ -642,7 +642,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-03-06", "period": null, "status": "observed", @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -767,10 +767,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -785,10 +785,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -815,7 +815,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394280.json b/landing/lenses/394280.json index 14a029f82ce6d494d5a6cb2d4a4dc6d65531ce17..65acc622e8925e033acef3ee33892bbd30f44a6a 100644 --- a/landing/lenses/394280.json +++ b/landing/lenses/394280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 47.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -906,19 +906,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -939,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -985,17 +985,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1005,7 +1005,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1030,7 +1030,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1064,7 +1064,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1073,7 +1073,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394420.json b/landing/lenses/394420.json index 9ad88fac1901c07cf03513736d747de591da7d87..9be4677334ed6c08b2e20813d760b60be31a55a5 100644 --- a/landing/lenses/394420.json +++ b/landing/lenses/394420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394800.json b/landing/lenses/394800.json index 4590e10bfff7cc2a6a5de0f4e093bf943034f0c5..a2049c09a5c6d3e8ed8c9dea61418c31ccddc273 100644 --- a/landing/lenses/394800.json +++ b/landing/lenses/394800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/395400.json b/landing/lenses/395400.json index c9852f06cbd770ba3b588a0de37dbf144e75a9d6..ca444cb984c61982c3acc77ee9533e98cb6fa195 100644 --- a/landing/lenses/395400.json +++ b/landing/lenses/395400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -235,14 +235,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -357,10 +357,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -376,8 +376,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -389,8 +389,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -407,10 +407,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -420,7 +420,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -429,7 +429,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -497,10 +497,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -516,10 +516,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -543,10 +543,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -561,10 +561,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -575,7 +575,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396270.json b/landing/lenses/396270.json index 94faa4f204f63507beb1151c7afc7910dddddc66..d42b6cd53e2ae80b670de9f0e646b00be49e06c8 100644 --- a/landing/lenses/396270.json +++ b/landing/lenses/396270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -306,13 +306,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -501,14 +501,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -647,8 +647,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -660,8 +660,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -678,10 +678,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -691,7 +691,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -700,7 +700,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -768,10 +768,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -787,10 +787,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -805,10 +805,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -823,10 +823,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -837,7 +837,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -853,7 +853,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -869,7 +869,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396300.json b/landing/lenses/396300.json index 2dff181d8755494b6c1a0692c2c4392f1121cd44..a1bedb14e7f7cee5345816740b9471ce64e77148 100644 --- a/landing/lenses/396300.json +++ b/landing/lenses/396300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1009,8 +1009,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,10 +1040,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1053,7 +1053,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1062,7 +1062,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396470.json b/landing/lenses/396470.json index b209ef1ccef38b774b5ac8cbfdc7b45b924634c0..2cfc3b8ef12e9a0f75b15a9f5683d5767178a47d 100644 --- a/landing/lenses/396470.json +++ b/landing/lenses/396470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -236,7 +236,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -914,15 +914,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -947,8 +947,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,17 +993,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1066,13 +1066,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1081,7 +1081,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,12 +1315,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3f748b464ee0", + "target": "396470", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.962 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/396690.json b/landing/lenses/396690.json index 82202bb51725d698fa9de937475dd3fdb824da12..22ca800e2367eb253f2ad20c90f9bb21553bfa06 100644 --- a/landing/lenses/396690.json +++ b/landing/lenses/396690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026Q4", "earliestPeriod": "2022", @@ -48,10 +48,10 @@ "representative": "2026Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026Q4", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -243,14 +243,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -365,10 +365,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -397,8 +397,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -417,8 +417,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -437,7 +437,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -551,10 +551,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -569,10 +569,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/397030.json b/landing/lenses/397030.json index bd3e68a974187c3d816d48b3a911bc0cb7dcd940..bfa7b088c4a8ba6c37c1b47ea6d72353642567da 100644 --- a/landing/lenses/397030.json +++ b/landing/lenses/397030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -502,14 +502,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -629,10 +629,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -661,8 +661,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -681,8 +681,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -769,10 +769,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -788,10 +788,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -811,7 +811,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/397810.json b/landing/lenses/397810.json index 04c2571823d6822f1e1d26a96e498e41deba30e7..3ab0a6bf4cfabb60596bc32572ce76f8e5cf6c5d 100644 --- a/landing/lenses/397810.json +++ b/landing/lenses/397810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/398120.json b/landing/lenses/398120.json index b3414a8cb06b9c645ec82218e48da017f33675a4..23502f9a620248744af36158cb6d855d44439df5 100644 --- a/landing/lenses/398120.json +++ b/landing/lenses/398120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -467,14 +467,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -594,10 +594,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -626,8 +626,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -646,8 +646,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -753,10 +753,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/399720.json b/landing/lenses/399720.json index 78e004ae5ebf2c05c1e3440a18f634773a04dd80..32510128687dd8406d2f2c0a7bbd2678b7445d21 100644 --- a/landing/lenses/399720.json +++ b/landing/lenses/399720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -558,18 +558,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 33.15, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.40, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,14 +754,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 33.15, + "score": 35.4, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 34.27, + "score": 36.52, "assumptions": { "scenarioStress": "moderate" } @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -966,15 +966,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -999,8 +999,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1045,17 +1045,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1124,7 +1124,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1133,7 +1133,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1368,88 +1368,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:048d91dc0804", - "target": "399720", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/400760.json b/landing/lenses/400760.json index d812ba6677a9eb881f3b9783cd1379565504f999..788a4ac612000de17a0c622655e26357b3c165a1 100644 --- a/landing/lenses/400760.json +++ b/landing/lenses/400760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -380,10 +380,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -407,10 +407,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -425,10 +425,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -439,7 +439,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -463,7 +463,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -479,7 +479,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/402030.json b/landing/lenses/402030.json index 794708a75871d90408edb685de45781bc32c4f7f..82fbcd1ddb1dabf28b12cbc82d2adfc500e129a6 100644 --- a/landing/lenses/402030.json +++ b/landing/lenses/402030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 58.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/402340.json b/landing/lenses/402340.json index 001cd8ad89735a12d1ea13d2bf7f0bec5a581e22..2c0bd838724d16b969af74ff586a3ebfd48f76c7 100644 --- a/landing/lenses/402340.json +++ b/landing/lenses/402340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -951,19 +951,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -984,8 +984,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1030,17 +1030,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1109,7 +1109,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1118,7 +1118,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1360,88 +1360,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:179bcca7e4df", - "target": "402340", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.955 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/402490.json b/landing/lenses/402490.json index 083b595204f5708958f47b15bd135db54951fc09..716b72878bd5c81006a611a60af6da8ac4b8ffde 100644 --- a/landing/lenses/402490.json +++ b/landing/lenses/402490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -809,7 +809,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 16.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 22.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -951,15 +951,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -984,8 +984,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1030,17 +1030,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1103,13 +1103,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1118,7 +1118,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1360,12 +1360,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2918b8ce101b", + "target": "402490", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/403360.json b/landing/lenses/403360.json index f8cd8afb58f674fa9d6530c81fc59c8e0df8d5ed..556daea43750b2a151f448be380af1b7d8bd3547 100644 --- a/landing/lenses/403360.json +++ b/landing/lenses/403360.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -338,7 +338,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 역풍 경로 우세", - "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403490.json b/landing/lenses/403490.json index 91f74ca84f70696987958c311c1704aadae73d03..bb66711c6e27f78f10ac9ffe8ba91c54992393ae 100644 --- a/landing/lenses/403490.json +++ b/landing/lenses/403490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -760,7 +760,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -935,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,10 +1128,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403550.json b/landing/lenses/403550.json index 6c8b0cf51f363439377a41e48aad9ed790597910..ce3e8ce76f1a3689fcace62df30d436fd0c70300 100644 --- a/landing/lenses/403550.json +++ b/landing/lenses/403550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -600,12 +600,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -906,15 +906,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", @@ -932,8 +932,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -977,17 +977,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -997,7 +997,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1014,7 +1014,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1048,13 +1048,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1063,7 +1063,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1095,10 +1095,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,7 +1118,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403850.json b/landing/lenses/403850.json index 75106fa1e812aa132358bc38a25a3310cab91f06..6e572edfb821a65fe23c336d71759c22f054fb8e 100644 --- a/landing/lenses/403850.json +++ b/landing/lenses/403850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1102,13 +1102,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403870.json b/landing/lenses/403870.json index c62674a44b30a1a346fb3258cf9180b45553bc21..64f42497931a4058e3471a4413a3adf8ce7ee0fd 100644 --- a/landing/lenses/403870.json +++ b/landing/lenses/403870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -733,8 +733,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -764,10 +764,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -777,7 +777,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -873,10 +873,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -900,10 +900,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -914,7 +914,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -938,7 +938,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/404990.json b/landing/lenses/404990.json index 8eddb216fd5311d02d810ea457ce4cc6752f2848..2e0850a3109009a2c319cd2bd225b6341fc4b0e8 100644 --- a/landing/lenses/404990.json +++ b/landing/lenses/404990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -378,10 +378,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -405,10 +405,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -423,10 +423,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -437,7 +437,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -461,7 +461,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -477,7 +477,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/405000.json b/landing/lenses/405000.json index e2d8ade6918780c1740e5c53113a2bf7b79884d1..8929491d762e5dc8ee47e1c090d55ede99a58568 100644 --- a/landing/lenses/405000.json +++ b/landing/lenses/405000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 336.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 312.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -907,19 +907,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,17 +986,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1059,13 +1059,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1074,7 +1074,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/405100.json b/landing/lenses/405100.json index 37bf903179c5a3f700c97ce69e3362055c382a7c..8179ae102dda71a7ffe4c2e9da3f184515589e7f 100644 --- a/landing/lenses/405100.json +++ b/landing/lenses/405100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,10 +1053,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/405920.json b/landing/lenses/405920.json index eb89b42159fc2fe2e29c803c2c6a43e73580fc99..72d624dfbba6c4b7daf5ff00e66791e5803c4718 100644 --- a/landing/lenses/405920.json +++ b/landing/lenses/405920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/406820.json b/landing/lenses/406820.json index 6d8236c886e4d28de66c642fcd91b80748c47bd8..3553fa8ee303d81700f91a6ab5f5213f492b395a 100644 --- a/landing/lenses/406820.json +++ b/landing/lenses/406820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 42.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 43.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,10 +978,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/407400.json b/landing/lenses/407400.json index 9ca1c661b92c3abd2d8854418592be4fef3f9a02..b97d8c8f052ffc38bb2e37d7f47a2e826ecee362 100644 --- a/landing/lenses/407400.json +++ b/landing/lenses/407400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -500,18 +500,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 33.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.27, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,14 +696,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 33.02, + "score": 35.27, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 34.04, + "score": 36.29, "assumptions": { "scenarioStress": "moderate" } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1339,7 +1339,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1357,8 +1357,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/408470.json b/landing/lenses/408470.json index b8f761b223558fb4975e320a236bac337c8b9638..cb004b6bd62f81966551832c28b9b2dd4c1c0a02 100644 --- a/landing/lenses/408470.json +++ b/landing/lenses/408470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -345,14 +345,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -472,10 +472,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -491,8 +491,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -504,8 +504,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -522,10 +522,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -535,7 +535,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -544,7 +544,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -612,10 +612,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -631,10 +631,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -654,7 +654,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/408900.json b/landing/lenses/408900.json index 861b50dec8158a7a4581173409a168fdf29d7bfd..2942299319a5cd3cc6803871a4390bc3a4b42fc8 100644 --- a/landing/lenses/408900.json +++ b/landing/lenses/408900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -869,7 +869,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -911,8 +911,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -947,7 +947,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1022,10 +1022,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1045,7 +1045,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/408920.json b/landing/lenses/408920.json index c8cf6887460bc23b3907e758cdcb7d29b4e2d867..1a3f224e693f9ee26d2022ab40f982444d1c7729 100644 --- a/landing/lenses/408920.json +++ b/landing/lenses/408920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -967,19 +967,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1125,7 +1125,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1369,88 +1369,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:66232aff94ad", - "target": "408920", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.79 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/411080.json b/landing/lenses/411080.json index d5e002aaac206569cf880764ee7850aaae1411f3..282c0a75467a5aadccb52adee9270a4c4382bf0b 100644 --- a/landing/lenses/411080.json +++ b/landing/lenses/411080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -431,18 +431,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 21.34, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 23.34, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,15 +625,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 21.34, + "grade": "dCR-BBB+", + "score": 23.34, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 21.35, + "grade": "dCR-BBB+", + "score": 23.35, "assumptions": { "scenarioStress": "moderate" } @@ -692,7 +692,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -702,7 +702,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -717,14 +717,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -844,10 +844,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -863,8 +863,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -876,8 +876,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -894,10 +894,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -907,7 +907,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -916,7 +916,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1003,10 +1003,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1026,7 +1026,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/412350.json b/landing/lenses/412350.json index cdbeb66fef33dbf221ddee12e689d7c356fd20a5..756a217519ed8d174a817b9fc21197e54d8c953e 100644 --- a/landing/lenses/412350.json +++ b/landing/lenses/412350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -905,19 +905,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -938,8 +938,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -984,17 +984,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1063,7 +1063,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1072,7 +1072,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1085,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1104,10 +1104,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,88 +1307,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3db833873f54", - "target": "412350", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/412540.json b/landing/lenses/412540.json index 3d98aa976b96ac98d3bdddc6e4f701c9b65727d1..948d0662d4d9e9a75793af1bf5197a534dc8f765 100644 --- a/landing/lenses/412540.json +++ b/landing/lenses/412540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -701,10 +701,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,7 +760,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2025", "status": "derived", @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/413390.json b/landing/lenses/413390.json index 9a91b4a068edd6e26b18eec0dbd51ee98e681684..005aeb78c9539308719ef813d711da4b5044a1ac 100644 --- a/landing/lenses/413390.json +++ b/landing/lenses/413390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/413630.json b/landing/lenses/413630.json index c07285aa28698b583fef9c2130917fc541785537..de97f80ab0bb3a24123dc517d7fc6fa897af7064 100644 --- a/landing/lenses/413630.json +++ b/landing/lenses/413630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -550,18 +550,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-AAA", - "summary": "dCR 위험점수 0.18, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 1.18, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,14 +745,14 @@ "id": "base", "label": "기준", "grade": "dCR-AAA", - "score": 0.18, + "score": 1.18, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AAA", - "score": 0.21, + "score": 1.21, "assumptions": { "scenarioStress": "moderate" } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -949,19 +949,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1028,17 +1028,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1107,7 +1107,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1116,7 +1116,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/413640.json b/landing/lenses/413640.json index b92b8a38cb3e294b5a26c91e0e3264ddb9e475b0..9dffe7679fd315fd90a84ce6e1bfe1e0e0f3f343 100644 --- a/landing/lenses/413640.json +++ b/landing/lenses/413640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/415380.json b/landing/lenses/415380.json index 13a20b006ea57f9c70bc9e17abf0dd46708c1ab0..90ee9e128edca91af7de4e0fa568a244f7c14d4d 100644 --- a/landing/lenses/415380.json +++ b/landing/lenses/415380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/415640.json b/landing/lenses/415640.json index 51d483ec2f12d7fbaa14582c1dc3560a55e90a89..001bb8a622daa9e3e40447cb6669167e02d0c54e 100644 --- a/landing/lenses/415640.json +++ b/landing/lenses/415640.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -333,7 +333,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/416180.json b/landing/lenses/416180.json index 1d86a030684409f009dce04ac46accacf0d1c02b..42c9f88899291451e9eba0a6cc5a8b67ff525276 100644 --- a/landing/lenses/416180.json +++ b/landing/lenses/416180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -551,18 +551,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 29.66, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 32.84, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,15 +745,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 29.66, + "grade": "dCR-BBB", + "score": 32.84, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 30.0, + "grade": "dCR-BBB", + "score": 33.24, "assumptions": { "scenarioStress": "moderate" } @@ -806,7 +806,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 7.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.34%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -960,19 +960,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -993,8 +993,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,17 +1039,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1118,7 +1118,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1127,7 +1127,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1369,12 +1369,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5cdc17f82c78", + "target": "416180", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/417010.json b/landing/lenses/417010.json index e0ca14f156f83a68809e088ac4784047708d2ba9..c4fdc1fa06d603fc1ad4e50a8f1a74eb624a09d8 100644 --- a/landing/lenses/417010.json +++ b/landing/lenses/417010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -498,18 +498,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 47.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 48.99, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -693,15 +693,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 47.58, + "grade": "dCR-B+", + "score": 48.99, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 48.36, + "score": 49.66, "assumptions": { "scenarioStress": "moderate" } @@ -717,11 +717,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -765,7 +760,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", @@ -785,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -912,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -945,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -958,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -978,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -998,10 +993,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1036,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1092,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1111,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,10 +1124,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1147,10 +1142,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1161,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1193,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417030.json b/landing/lenses/417030.json index 8056168bd9a1888b7fc7750cc34aa0f5963f3d16..d4e5016cc81003d467412711fb8fadfda0bd2c41 100644 --- a/landing/lenses/417030.json +++ b/landing/lenses/417030.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/417180.json b/landing/lenses/417180.json index e2714f65298e3584935d293fa6985a832c45985a..456656e4a0b5842b7fac765bc12398ad03af9366 100644 --- a/landing/lenses/417180.json +++ b/landing/lenses/417180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -733,7 +733,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -777,7 +777,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -873,10 +873,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -896,7 +896,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417200.json b/landing/lenses/417200.json index 0bef4ce033d622f25f1e7ffce7489aab82688d03..3e604465effba504996b204afad9128a22dc4edd 100644 --- a/landing/lenses/417200.json +++ b/landing/lenses/417200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -492,18 +492,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 32.22, 전망 부정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 33.69, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,12 +593,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,14 +687,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 32.22, + "score": 33.69, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 32.34, + "score": 33.79, "assumptions": { "scenarioStress": "moderate" } @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -899,10 +899,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1023,7 +1023,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1079,10 +1079,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1098,10 +1098,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417500.json b/landing/lenses/417500.json index 38dd2bab75aca4ca6d50f6719af730b2780d7ce7..b99f71039d829c558cf061c426554b48f693d8cb 100644 --- a/landing/lenses/417500.json +++ b/landing/lenses/417500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -561,18 +561,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 13.79, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 16.28, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,15 +756,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 13.79, + "grade": "dCR-A-", + "score": 16.28, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 15.34, + "grade": "dCR-A-", + "score": 17.93, "assumptions": { "scenarioStress": "moderate" } @@ -823,10 +823,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -841,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -968,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1014,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1057,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1167,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1208,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417790.json b/landing/lenses/417790.json index 54dc2f43b6275dc4b3bbeff8b853d7dec6543e21..a32c2fcccb9050544b27aff0a25b36878dbd36c3 100644 --- a/landing/lenses/417790.json +++ b/landing/lenses/417790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -719,7 +719,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -763,7 +763,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417840.json b/landing/lenses/417840.json index 5bdb261a68f8e7b8dc7e5a02a2b4ed7ee67fa8dd..d16b92b60eb138986b823f5be97cd0155c5c9f15 100644 --- a/landing/lenses/417840.json +++ b/landing/lenses/417840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417860.json b/landing/lenses/417860.json index 039272c13d7a104938d519a074d6116c08bc24b1..852faa292e8fed4d1acaffc55e7a4e681a90e7ec 100644 --- a/landing/lenses/417860.json +++ b/landing/lenses/417860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -588,14 +588,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -715,10 +715,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -734,8 +734,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -747,8 +747,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -765,10 +765,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -778,7 +778,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -787,7 +787,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -855,10 +855,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -874,10 +874,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417970.json b/landing/lenses/417970.json index 686a31d9a382c8cd8c85e207aa72707e78857e59..f2c43f1e817b9e3343785232aceb097c733bc5e2 100644 --- a/landing/lenses/417970.json +++ b/landing/lenses/417970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -825,7 +825,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418250.json b/landing/lenses/418250.json index a76fe3afa27e5af5f7552b23dded7ab6db5417f7..01e973c6deb0d958add7066ef9ebec78b2c64e88 100644 --- a/landing/lenses/418250.json +++ b/landing/lenses/418250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -555,14 +555,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -682,10 +682,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -770,10 +770,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -789,10 +789,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418420.json b/landing/lenses/418420.json index 78a59d35db60bbfbddc810b585437df5c61113aa..fd05ba53500cdc6bf369e4b0f3df0b823926b92d 100644 --- a/landing/lenses/418420.json +++ b/landing/lenses/418420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 107.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 119.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418470.json b/landing/lenses/418470.json index 7480d9302b66522a4bab4b6aadf71857418343c1..e4f88665e14bd8e562ad2b1336214ed8b096580d 100644 --- a/landing/lenses/418470.json +++ b/landing/lenses/418470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -713,7 +713,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -726,8 +726,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -757,7 +757,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -766,7 +766,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -834,10 +834,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -853,10 +853,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,10 +880,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -898,10 +898,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -912,7 +912,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -952,7 +952,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418550.json b/landing/lenses/418550.json index a80e5a35ee031925b5018c66f33788ebf013382c..7195476e2e639ad0168447f7acdc8bc16a2b4f13 100644 --- a/landing/lenses/418550.json +++ b/landing/lenses/418550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -593,14 +593,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -739,8 +739,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -770,10 +770,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -783,7 +783,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -792,7 +792,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -860,10 +860,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -879,10 +879,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418620.json b/landing/lenses/418620.json index 2aed5979335b8272a5f6ef3ae493998365111b90..6b08fb86cdddf60c1174fd9671c6192f255ba957 100644 --- a/landing/lenses/418620.json +++ b/landing/lenses/418620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 656.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 651.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419050.json b/landing/lenses/419050.json index f237b3434d1bacceed00316d6fd58219c9430f9e..0912bb2225dd5743ea833e0724561d8c16638715 100644 --- a/landing/lenses/419050.json +++ b/landing/lenses/419050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1011,8 +1011,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,10 +1064,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419080.json b/landing/lenses/419080.json index d44652489e52ab3a411362cc4c10cd86ab890e94..34452f9d0b4078d3af3398c22504dce9fabf95e0 100644 --- a/landing/lenses/419080.json +++ b/landing/lenses/419080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -711,14 +711,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -857,8 +857,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -870,8 +870,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -888,10 +888,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -901,7 +901,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -910,7 +910,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -997,10 +997,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1020,7 +1020,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419120.json b/landing/lenses/419120.json index bca1647685517cca8f80f03fd662004d43f78776..6d2ab5427afbdce9abd582dd54871e571079e2bd 100644 --- a/landing/lenses/419120.json +++ b/landing/lenses/419120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419530.json b/landing/lenses/419530.json index 5a836fde35cf07d1bf973db1bb164c62a15a1e45..eac87fe35514b99a452937e3a3eb2e13b81baf92 100644 --- a/landing/lenses/419530.json +++ b/landing/lenses/419530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -778,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -905,10 +905,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1085,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1104,10 +1104,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1337,7 +1337,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1355,15 +1355,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/419540.json b/landing/lenses/419540.json index f06ee1aa9ed690dbf1ae593353ec13d26b7fc6e8..e316b287e47a493ae2ac68d9abdd797efd07ef1e 100644 --- a/landing/lenses/419540.json +++ b/landing/lenses/419540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -440,14 +440,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -567,10 +567,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -586,7 +586,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -599,8 +599,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -619,8 +619,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -630,7 +630,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -639,7 +639,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -707,10 +707,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -726,10 +726,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/420570.json b/landing/lenses/420570.json index 4cb3b720794a3be4b68ce6fc5756be9092e2ce46..c5ffa055952f34edb5b08da25e5b15874a1d1257 100644 --- a/landing/lenses/420570.json +++ b/landing/lenses/420570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,10 +1035,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/420770.json b/landing/lenses/420770.json index 0849e05655d98488632ba8c61b78bab1edc6c00f..98a02284482b62d91cafda01e20a569df52e9474 100644 --- a/landing/lenses/420770.json +++ b/landing/lenses/420770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -719,8 +719,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,10 +750,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -763,7 +763,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424760.json b/landing/lenses/424760.json index fbcf1c39dd43311a838df429437baf590bea453d..b1d3aee65e7384785cec96ec934990865f9e75f8 100644 --- a/landing/lenses/424760.json +++ b/landing/lenses/424760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -719,8 +719,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,10 +750,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -763,7 +763,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424870.json b/landing/lenses/424870.json index 109694436376a42d63d49824f73e589f19f0e66b..98b367bc749a29ae285714f4d8621b5e1ff7db4e 100644 --- a/landing/lenses/424870.json +++ b/landing/lenses/424870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424960.json b/landing/lenses/424960.json index c155df24f74ff63eb862c95b29c5d45994fe9b9a..04674edefb4b43ab1985c7d0d866855d288e1c4d 100644 --- a/landing/lenses/424960.json +++ b/landing/lenses/424960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 23.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 26.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,10 +979,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424980.json b/landing/lenses/424980.json index 235566836eb5eab882e2995bb223aa909ebc9399..07bacff06f79e6d0a3920918f52be921aace1918 100644 --- a/landing/lenses/424980.json +++ b/landing/lenses/424980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -701,10 +701,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -720,7 +720,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -733,8 +733,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -753,8 +753,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -764,7 +764,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -773,7 +773,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -841,10 +841,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -860,10 +860,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -887,10 +887,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -925,7 +925,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/425040.json b/landing/lenses/425040.json index 7e76e0477b31a72b14f11220a0240a2ea9d30e9b..9fdb7a303e3a1afb78f930954298a5efb87f1ba1 100644 --- a/landing/lenses/425040.json +++ b/landing/lenses/425040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -832,7 +832,7 @@ "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -847,14 +847,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1007,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,10 +1060,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1098,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,10 +1200,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/425420.json b/landing/lenses/425420.json index 42736e256c4297d26662043a3d01d1b4c9eb0354..e3fcdce6222722b319b9af8ee872d7d1d0e9c78f 100644 --- a/landing/lenses/425420.json +++ b/landing/lenses/425420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -560,18 +560,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 10.10, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 10.26, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,12 +661,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,14 +704,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/425420/axes/채무상환능력", "status": "derived", - "detail": "위험점수 7.54, 가중치 25%" + "detail": "위험점수 7.18, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/425420/axes/자본구조", "status": "derived", - "detail": "위험점수 2.38, 가중치 20%" + "detail": "위험점수 3.06, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -756,14 +756,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 10.1, + "score": 10.26, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 10.86, + "score": 12.26, "assumptions": { "scenarioStress": "moderate" } @@ -791,25 +791,25 @@ "gradeHistory": [ { "period": "2026", - "score": 1.14, + "score": 1.89, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 4.97, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 5.06, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2024", - "score": 16.96, + "score": 17.63, "grade": "A-", "pdEstimate": 0.08 }, { "period": "2023", - "score": 1.15, + "score": 1.36, "grade": "AAA", "pdEstimate": 0.0 } @@ -846,14 +846,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -973,19 +973,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,17 +1052,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1097,7 +1097,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1125,13 +1125,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1140,7 +1140,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1199,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/429270.json b/landing/lenses/429270.json index 3364860eee92f5c6f31c193f1e3f1173eb7dea1f..bff33df52ab7137107ed90ef8b08a93e45d425e0 100644 --- a/landing/lenses/429270.json +++ b/landing/lenses/429270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -326,13 +326,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -487,14 +487,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -614,10 +614,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -646,8 +646,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -666,8 +666,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -686,7 +686,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -754,10 +754,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -773,10 +773,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -800,10 +800,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -814,7 +814,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -838,7 +838,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/430690.json b/landing/lenses/430690.json index a6e820ace624191cc57651062afe0f64ca2ff16c..5c17cd3de112d89fec728b5ce048ee4e66a3bcc1 100644 --- a/landing/lenses/430690.json +++ b/landing/lenses/430690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 79점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 10.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 11.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,8 +1306,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/431190.json b/landing/lenses/431190.json index dd8ef84bfba8ddd1536cbeee08942b47fef3aa7b..4585c4eab5d5c0ab2b58e2a61a7a32cd744fe61d 100644 --- a/landing/lenses/431190.json +++ b/landing/lenses/431190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -370,7 +370,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -389,7 +389,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -408,7 +408,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -427,7 +427,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -561,7 +561,7 @@ "divergenceExplanation": [ "현금흐름 축이 33점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -576,14 +576,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -703,10 +703,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -722,8 +722,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -735,8 +735,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -753,10 +753,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -766,7 +766,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -775,7 +775,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -843,10 +843,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -862,10 +862,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432430.json b/landing/lenses/432430.json index 4c43ab77a19195d547abcc6918ba66439b0a01ff..9e3c24ebf3f3ebb3d0d07a7f5d4f455bf16394db 100644 --- a/landing/lenses/432430.json +++ b/landing/lenses/432430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -681,14 +681,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -808,10 +808,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -854,7 +854,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -874,8 +874,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -896,8 +896,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -932,7 +932,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1007,10 +1007,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432470.json b/landing/lenses/432470.json index e6928f3169f4de1f5b11b8a3e84c80c628f28be0..bc79dbb43f3eb0dce1211d45f2cd7cd0b0686554 100644 --- a/landing/lenses/432470.json +++ b/landing/lenses/432470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -492,18 +492,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.26, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 33.54, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,15 +686,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 30.26, + "grade": "dCR-BB+", + "score": 33.54, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 30.47, + "grade": "dCR-BB+", + "score": 33.79, "assumptions": { "scenarioStress": "moderate" } @@ -747,12 +747,12 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 8.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -927,8 +927,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,17 +973,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1052,7 +1052,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1061,7 +1061,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,88 +1303,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2f20d28c9cc3", - "target": "432470", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-12", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-12", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/432720.json b/landing/lenses/432720.json index c29a278d68c8effccc3530db11f98172f1030e3a..cd425b22bf66dd02cec2699d3aeee9282a3dabbd 100644 --- a/landing/lenses/432720.json +++ b/landing/lenses/432720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -417,14 +417,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -544,10 +544,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -563,8 +563,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -594,10 +594,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -607,7 +607,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -616,7 +616,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -684,10 +684,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -703,10 +703,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -730,10 +730,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -744,7 +744,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -768,7 +768,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432980.json b/landing/lenses/432980.json index d24f35af07157e308145a2f627521b84b3b57c67..bb9806aecb2c4e44e0ba9100f2367cf40c875b75 100644 --- a/landing/lenses/432980.json +++ b/landing/lenses/432980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/434480.json b/landing/lenses/434480.json index b6fb4e0bd754bba88768e802c94d029208f17a3f..3a4cda0a0c2f2892546847a8de0ef6eed3d9eab4 100644 --- a/landing/lenses/434480.json +++ b/landing/lenses/434480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -771,14 +771,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -898,10 +898,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -944,7 +944,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -964,8 +964,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,10 +1097,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/435570.json b/landing/lenses/435570.json index f4a2aeba8258fb2fa07a6d677ceec1fd407b1a5f..ac1b08e3d880ece37e3257bb83368fc5514f917c 100644 --- a/landing/lenses/435570.json +++ b/landing/lenses/435570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -449,14 +449,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -576,10 +576,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -595,8 +595,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -608,8 +608,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -626,10 +626,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -639,7 +639,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -648,7 +648,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -735,10 +735,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -762,10 +762,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -800,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/437730.json b/landing/lenses/437730.json index 3c8680f3761891b27acc5509dc92513d16be7ba4..3e65e3c1e593e5e30e2160f315e7d1c1e1f8d9ec 100644 --- a/landing/lenses/437730.json +++ b/landing/lenses/437730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -551,18 +551,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 28.66, 전망 부정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 30.91, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,14 +746,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 28.66, + "score": 30.91, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 29.11, + "score": 31.36, "assumptions": { "scenarioStress": "moderate" } @@ -816,6 +816,7 @@ "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 9.43%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -831,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -958,19 +959,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -991,8 +992,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1004,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,17 +1038,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1058,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1082,7 +1083,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1116,7 +1117,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1125,7 +1126,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1138,10 +1139,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1157,10 +1158,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/438700.json b/landing/lenses/438700.json index 7079914b2d09b6ac5b0cf908f25a7e3564c2e951..a210aa9a286d83842fba230e6cc72f78f770600e 100644 --- a/landing/lenses/438700.json +++ b/landing/lenses/438700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -913,8 +913,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -926,8 +926,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -944,10 +944,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -957,7 +957,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -966,7 +966,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1053,10 +1053,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1076,7 +1076,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439090.json b/landing/lenses/439090.json index df4882192ff60ea3ef4c93454ed53034e10f2ebd..299faa12f7f85997ead296e18485094aa80f742b 100644 --- a/landing/lenses/439090.json +++ b/landing/lenses/439090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439260.json b/landing/lenses/439260.json index 16020f9f1536e4f103fa327ffb05d9a5e1e5a5c1..e9fc90f7a92aa65472930b844e32162d086fc4b8 100644 --- a/landing/lenses/439260.json +++ b/landing/lenses/439260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439580.json b/landing/lenses/439580.json index c5a012ecbeab6c90c8221c9b34957d15a3364f1d..8b0e6ed7d4b9648c411bbe5bc7593eb715f7827d 100644 --- a/landing/lenses/439580.json +++ b/landing/lenses/439580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 8.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 8.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439960.json b/landing/lenses/439960.json index df6a04b1c1d3e70c9639bd0d50cfc001351d98ec..3f9637f0e68f031df037aaec156ab501c22d29ea 100644 --- a/landing/lenses/439960.json +++ b/landing/lenses/439960.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/440110.json b/landing/lenses/440110.json index d3bdf8999efacd9fc6eb975d2f570094d7301b47..776bcfbfcb7e27f3f3df49b69b1fb650a866d39c 100644 --- a/landing/lenses/440110.json +++ b/landing/lenses/440110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -491,18 +491,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 46.26, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 52.36, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,15 +685,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 46.26, + "grade": "dCR-B+", + "score": 52.36, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 46.85, + "grade": "dCR-B+", + "score": 53.06, "assumptions": { "scenarioStress": "moderate" } @@ -746,11 +746,12 @@ "weightCoverage": 85.0 }, "eCR": "eCR-5", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 42.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -892,15 +893,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", @@ -918,8 +919,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -931,7 +932,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -951,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -963,17 +964,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +984,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1000,7 +1001,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1040,7 +1041,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1049,7 +1050,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1062,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1081,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1108,10 +1109,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1122,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1146,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/440290.json b/landing/lenses/440290.json index ef0b5a38d3dd87b632430a1b0e9f0272749aae35..f403ef19dbb3ef03d708ceff892f8454a899ba25 100644 --- a/landing/lenses/440290.json +++ b/landing/lenses/440290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -348,14 +348,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -475,10 +475,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -507,8 +507,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -527,8 +527,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -547,7 +547,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -615,10 +615,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -634,10 +634,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -657,7 +657,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/440320.json b/landing/lenses/440320.json index f677a1d63e463dc6a11f35f3cfda39add57e795c..f4c45a6e9f90dfea9b0af334399955e68f5c3b8f 100644 --- a/landing/lenses/440320.json +++ b/landing/lenses/440320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -417,13 +417,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -485,7 +485,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -504,7 +504,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -523,7 +523,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -542,7 +542,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,14 +695,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -822,10 +822,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -855,7 +855,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -868,7 +868,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -888,8 +888,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -910,8 +910,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -921,7 +921,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -946,7 +946,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1021,10 +1021,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1044,7 +1044,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/441270.json b/landing/lenses/441270.json index b3105a89c1a0fefbd7dcca458cfdb470d937f151..76bc65363bf4e83ba38ab732b95f3865809b38b6 100644 --- a/landing/lenses/441270.json +++ b/landing/lenses/441270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -559,18 +559,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 49.78, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 46.14, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,15 +754,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 49.78, + "grade": "dCR-BB-", + "score": 46.14, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 50.35, + "grade": "dCR-BB-", + "score": 46.75, "assumptions": { "scenarioStress": "moderate" } @@ -821,12 +821,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 4.0, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 72점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 10.21%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -843,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -970,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1003,7 +1002,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1016,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1057,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1094,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1169,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/443060.json b/landing/lenses/443060.json index a56febc4314fcbe29eb5347d57ce753b6c7be389..75b8e1ff743b07d277f4a60f673dfe114ac29325 100644 --- a/landing/lenses/443060.json +++ b/landing/lenses/443060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -694,19 +694,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -727,8 +727,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -773,17 +773,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -852,7 +852,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -861,7 +861,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -920,10 +920,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -934,7 +934,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -958,7 +958,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1210,12 +1210,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:72f7257c217b", + "target": "443060", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/443250.json b/landing/lenses/443250.json index 357426fb73f06bd5023ab60cf4a4f530d76de5eb..514df6867f4d31eaf4b7f526b3d76c2109bf608b 100644 --- a/landing/lenses/443250.json +++ b/landing/lenses/443250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1108,7 +1108,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1359,88 +1359,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:686b37cc821c", - "target": "443250", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.716 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/443670.json b/landing/lenses/443670.json index ad1ea1f72d3f55fa57a4ecb3e84545be1658bb7d..d2935aa8b91a17d0c7458096782db999a650aa40 100644 --- a/landing/lenses/443670.json +++ b/landing/lenses/443670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1108,7 +1108,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1406,88 +1406,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8d6570632392", - "target": "443670", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/444530.json b/landing/lenses/444530.json index 12681823037e69edff327d25b5813b97c64e1ee0..4b126f58505e7d39abdbccd897674c339df7d8c1 100644 --- a/landing/lenses/444530.json +++ b/landing/lenses/444530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -266,11 +266,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 1.76, + "value": 2.52, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.35, + "contribution": 0.5, "sourceRef": "axes.자본구조" } ], @@ -281,7 +281,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/444530/axes/자본구조", "status": "derived", - "detail": "위험점수 1.76, 가중치 20%" + "detail": "위험점수 2.52, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -355,7 +355,7 @@ "gradeHistory": [ { "period": "2026", - "score": 1.76, + "score": 2.52, "grade": "AAA", "pdEstimate": 0.0 } @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/444920.json b/landing/lenses/444920.json index 2cb0eaa3084b93b6e13098b4f7e41d7dbab73496..fe1e70b09899a1d10d95b58e3cc1d623c3e70b3e 100644 --- a/landing/lenses/444920.json +++ b/landing/lenses/444920.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-04-03", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-04-03", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-04-03", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/445090.json b/landing/lenses/445090.json index 6e6491c0be0642acbc3234dbfd5b0c5565d504ab..29448a64ac37b5366c30c542c8c6bfa95163eb76 100644 --- a/landing/lenses/445090.json +++ b/landing/lenses/445090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,14 +763,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -890,15 +890,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -923,8 +923,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -936,7 +936,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -956,8 +956,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -969,17 +969,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -989,7 +989,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1014,7 +1014,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1048,7 +1048,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1057,7 +1057,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1089,10 +1089,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,10 +1116,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1393,88 +1393,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9949fa8aeee7", - "target": "445090", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.707 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/445180.json b/landing/lenses/445180.json index 04570a9e98fa14123c8a023c5021a13d9df81ca3..7644b9692740ace2e3861cefca7f04fb4c5ab507 100644 --- a/landing/lenses/445180.json +++ b/landing/lenses/445180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/445680.json b/landing/lenses/445680.json index 12feba02f0655ed7d1ef731e35e626f2c7310339..4162b9a7486f03a8afd9e81572338d4aabb593f5 100644 --- a/landing/lenses/445680.json +++ b/landing/lenses/445680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -680,14 +680,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -807,10 +807,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -840,7 +840,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -895,8 +895,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -906,7 +906,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1006,10 +1006,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446070.json b/landing/lenses/446070.json index 232d8d9f1c944a4f239bbcafe0a9ce9ffbaed805..5d0a6661d8705505cf5e5f1c76e18e7547b3b623 100644 --- a/landing/lenses/446070.json +++ b/landing/lenses/446070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -593,14 +593,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -739,8 +739,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -770,10 +770,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -783,7 +783,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -792,7 +792,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -860,10 +860,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -879,10 +879,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446150.json b/landing/lenses/446150.json index c3e189c2b8c37bc0adcc2f7c989a90b75524d3b6..da1f4230db439039f74b9b6303d929e09a6059ea 100644 --- a/landing/lenses/446150.json +++ b/landing/lenses/446150.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-01-27", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-01-27", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-01-27", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/446540.json b/landing/lenses/446540.json index 788eee4f86084a7c15f471700f90f8d75c9cf392..fdb5dd15cd74e079275aeefab285321963947ad2 100644 --- a/landing/lenses/446540.json +++ b/landing/lenses/446540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446840.json b/landing/lenses/446840.json index 61ffe0e8fc1ac5c71f2a9ad08cb0ee8b0b377430..07076366316957cc907cdb57bbf0b78d7cc7aba2 100644 --- a/landing/lenses/446840.json +++ b/landing/lenses/446840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -312,13 +312,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -489,14 +489,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -616,10 +616,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -635,8 +635,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -648,8 +648,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -666,10 +666,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -679,7 +679,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -688,7 +688,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -756,10 +756,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -775,10 +775,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448280.json b/landing/lenses/448280.json index 6bb4817d27832afbacce75a337e976b6676776cc..5f7ba9392c9367084fcc02a0481198f23cd4621a 100644 --- a/landing/lenses/448280.json +++ b/landing/lenses/448280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448710.json b/landing/lenses/448710.json index d6eb37e830643eeb6f94f9180e575fa3d6d323b8..306af5955fb44b3b0f95b490c640fb64623bee21 100644 --- a/landing/lenses/448710.json +++ b/landing/lenses/448710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -556,14 +556,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -683,10 +683,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -702,8 +702,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -715,8 +715,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -733,10 +733,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -746,7 +746,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -755,7 +755,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -842,10 +842,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -865,7 +865,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448830.json b/landing/lenses/448830.json index 083a737fb004f8a7f9b065a9205138f73593aa85..cca01cf2d65a6701a32ae5fd008c858658d7ab2d 100644 --- a/landing/lenses/448830.json +++ b/landing/lenses/448830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023Q4", @@ -40,10 +40,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -226,6 +226,177 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "448830", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-10-18" + }, + "period": "2025", + "knowledgeBoundary": "2026-10-18" + }, + "status": "blocked", + "conclusion": { + "label": "등급 산출 불가", + "summary": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 2/4, 핵심지표 5/10)." + }, + "confidence": { + "level": "blocked", + "score": 45.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.유동성", + "label": "유동성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.0, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 8.68, + "unit": "riskScore", + "direction": "negative", + "weight": 20, + "contribution": 1.74, + "sourceRef": "axes.자본구조" + } + ], + "claims": [], + "evidence": [ + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/448830/axes/자본구조", + "status": "derived", + "detail": "위험점수 8.68, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/448830/axes/유동성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/448830/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.채무상환능력", + "status": "missing", + "reason": "채무상환능력 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.채무상환능력" + }, + { + "id": "credit.axis.현금흐름", + "status": "missing", + "reason": "현금흐름 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.현금흐름" + }, + { + "id": "credit.axis.사업안정성", + "status": "missing", + "reason": "사업안정성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.사업안정성" + }, + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + }, + { + "id": "credit.calibration", + "status": "blocked", + "reason": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 2/4, 핵심지표 5/10).", + "sourceRef": "blockedReason" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": null, + "score": null, + "assumptions": {} + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.자본구조" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory" + ], + "gradeHistory": [ + { + "period": "2025", + "score": 0.78, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2024", + "score": 0.77, + "grade": "AAA", + "pdEstimate": 0.0 + } + ], + "coverage": { + "validAxes": 3, + "totalAxes": 7, + "validWeight": 45.0, + "totalWeight": 100.0, + "weightCoverage": 45.0 + }, + "eCR": null, + "pdEstimate": null, + "notchAdjustment": null, + "divergenceExplanation": [] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -236,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -358,10 +529,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-12-17", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -390,7 +561,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-12-17", "period": null, "status": "derived", @@ -410,7 +581,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-12-17", "period": null, "status": "observed", @@ -498,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -517,10 +688,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -544,10 +715,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -562,10 +733,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -576,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -600,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -616,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -790,7 +961,7 @@ }, "statusCounts": { "partial": 3, - "blocked": 1 + "blocked": 2 }, "gaps": [ { @@ -822,9 +993,39 @@ "engine": "analysis" }, { - "engine": "credit", + "id": "credit.axis.채무상환능력", + "status": "missing", + "reason": "채무상환능력 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.채무상환능력", + "engine": "credit" + }, + { + "id": "credit.axis.현금흐름", + "status": "missing", + "reason": "현금흐름 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.현금흐름", + "engine": "credit" + }, + { + "id": "credit.axis.사업안정성", + "status": "missing", + "reason": "사업안정성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.사업안정성", + "engine": "credit" + }, + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" + }, + { + "id": "credit.calibration", "status": "blocked", - "reason": "RuntimeError: 데이터 다운로드 실패 (448830, 정기보고서 데이터): HTTP Error 404: Not Found\n\n • 인터넷 연결을 확인하세요\n • 해당 종목이 dartlab 데이터셋에 포함되어 있는지 확인하세요\n → DART: 한국 상장기업 ~2,700개 / EDGAR: 미국 상장기업 ~970개\n • DART API " + "reason": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 2/4, 핵심지표 5/10).", + "sourceRef": "blockedReason", + "engine": "credit" }, { "id": "industry.position", diff --git a/landing/lenses/448900.json b/landing/lenses/448900.json index 77632139a4614237f278459f328378266407daf4..1b493fa7705c1eb110963a3dcd4aaf037318cf26 100644 --- a/landing/lenses/448900.json +++ b/landing/lenses/448900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450050.json b/landing/lenses/450050.json index a37ead75a571b5f0b87756248ce61901058d135b..ee93e2d944c77a6981b808869865f89d23b1a261 100644 --- a/landing/lenses/450050.json +++ b/landing/lenses/450050.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-28", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-28", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-28", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/450080.json b/landing/lenses/450080.json index 845f221a09fde582c5cad03b7150a7e20de922fc..99810185abd9304d622214e20a803d0bb59f9c45 100644 --- a/landing/lenses/450080.json +++ b/landing/lenses/450080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -238,13 +238,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -306,7 +306,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -325,7 +325,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -344,7 +344,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -363,7 +363,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -509,7 +509,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.95%). 최근 주가 하락이 반영된 결과", "D/EBITDA 25.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -526,14 +526,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -667,8 +667,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -680,8 +680,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -698,10 +698,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -711,7 +711,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -720,7 +720,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -788,10 +788,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -807,10 +807,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -834,10 +834,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -852,10 +852,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -866,7 +866,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450140.json b/landing/lenses/450140.json index e66976fc158860987bd2870babd384e98d547ae0..044395ca2d984ff6ab0dd5b24972faf1a7abc96b 100644 --- a/landing/lenses/450140.json +++ b/landing/lenses/450140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -40,10 +40,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -143,7 +143,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -184,7 +184,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -225,7 +225,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -266,7 +266,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -810,7 +810,7 @@ "divergenceExplanation": [ "채무상환능력 축이 76점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 153.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 142.78%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -826,14 +826,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-12-12", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-12-12", "period": "2025", "status": "derived", @@ -1034,9 +1034,9 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025-12-12", "period": "2025", "status": "observed", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,10 +1174,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1192,10 +1192,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450330.json b/landing/lenses/450330.json index ae84f2c297d70f9fd0ef9ac2f9936fb9d717aea7..f82f7b466bb931d5eb5effcdf6dd8ad89e91ee7b 100644 --- a/landing/lenses/450330.json +++ b/landing/lenses/450330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -558,7 +558,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -700,19 +700,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -733,8 +733,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -779,17 +779,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -799,7 +799,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -858,7 +858,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -867,7 +867,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -899,10 +899,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450520.json b/landing/lenses/450520.json index d0d731514104668a3762b9062dfef6a511baf6ed..f8a2690a5dc02face19d95c05a4625f3a6af3e2a 100644 --- a/landing/lenses/450520.json +++ b/landing/lenses/450520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450940.json b/landing/lenses/450940.json index 1149554cea9be3f1f4d164f32c0802b3d0b27d4f..eeead4b24669390d841e20626c9392a91d53ee63 100644 --- a/landing/lenses/450940.json +++ b/landing/lenses/450940.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-04", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-04", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-04", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/450950.json b/landing/lenses/450950.json index 6615fed14eb3005ec085e0674b7c258df1ad7ad1..ae84b9d08f49bb3b5ef31df347865fd289deb4c7 100644 --- a/landing/lenses/450950.json +++ b/landing/lenses/450950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -566,14 +566,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -693,15 +693,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -726,8 +726,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -772,17 +772,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -792,7 +792,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -817,7 +817,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -845,13 +845,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -860,7 +860,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -873,10 +873,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -892,10 +892,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -915,7 +915,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1115,12 +1115,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:44b8e3327be8", + "target": "450950", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/451220.json b/landing/lenses/451220.json index aaa5699f8f1a3d27be0f9bfca6596e2e900a7686..6c429ed49b54edacb06be0d0235e159a8de06a0b 100644 --- a/landing/lenses/451220.json +++ b/landing/lenses/451220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,14 +771,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -898,15 +898,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -931,8 +931,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -944,7 +944,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -964,8 +964,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -977,17 +977,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -997,7 +997,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1050,13 +1050,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1065,7 +1065,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1097,10 +1097,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,12 +1307,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0c13429e054d", + "target": "451220", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2024", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/451250.json b/landing/lenses/451250.json index 31494b715d0a1f95597049c86b2f5151c6e45b10..73fac53d28bfb2463aaf86e830071295af3e81cc 100644 --- a/landing/lenses/451250.json +++ b/landing/lenses/451250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -820,14 +820,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -947,19 +947,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -980,8 +980,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1026,17 +1026,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1046,7 +1046,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1105,7 +1105,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1114,7 +1114,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/451700.json b/landing/lenses/451700.json index 89c21124945aa3faa8a4aa54a0250e96c9036f6e..ddd7521af72db84bc738f289adceeac9ed3cf7e9 100644 --- a/landing/lenses/451700.json +++ b/landing/lenses/451700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -316,13 +316,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -493,14 +493,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -615,10 +615,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-05-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -647,7 +647,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-05-15", "period": null, "status": "derived", @@ -667,7 +667,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-05-15", "period": null, "status": "observed", @@ -755,10 +755,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -774,10 +774,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -801,10 +801,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -819,10 +819,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -857,7 +857,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -873,7 +873,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/451760.json b/landing/lenses/451760.json index 47a3426c6408a10c2db843f4535ea77fc0d07d2e..8caaeb76755ab8f68426434bce9ff475678aef5b 100644 --- a/landing/lenses/451760.json +++ b/landing/lenses/451760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -491,18 +491,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 34.35, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 34.75, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -523,11 +523,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 6.46, + "value": 7.86, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 1.29, + "contribution": 1.57, "sourceRef": "axes.자본구조" }, { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,12 +592,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/451760/axes/자본구조", "status": "derived", - "detail": "위험점수 6.46, 가중치 20%" + "detail": "위험점수 7.86, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -686,14 +686,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 34.35, + "score": 34.75, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 34.82, + "score": 35.31, "assumptions": { "scenarioStress": "moderate" } @@ -721,19 +721,19 @@ "gradeHistory": [ { "period": "2026", - "score": 2.84, - "grade": "AAA", - "pdEstimate": 0.0 + "score": 3.59, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2025", - "score": 42.18, + "score": 42.74, "grade": "BB-", "pdEstimate": 2.5 }, { "period": "2024", - "score": 36.06, + "score": 36.52, "grade": "BB+", "pdEstimate": 0.75 } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -892,19 +892,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1050,7 +1050,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1059,7 +1059,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452160.json b/landing/lenses/452160.json index 85d7cd6840f7ceb16db9e75708ba7e5b4cd0aad5..0cf8c3eb9105d3ab8fb6f2f3f6dfb2bc86e43cf7 100644 --- a/landing/lenses/452160.json +++ b/landing/lenses/452160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,7 +817,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.43%). 최근 주가 하락이 반영된 결과", "D/EBITDA 113.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -961,19 +961,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -994,8 +994,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1027,8 +1027,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1040,17 +1040,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1085,7 +1085,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1119,7 +1119,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1128,7 +1128,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1141,10 +1141,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1160,10 +1160,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1370,88 +1370,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:06c53ce7eed2", - "target": "452160", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/452190.json b/landing/lenses/452190.json index ccb0731eaa79faedd54bd42b8a158e22c183f712..0facfac6aee485320d8bd3d55d9d7c1c80dc242c 100644 --- a/landing/lenses/452190.json +++ b/landing/lenses/452190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -927,8 +927,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,17 +973,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1046,13 +1046,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1061,7 +1061,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452200.json b/landing/lenses/452200.json index 2226d3ab14217cc810583f1b3b029a7e9c86eb3f..21bebf26d037f9f521863fca1c52c0b16d1ef4de 100644 --- a/landing/lenses/452200.json +++ b/landing/lenses/452200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452260.json b/landing/lenses/452260.json index a61cba53456f71bbb0cfd1b333478fce9bae3039..017cf19a3f8d6cff1587b08cfe2118c1b0971809 100644 --- a/landing/lenses/452260.json +++ b/landing/lenses/452260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -984,8 +984,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,10 +1036,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1066,7 +1066,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,10 +1174,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1192,10 +1192,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452280.json b/landing/lenses/452280.json index b7f837e6f366d407dc1d337aed147dd16f96e71f..145d265aef820aaca10ca3aaa4a4c37a873b74bf 100644 --- a/landing/lenses/452280.json +++ b/landing/lenses/452280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -565,7 +565,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452300.json b/landing/lenses/452300.json index a1597e693c9d38273e29911ca73ffca125ba1e92..6e7fffe37061aa35600fddd09d4b2c013d5d193c 100644 --- a/landing/lenses/452300.json +++ b/landing/lenses/452300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -367,14 +367,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -676,7 +676,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452400.json b/landing/lenses/452400.json index 6fd7e4ac9f8e325327aac384807b31695951d3d2..e28998d52f247b4dba2941ba30abd30225998cfe 100644 --- a/landing/lenses/452400.json +++ b/landing/lenses/452400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452430.json b/landing/lenses/452430.json index a0b13974452613049c10539ea528475feff786fd..2f9a0ac4340a8dc078d95bc8273c5b1da539497b 100644 --- a/landing/lenses/452430.json +++ b/landing/lenses/452430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452450.json b/landing/lenses/452450.json index 8201c1da9479f020042b3356907c83a1b55fa8e9..d45ba4ff5e2ee00524cec4fc468e7dd177ad76be 100644 --- a/landing/lenses/452450.json +++ b/landing/lenses/452450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452670.json b/landing/lenses/452670.json index 09b1031fe4d5dab5807ae90d14199e765df7f776..f6641356bf71dd96352f05bd2c92cbcff65135b4 100644 --- a/landing/lenses/452670.json +++ b/landing/lenses/452670.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-04-20", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-04-20", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-04-20", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/452980.json b/landing/lenses/452980.json index 20f53f72872707eec49ed4a74617aa8b80cff3f6..665439b5d89eeddbbb25b7f320fe5819a1484ae1 100644 --- a/landing/lenses/452980.json +++ b/landing/lenses/452980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-05-06", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-05-06", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-05-06", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/453340.json b/landing/lenses/453340.json index 0b7ad1a18dae02ee9a7d690009f5150c0bce457e..0c52ddbc33ec2af2f1abd91f9993275f83144ea8 100644 --- a/landing/lenses/453340.json +++ b/landing/lenses/453340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -962,10 +962,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1008,7 +1008,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1028,8 +1028,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1061,7 +1061,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/453450.json b/landing/lenses/453450.json index 0c95ed8555e34cf31d5f5c192f4296f82f52cb13..9c921c498ee8594803180d2931fac947b729b451 100644 --- a/landing/lenses/453450.json +++ b/landing/lenses/453450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -570,14 +570,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -697,19 +697,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -730,8 +730,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -743,7 +743,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -763,8 +763,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -776,17 +776,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -796,7 +796,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -821,7 +821,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -855,7 +855,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -864,7 +864,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -896,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -914,10 +914,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -932,10 +932,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -946,7 +946,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -962,7 +962,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -978,7 +978,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1260,12 +1260,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:dc18443a5249", + "target": "453450", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/453860.json b/landing/lenses/453860.json index ab66160de2b1e3fec7a28874191c4853ec60e0fe..2acabae13fa47a9ad593926fcdedefad24c7fc4f 100644 --- a/landing/lenses/453860.json +++ b/landing/lenses/453860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/454910.json b/landing/lenses/454910.json index 24f1cec30779d73346f37e6b002c95a8df4ffe05..80edf9e2dfe4424e598ff3bf9087fd6df8869b1b 100644 --- a/landing/lenses/454910.json +++ b/landing/lenses/454910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -679,14 +679,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -806,10 +806,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -825,7 +825,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -838,8 +838,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -858,8 +858,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -869,7 +869,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -878,7 +878,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -946,10 +946,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -965,10 +965,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -988,7 +988,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455180.json b/landing/lenses/455180.json index 359e919719e3e1253417b4aa708e4d3c4432bdf0..9acfae2d6161f05097a65c52fb12f604e0bf86e0 100644 --- a/landing/lenses/455180.json +++ b/landing/lenses/455180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -527,8 +527,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -558,10 +558,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -685,10 +685,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -703,10 +703,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455250.json b/landing/lenses/455250.json index c7dea2658c0a6cdc5953bde9ca280d516fe4411a..6f66dd4648136638a1a89ec36163916db529b810 100644 --- a/landing/lenses/455250.json +++ b/landing/lenses/455250.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-27", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-27", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-01-27", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/455310.json b/landing/lenses/455310.json index 6bd3e1673acd48faf983d74fe371c0855a6d1221..8e4ca46e6803e1da6221e63c2ed736e4644cc0ce 100644 --- a/landing/lenses/455310.json +++ b/landing/lenses/455310.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-04-14", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-04-14", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-04-14", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/455900.json b/landing/lenses/455900.json index c51279d9b485594c98e890eeb7a91d533f124ea5..61881790cafbe83867818b678eacfda8606e6858 100644 --- a/landing/lenses/455900.json +++ b/landing/lenses/455900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -403,14 +403,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -530,10 +530,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -549,8 +549,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -580,10 +580,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -602,7 +602,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,10 +689,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455910.json b/landing/lenses/455910.json index 01307f1b65b3f0da4244a9c2fdf508dd8d96afbf..fe038879dca9aeee7229274cf353ea8bdb0d5ac1 100644 --- a/landing/lenses/455910.json +++ b/landing/lenses/455910.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-03", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-03", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-03-03", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/456010.json b/landing/lenses/456010.json index d01f387b779da60ceba098d74012639a6c4555f0..5de87d1b4cfdc2455721407d3f3f7c41b3891a9c 100644 --- a/landing/lenses/456010.json +++ b/landing/lenses/456010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -304,13 +304,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -493,14 +493,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -620,10 +620,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -639,8 +639,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -652,8 +652,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -670,10 +670,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -683,7 +683,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -692,7 +692,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -760,10 +760,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -779,10 +779,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456040.json b/landing/lenses/456040.json index 1f12b6b3bcb0a6ddedbabe884e565b86936b054e..7234afaca4138a06d8a1c4a60a6dbecc7563d9c4 100644 --- a/landing/lenses/456040.json +++ b/landing/lenses/456040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,10 +1175,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1193,10 +1193,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456070.json b/landing/lenses/456070.json index c4eae466ad01110233082f4ac60f81e80c05f676..a018b422fae1cbf50e53e5684031866eb0db403f 100644 --- a/landing/lenses/456070.json +++ b/landing/lenses/456070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456160.json b/landing/lenses/456160.json index 3aceff8775de5bc92e9ccd29c56870de69a91624..e3cfdb12c96efb8e0a08264e3af0242fbcd7a1dc 100644 --- a/landing/lenses/456160.json +++ b/landing/lenses/456160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456490.json b/landing/lenses/456490.json index dae6b8ace70eea04c20ecac97301f78701780b21..d4d5f76fe460f40491b1de48bb58464984399465 100644 --- a/landing/lenses/456490.json +++ b/landing/lenses/456490.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-02-09", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-02-09", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-02-09", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/457190.json b/landing/lenses/457190.json index ff9765f48df93343f87347201d781f60c9b1f3f9..2a78c89319266016321ade1d5698c3154d5d6983 100644 --- a/landing/lenses/457190.json +++ b/landing/lenses/457190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -731,8 +731,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -751,8 +751,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -771,7 +771,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -839,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -858,10 +858,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -876,10 +876,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -894,10 +894,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -908,7 +908,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -940,7 +940,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457370.json b/landing/lenses/457370.json index 2f6f4daa28662da5a4e4814c20ed75c206275a72..fcef0b87a3f2114158b41d4b1d23d99e2b9b0796 100644 --- a/landing/lenses/457370.json +++ b/landing/lenses/457370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457550.json b/landing/lenses/457550.json index fa7bb4b2d04b97334a677a7a76e2087cb1e0016a..cf309c2f698700ecf56808e0001d52356ab8b253 100644 --- a/landing/lenses/457550.json +++ b/landing/lenses/457550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-01", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-01", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457600.json b/landing/lenses/457600.json index 83f2488d4c26d79142f2df5cd9064973a84cc8e7..6ad5519498fafcd037386284075488e210d8abaf 100644 --- a/landing/lenses/457600.json +++ b/landing/lenses/457600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457630.json b/landing/lenses/457630.json index c5ee15a07ebbf4abefd5a190bfa48fecc03e5019..c2bf129dc1d86957eec89fdbc50dadfbb21bcadb 100644 --- a/landing/lenses/457630.json +++ b/landing/lenses/457630.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-04-14", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-04-14", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-04-14", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/457940.json b/landing/lenses/457940.json index f4a9278b6914e5350f4c7174000d76188f725b47..76becdc4faa3717ff55339ea67e3021fac069ae0 100644 --- a/landing/lenses/457940.json +++ b/landing/lenses/457940.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-03-13", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-03-13", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-03-13", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/458350.json b/landing/lenses/458350.json index bf338075e15c006cb8be64f8a5e8da7fcd5d381e..038c2b8f5bcae5248266d88d97f4292983e2fec7 100644 --- a/landing/lenses/458350.json +++ b/landing/lenses/458350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/458610.json b/landing/lenses/458610.json index 3c1c9f8abc370764e020d330cbea4c67ee5d3436..4f22b5310c708fe7fbf3e9d95c8012f298d00f27 100644 --- a/landing/lenses/458610.json +++ b/landing/lenses/458610.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-04-02", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-04-02", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-04-02", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/458650.json b/landing/lenses/458650.json index b45950855850c10123da1cc27533b939176a4c06..db2caf6d230b3e520664119c51f955d521b029dd 100644 --- a/landing/lenses/458650.json +++ b/landing/lenses/458650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/458870.json b/landing/lenses/458870.json index e078e046ef86fe88a8a37df0ec4ba0f0e4eba55d..2c7981fe14f12eacae4d024ba4fe5568929a815b 100644 --- a/landing/lenses/458870.json +++ b/landing/lenses/458870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459100.json b/landing/lenses/459100.json index 44dae90c470d9e3eedbed4cc5475042ef34df470..72b1d7999a4472dc55c8d8369126668a18aac30f 100644 --- a/landing/lenses/459100.json +++ b/landing/lenses/459100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459510.json b/landing/lenses/459510.json index c9a70d53e7a9e14c1042995238f68c7e2d66374c..14dfdf72fd66ec5e940949cdc747b80279a1f731 100644 --- a/landing/lenses/459510.json +++ b/landing/lenses/459510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459550.json b/landing/lenses/459550.json index 8b3693effa8f63aa8e84be457cedc24cc36ac5cc..13344b8ab8e498677040ae69aa4e832ed7c1d160 100644 --- a/landing/lenses/459550.json +++ b/landing/lenses/459550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460470.json b/landing/lenses/460470.json index 05f1e1dceeb93ed955624d02712b5a692871cbe3..3ae903f375f2b0655d1f69bc3f3300231fefd548 100644 --- a/landing/lenses/460470.json +++ b/landing/lenses/460470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460850.json b/landing/lenses/460850.json index 1a784059b1366bcc764b2591379cc1fd82feed61..0f02d6790d63843a1bd3fca036d9466770cb1bd2 100644 --- a/landing/lenses/460850.json +++ b/landing/lenses/460850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -304,13 +304,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -372,7 +372,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -391,7 +391,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -410,7 +410,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -429,7 +429,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,14 +584,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -711,10 +711,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -730,8 +730,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -743,8 +743,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -761,10 +761,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -774,7 +774,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -783,7 +783,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460860.json b/landing/lenses/460860.json index 139d05c34c995cd3800bb65880231ad89ddac170..5ad509201f05413ec218125e498310e0de79b4e9 100644 --- a/landing/lenses/460860.json +++ b/landing/lenses/460860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -717,8 +717,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -748,10 +748,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -761,7 +761,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -857,10 +857,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,7 +880,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460870.json b/landing/lenses/460870.json index 27b6fcb48a6563e1a9d622858711d7b9494c0d79..53ab13630cf342cb6ed9de9c613b0d99bc8ee980 100644 --- a/landing/lenses/460870.json +++ b/landing/lenses/460870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460930.json b/landing/lenses/460930.json index e75103bfc85f70a5d3226c1ca21125b3f7ba38bc..7fb81c7cfb3a02daeba82f48e7e5d5978a140119 100644 --- a/landing/lenses/460930.json +++ b/landing/lenses/460930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,10 +1175,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/460940.json b/landing/lenses/460940.json index c0d6a037605d684bd3129d461645a3d4398ca091..c9f2aa0ac477ba9ae5bbe8e8807359e04e3e324f 100644 --- a/landing/lenses/460940.json +++ b/landing/lenses/460940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/461030.json b/landing/lenses/461030.json index 290233b269a06b8f8834589087fcc30e6396c899..65998d735c67d267308f3df7d59ba7e050abb021 100644 --- a/landing/lenses/461030.json +++ b/landing/lenses/461030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/461300.json b/landing/lenses/461300.json index 5dcb4b698aa2dff52e154afd778db17c0de3c3c8..c69a3037688db133c840fe58ea3da37db6663c57 100644 --- a/landing/lenses/461300.json +++ b/landing/lenses/461300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462020.json b/landing/lenses/462020.json index 9eb1122d608e323db60ce36b2bfab71fd0661a75..88696600d8ad9307b2fd29ad32f1ed76bf31abdf 100644 --- a/landing/lenses/462020.json +++ b/landing/lenses/462020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-05-18", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-05-18", "period": null, "status": "derived", @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-05-18", "period": null, "status": "observed", @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462310.json b/landing/lenses/462310.json index f69bfcb96a5ea55909e993c1581740f835c2868a..358ff71a21b6e0fb7d77d7aa4b36f1238081a7af 100644 --- a/landing/lenses/462310.json +++ b/landing/lenses/462310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462350.json b/landing/lenses/462350.json index 2ee279bf600a22228f71e2667581d5981bf519cd..4037a49e148aa8524f95fb929f32d02a0c27606c 100644 --- a/landing/lenses/462350.json +++ b/landing/lenses/462350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -418,18 +418,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 33.23, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 35.48, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -486,7 +486,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -505,7 +505,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -524,7 +524,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -543,7 +543,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,14 +613,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 33.23, + "score": 35.48, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 33.36, + "score": 35.61, "assumptions": { "scenarioStress": "moderate" } @@ -692,14 +692,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -819,15 +819,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -852,8 +852,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -865,7 +865,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -885,8 +885,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -898,17 +898,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -918,7 +918,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -943,7 +943,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -977,7 +977,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -986,7 +986,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1018,10 +1018,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1041,7 +1041,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,88 +1228,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ea379c16874c", - "target": "462350", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/462510.json b/landing/lenses/462510.json index 2de6080406794efe82a90816e2e2918367298001..2c8491311d29d412b04edffa0e01019b8304423f 100644 --- a/landing/lenses/462510.json +++ b/landing/lenses/462510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462520.json b/landing/lenses/462520.json index fb4757581d6b0c4b40140141d45e97c2a0e8bcd2..83be9cb4f2b17f2499db0d2d169ac526e17999db 100644 --- a/landing/lenses/462520.json +++ b/landing/lenses/462520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -957,10 +957,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -990,8 +990,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1043,10 +1043,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1056,7 +1056,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462860.json b/landing/lenses/462860.json index 8058129de9ea9c6b5b536602f0c27fd051bb30ad..bd88741ad47a3b432610cc93c1abc3ecb5c8fcad 100644 --- a/landing/lenses/462860.json +++ b/landing/lenses/462860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -587,10 +587,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -606,8 +606,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -619,8 +619,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -637,10 +637,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -650,7 +650,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -659,7 +659,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -727,10 +727,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -746,10 +746,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -773,10 +773,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -791,10 +791,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -805,7 +805,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -829,7 +829,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -845,7 +845,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462870.json b/landing/lenses/462870.json index 4bda01da9ed318e44987d8e0a33c37953c6eb2e4..839e4db95a4840eb47365ec4dfd504f5e0f92cd2 100644 --- a/landing/lenses/462870.json +++ b/landing/lenses/462870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462980.json b/landing/lenses/462980.json index e38709b6dc450ce28840d804c0385fa01eb8afa6..5137e8ca16173f2c3be89ec4e3f6e107db308081 100644 --- a/landing/lenses/462980.json +++ b/landing/lenses/462980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -609,8 +609,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -622,8 +622,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -640,10 +640,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -653,7 +653,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -662,7 +662,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -772,7 +772,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/463020.json b/landing/lenses/463020.json index e1bb668825637430d625d1bce568904f98af4fe6..23a094ca0604818ee800008264f48ec608866732 100644 --- a/landing/lenses/463020.json +++ b/landing/lenses/463020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/463480.json b/landing/lenses/463480.json index cf9f311d87ca104449bdff41c51ef81c9eff9df0..afd02ed149e45024882fde7fce4ab44eb8c688ae 100644 --- a/landing/lenses/463480.json +++ b/landing/lenses/463480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -596,7 +596,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -629,8 +629,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -640,7 +640,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464080.json b/landing/lenses/464080.json index e1723589ce7ef0986d0b0b42fe832613c9e24f18..a5b96671847e3420f0b5229b616d7a90a079aaaf 100644 --- a/landing/lenses/464080.json +++ b/landing/lenses/464080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464280.json b/landing/lenses/464280.json index 7fbcbb4c55a55e31f2e17878ea945f08dadcda72..11b9333de827cbe89c5ef575320ffcaef22c0ee5 100644 --- a/landing/lenses/464280.json +++ b/landing/lenses/464280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464440.json b/landing/lenses/464440.json index 9ab9786df74ef960c3ba5dbfbf0f300f1833d567..42358839e184ee51b8acebefdccba919a9cefb56 100644 --- a/landing/lenses/464440.json +++ b/landing/lenses/464440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-17", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-17", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-17", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464490.json b/landing/lenses/464490.json index 1587dd81bdaafa7b879a043ef4a794028c4a433a..922b46c9d19d4da3a195ac6bef743784b0277beb 100644 --- a/landing/lenses/464490.json +++ b/landing/lenses/464490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -97,7 +97,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -119,7 +119,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024Q4", "status": "derived", @@ -140,7 +140,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024Q4", "status": "derived", @@ -391,13 +391,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -562,14 +562,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -689,19 +689,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -722,8 +722,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -735,7 +735,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -755,8 +755,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -768,17 +768,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -788,7 +788,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -813,7 +813,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -847,7 +847,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -856,7 +856,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -869,10 +869,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -888,10 +888,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -911,7 +911,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464500.json b/landing/lenses/464500.json index 3b81a0cb1c734d06239bf3dc64fe2a5db7ee03c1..51ee58ffeac8d5a877b0743a4fd39a3516e149c2 100644 --- a/landing/lenses/464500.json +++ b/landing/lenses/464500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -569,14 +569,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -696,19 +696,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -729,8 +729,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -742,7 +742,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -762,8 +762,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -775,17 +775,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -820,7 +820,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -854,7 +854,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -863,7 +863,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,10 +922,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -960,7 +960,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464580.json b/landing/lenses/464580.json index 9591456e3ba0d2acad952217e0146826808d55af..995b53b5d3624588f7436ecf01535c9f82d5147f 100644 --- a/landing/lenses/464580.json +++ b/landing/lenses/464580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464680.json b/landing/lenses/464680.json index 69c898fb51e04f1d37fc611b23487961b13ffc10..803981f66da1def91d6563fe9be8ff1718415691 100644 --- a/landing/lenses/464680.json +++ b/landing/lenses/464680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-08", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-08", "period": null, "status": "derived", @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-08", "period": null, "status": "observed", @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465320.json b/landing/lenses/465320.json index 8df55bfb7ddce653674e82535ba65dc25a085b76..cad9ca80c16d84beca7ed8861866cefa8eb5b4a8 100644 --- a/landing/lenses/465320.json +++ b/landing/lenses/465320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-14", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-14", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-14", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465480.json b/landing/lenses/465480.json index bfa473fce78e7ef7941295ed31a89a116c4aee80..db4d55fade57ebee3d68ff56c5d3c9aa8593cac0 100644 --- a/landing/lenses/465480.json +++ b/landing/lenses/465480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465770.json b/landing/lenses/465770.json index 250d9c3c61ea15fd88e1bb0eb2bd413a645cddac..f2bf3fee1c137418d7927b4ed6776a400f51eedc 100644 --- a/landing/lenses/465770.json +++ b/landing/lenses/465770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -770,14 +770,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -930,7 +930,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -943,7 +943,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -963,8 +963,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -985,8 +985,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -996,7 +996,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1077,10 +1077,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1096,10 +1096,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,10 +1114,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466100.json b/landing/lenses/466100.json index 6a86f13c0ed2bacfb2db67da9dc3b5c39926a63f..90f8b129d4cb0e1e4c50d945eefc370a90a15d92 100644 --- a/landing/lenses/466100.json +++ b/landing/lenses/466100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466410.json b/landing/lenses/466410.json index 8b8fd1003d1dc92e596bab94a0373e9fa2b3bd93..1145614c488f6566ff15276cbaa0a2682a0fc4f9 100644 --- a/landing/lenses/466410.json +++ b/landing/lenses/466410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466690.json b/landing/lenses/466690.json index 1dafbb170434464de6405667bd9f7782a961c55c..22fb16dac67e0e08176d956da53967fb5faf1540 100644 --- a/landing/lenses/466690.json +++ b/landing/lenses/466690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466910.json b/landing/lenses/466910.json index 85cd67762bc3b157341c3aa56088de85ff8db223..5ab00e27b713b901d7c5d7c43dec4ae5c7a0461d 100644 --- a/landing/lenses/466910.json +++ b/landing/lenses/466910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -42,10 +42,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025Q4", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -411,14 +411,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -533,10 +533,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-04-22", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -565,7 +565,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-04-22", "period": null, "status": "derived", @@ -585,7 +585,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-04-22", "period": null, "status": "observed", @@ -673,10 +673,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -692,10 +692,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -719,10 +719,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -737,10 +737,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -791,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/467930.json b/landing/lenses/467930.json index 1d2d471346d270b8e26be1ca7cfec5f49c16be4d..ed485b2e1cf268f2080926b70b7b155541503fc0 100644 --- a/landing/lenses/467930.json +++ b/landing/lenses/467930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-07-27", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-07-27", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-07-27", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/468530.json b/landing/lenses/468530.json index 4242c8fa74a8f1dfc7f852fbc0c35810a0bf156f..0cf522499d099028dfd8366b3a88e02c72991f02 100644 --- a/landing/lenses/468530.json +++ b/landing/lenses/468530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/468670.json b/landing/lenses/468670.json index e649b23488516a71d7b493984f4f0bbb90ea5a04..ef40a57e760de83e6bfe9afb8d716f430815dbcc 100644 --- a/landing/lenses/468670.json +++ b/landing/lenses/468670.json @@ -9,7 +9,939 @@ "quant", "macro" ], - "products": {}, + "products": { + "analysis": { + "schemaVersion": 1, + "identity": { + "target": "468670", + "market": "KR", + "engine": "analysis", + "axis": "종합평가", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": null, + "retrievedAt": "2026-10-18" + }, + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "blocked", + "conclusion": { + "label": "판단 보류", + "summary": "대표 판단을 만들 직접 재무 근거가 없어 결론을 차단했습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "requiredDomainCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags" + } + ], + "scenarios": [], + "falsifiers": [], + "payload": { + "blockRefs": [ + "scorecard", + "piotroski", + "summaryFlags", + "representative" + ], + "coverage": { + "requiredDomains": [ + "earnings", + "cash", + "resilience", + "quality" + ], + "observedRequiredDomains": 0, + "domainCoverage": { + "earnings": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "cash": { + "status": "missing", + "observed": 0, + "expected": 1 + }, + "resilience": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "quality": { + "status": "missing", + "observed": 0, + "expected": 1 + } + }, + "observedComponents": 0, + "totalComponents": 6, + "components": [ + { + "id": "earnings.marginTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.marginTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "earnings.growthTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.growthTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "cash.cashQuality", + "domain": "cash", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.cash.cashQuality", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.leverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.coverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "quality.earningsQualityFlags", + "domain": "quality", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + } + ] + }, + "assessment": { + "label": "판단 보류", + "summary": "0개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", + "score": null, + "drivers": [], + "positiveDrivers": [], + "negativeDrivers": [] + } + } + }, + "industry": { + "schemaVersion": 1, + "identity": { + "target": "468670", + "market": "KR", + "engine": "industry", + "axis": "회사위치", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": { + "mappingUpdatedAt": null, + "financialPeriod": null, + "retrievedAt": "2026-10-18" + }, + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "blocked", + "conclusion": { + "label": "산업 위치 판단 불가", + "summary": "산업 가치사슬의 primary 위치 매핑이 없습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "mappingConfidenceAndBlockCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy" + } + ], + "scenarios": [], + "falsifiers": [ + { + "id": "positionRemap", + "condition": "primary 산업 노드의 stage 또는 source가 변경되면 가치사슬 결론을 다시 평가합니다.", + "sourceRef": "stage" + } + ], + "payload": { + "blockRefs": [ + "industry", + "stage", + "sectorMetrics", + "sectorCycle", + "profitPool", + "relationships", + "concentration" + ], + "coverage": { + "observedBlocks": 0, + "totalBlocks": 6, + "blocks": { + "position": false, + "sectorMetrics": false, + "sectorCycle": false, + "profitPool": false, + "relationships": false, + "concentration": false + } + }, + "peerCount": 0, + "relationshipCoverage": { + "count": null, + "evidenceCoverage": null, + "amountCoverage": null, + "ratioCoverage": null + } + } + }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "468670", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-16", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, + "macro": { + "schemaVersion": 1, + "identity": { + "target": "468670", + "market": "KR", + "engine": "macro", + "axis": "전파", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "partial", + "conclusion": { + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + }, + "confidence": { + "level": "medium", + "score": 60.0, + "method": "macroObservationAndCompanyEvidenceCoverage" + }, + "drivers": [ + { + "id": "BAMLH0A0HYM2", + "label": "미국 HY 스프레드", + "value": 3.23, + "unit": "%p", + "signal": "falling", + "change": -0.020000000000000018, + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" + }, + { + "id": "BASE_RATE", + "label": "한국 기준금리", + "value": 3.0, + "unit": "%", + "signal": "flat", + "change": 0.0, + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE" + }, + { + "id": "CPI", + "label": "소비자물가 YoY", + "value": 120.43, + "unit": "%", + "signal": "rising", + "change": 0.38000000000000966, + "sourceRef": "macro/ecos/observations.parquet#CPI" + }, + { + "id": "DCOILWTICO", + "label": "WTI", + "value": 101.91, + "unit": "$", + "signal": "rising", + "change": 1.0499999999999972, + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" + }, + { + "id": "EXPORT", + "label": "수출 YoY", + "value": 104800.5, + "unit": "%", + "signal": "rising", + "change": 4350.5, + "sourceRef": "macro/ecos/observations.parquet#EXPORT" + }, + { + "id": "USDKRW", + "label": "원/달러", + "value": 1331.4, + "unit": "원", + "signal": "falling", + "change": -13.199999999999818, + "sourceRef": "macro/ecos/observations.parquet#USDKRW" + } + ], + "claims": [], + "evidence": [ + { + "id": "macro.driver.BAMLH0A0HYM2", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", + "status": "observed", + "observedAt": "2026-10-15", + "detail": "미국 HY 스프레드 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.BASE_RATE", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", + "status": "observed", + "observedAt": "2026-10-08", + "detail": "한국 기준금리 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.CPI", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#CPI", + "status": "observed", + "observedAt": "2026-09-01", + "detail": "소비자물가 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.DCOILWTICO", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", + "status": "observed", + "observedAt": "2026-10-14", + "detail": "WTI 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.EXPORT", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#EXPORT", + "status": "observed", + "observedAt": "2026-08-01", + "detail": "수출 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.USDKRW", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#USDKRW", + "status": "observed", + "observedAt": "2026-10-16", + "detail": "원/달러 최신 관측과 직전 변화" + } + ], + "assumptions": [ + { + "id": "edgeSign", + "value": "registryPrior", + "reason": "경로 부호와 시차는 기업별 회귀계수가 아니라 registry prior입니다." + } + ], + "gaps": [ + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/468670" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/468670/product" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff" + } + ], + "scenarios": [ + { + "id": "fx-export-revenue", + "driverId": "USDKRW", + "condition": "USDKRW 방향이 반전될 때 매출 성장률 / 환산손익 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + }, + { + "id": "export-demand-revenue", + "driverId": "EXPORT", + "condition": "EXPORT 방향이 반전될 때 매출 성장률 / 가동률 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "rate-debt-interest", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 이자비용 / 차입 재조달 경로 재평가", + "lagMonths": [ + 3, + 12 + ] + }, + { + "id": "rate-bank-margin", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 순이자마진 / 조달비용 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "hy-risk-premium", + "driverId": "BAMLH0A0HYM2", + "condition": "BAMLH0A0HYM2 방향이 반전될 때 신용스프레드 / 위험프리미엄 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + } + ], + "falsifiers": [ + { + "id": "fx-export-revenue.0", + "condition": "달러 원가 비중이 해외 매출 효과를 상쇄" + }, + { + "id": "fx-export-revenue.1", + "condition": "헤지 정책으로 환산 민감도 약화" + }, + { + "id": "export-demand-revenue.0", + "condition": "내수 매출 중심" + }, + { + "id": "export-demand-revenue.1", + "condition": "재고 과잉으로 출하 증가가 매출로 이어지지 않음" + }, + { + "id": "rate-debt-interest.0", + "condition": "순현금 기업" + }, + { + "id": "rate-debt-interest.1", + "condition": "고정금리 장기차입 중심" + }, + { + "id": "rate-debt-interest.2", + "condition": "이자수익이 비용을 상쇄" + }, + { + "id": "rate-bank-margin.0", + "condition": "조달비용이 대출금리보다 빠르게 상승" + }, + { + "id": "rate-bank-margin.1", + "condition": "대손비용 증가가 NIM 개선을 상쇄" + }, + { + "id": "hy-risk-premium.0", + "condition": "무차입 또는 충분한 현금" + }, + { + "id": "hy-risk-premium.1", + "condition": "방어적 현금흐름" + }, + { + "id": "hy-risk-premium.2", + "condition": "정부/모회사 지원 가능성" + } + ], + "payload": { + "blockRefs": [ + "drivers", + "edges", + "regimeEvidence" + ], + "companyBound": true, + "companyEdgeCount": 0, + "edgeCount": 7 + } + } + }, + "statusCounts": { + "blocked": 2, + "partial": 2 + }, + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend", + "engine": "analysis" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend", + "engine": "analysis" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality", + "engine": "analysis" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "engine": "analysis" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ValueError: 'BS' topic 의 데이터를 가져올 수 없습니다. topic 이름을 확인하거나 c.panel('BS') 로 직접 호출해보세요." + }, + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason", + "engine": "industry" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position", + "engine": "industry" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics", + "engine": "industry" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle", + "engine": "industry" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool", + "engine": "industry" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships", + "engine": "industry" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration", + "engine": "industry" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy", + "engine": "industry" + }, + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/468670", + "engine": "macro" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/468670/product", + "engine": "macro" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest", + "engine": "macro" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin", + "engine": "macro" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium", + "engine": "macro" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost", + "engine": "macro" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff", + "engine": "macro" + } + ], + "noComposite": true, "tensions": { "schemaVersion": 1, "items": [], @@ -17,58 +949,29 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "growthCreditTradeoff", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "industryExecutionCounterforce", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "macroCompanyCounterforce", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" } ], "noComposite": true - }, - "statusCounts": {}, - "gaps": [ - { - "engine": "analysis", - "status": "blocked", - "reason": "ValueError: '468670' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 46867" - }, - { - "engine": "credit", - "status": "blocked", - "reason": "ValueError: '468670' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 46867" - }, - { - "engine": "industry", - "status": "blocked", - "reason": "ValueError: '468670' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 46867" - }, - { - "engine": "quant", - "status": "blocked", - "reason": "ValueError: '468670' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 46867" - }, - { - "engine": "macro", - "status": "blocked", - "reason": "ValueError: '468670' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 46867" - } - ], - "noComposite": true + } } diff --git a/landing/lenses/468760.json b/landing/lenses/468760.json index a2523ba9f3a4cb63b725581af029618485d4c0ee..a15fa4e41b896f8cffc3527eaba325e3f4bb3c64 100644 --- a/landing/lenses/468760.json +++ b/landing/lenses/468760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -541,10 +541,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-30", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-30", "period": null, "status": "derived", @@ -593,7 +593,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-06-30", "period": null, "status": "observed", @@ -681,10 +681,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -727,10 +727,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -745,10 +745,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469480.json b/landing/lenses/469480.json index 405f702920fb0c01f543d3e7793561d1d934d002..a50e998e316b94259b05f09d1eb1f07b7a2240c0 100644 --- a/landing/lenses/469480.json +++ b/landing/lenses/469480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469610.json b/landing/lenses/469610.json index 072cfc4b00c3559b917d3984dc8848e49cc81e37..c57a23a62c55dac6a89ae769e40956352cfb8d42 100644 --- a/landing/lenses/469610.json +++ b/landing/lenses/469610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469750.json b/landing/lenses/469750.json index 4b196569dff4c3cd61bef4a9b7f91f6964ff1d14..2b43b31b51c48bf1c39cfe73e37d9c8b60166365 100644 --- a/landing/lenses/469750.json +++ b/landing/lenses/469750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469880.json b/landing/lenses/469880.json index 49d75cfd71a139fb2e3cbcd510726a963beda326..9181c1c72f86944f09a5ebda27d4d0ee738b2170 100644 --- a/landing/lenses/469880.json +++ b/landing/lenses/469880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-07-30", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-07-30", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-07-30", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469900.json b/landing/lenses/469900.json index 408e980dfcf33578bcb18dab59bcafeb4ace6690..cc25d81b715c5126a1702a8adbb85d720bb6b4e8 100644 --- a/landing/lenses/469900.json +++ b/landing/lenses/469900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-10-12", "period": null, "status": "derived", @@ -571,9 +571,9 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-10-12", "period": null, "status": "observed", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/471050.json b/landing/lenses/471050.json index 768be05d3114cc98f80d7aacd636b04d48127925..3cce420a8154e28da573f384ce1f92c806f065b7 100644 --- a/landing/lenses/471050.json +++ b/landing/lenses/471050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-08-31", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-08-31", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-08-31", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/471820.json b/landing/lenses/471820.json index 31d1a0b8e793e4c59697c704fc0fe3feb2150fe3..90006b3f5376f14e21a8eb4b5435d3e1c5346427 100644 --- a/landing/lenses/471820.json +++ b/landing/lenses/471820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472220.json b/landing/lenses/472220.json index 80fd5f4fd6128459d8be9e1d506ea2c692614eb9..ea0e08c5ebee2b10bfdeb27a5a6e449c3db19217 100644 --- a/landing/lenses/472220.json +++ b/landing/lenses/472220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -403,14 +403,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -525,10 +525,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-09-10", "period": null, "status": "derived", @@ -577,7 +577,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-09-10", "period": null, "status": "observed", @@ -665,10 +665,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -684,10 +684,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -711,10 +711,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -729,10 +729,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472230.json b/landing/lenses/472230.json index 3dbe074cf6fa33c8050711fe5815c3949391b8a5..8473ec1b1157b031b37adb3d5bdd9623ee8010a9 100644 --- a/landing/lenses/472230.json +++ b/landing/lenses/472230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-08", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-08", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472850.json b/landing/lenses/472850.json index 76faf44c70b89ee277974cf8b2ecc07a0b60c3ed..48cbf3a8b004a8f589f292bcd29d717ed01b419f 100644 --- a/landing/lenses/472850.json +++ b/landing/lenses/472850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1367,7 +1367,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1389,7 +1389,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1407,15 +1407,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/473000.json b/landing/lenses/473000.json index 792491e31377c1b5260041a05909272aa9c39133..2895d1d72a22cb5475001611cc1bf3a55d1efacb 100644 --- a/landing/lenses/473000.json +++ b/landing/lenses/473000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473050.json b/landing/lenses/473050.json index 2a806635366ad0ff1425576235da863482c0057f..7bf679ea181ae1982da02a1eababdc8b8d4197f2 100644 --- a/landing/lenses/473050.json +++ b/landing/lenses/473050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-08", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-10-08", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473950.json b/landing/lenses/473950.json index 6cefc848401556d0c884fa8156ef5b47ff659e90..5d36f14493443bd747340c3481244c683cffe0cf 100644 --- a/landing/lenses/473950.json +++ b/landing/lenses/473950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473980.json b/landing/lenses/473980.json index 85253925b06311e7ef10c1494fa02bad12fd6f8d..2c44ac73b91b624e5006d9740920726e3a6cead5 100644 --- a/landing/lenses/473980.json +++ b/landing/lenses/473980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -611,7 +611,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474170.json b/landing/lenses/474170.json index 4fbcb563b100ae4ab7bbb0f4b7003edff7984ed8..71347f9e3ff498b2a4c9f5d35b47c358f8de58fe 100644 --- a/landing/lenses/474170.json +++ b/landing/lenses/474170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474490.json b/landing/lenses/474490.json index 93b16711c912743bc7ab90fe6611f0c282ea89ff..e85495744da93a21092a375e9e2ce81a08357229 100644 --- a/landing/lenses/474490.json +++ b/landing/lenses/474490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474610.json b/landing/lenses/474610.json index 833bccc9adfe4c955fda1d92174377d02565b98d..2d52bfc69ea114007b713e807429b9c97a5cae8e 100644 --- a/landing/lenses/474610.json +++ b/landing/lenses/474610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474650.json b/landing/lenses/474650.json index 46e582507b65daaa290e95dfe5daf04a588fa041..6f1e63a09ad93407211419c47292943627e97536 100644 --- a/landing/lenses/474650.json +++ b/landing/lenses/474650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -97,7 +97,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -119,7 +119,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024Q4", "status": "derived", @@ -140,7 +140,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024Q4", "status": "derived", @@ -391,13 +391,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -562,14 +562,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -689,10 +689,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -708,8 +708,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -721,8 +721,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -739,10 +739,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -752,7 +752,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -761,7 +761,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -829,10 +829,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -848,10 +848,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -871,7 +871,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474660.json b/landing/lenses/474660.json index a6f58bf12256af92c745e5ffb04ff8173e8fd0fa..dc34ef2ebebe564efc7a45d941b185b9b935ab68 100644 --- a/landing/lenses/474660.json +++ b/landing/lenses/474660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474930.json b/landing/lenses/474930.json index fd1a11abbb8a2bbba72035ff0465fb755f64d3e5..bd15d4455ee7c9f3ec827d9077bf0b682c618e2f 100644 --- a/landing/lenses/474930.json +++ b/landing/lenses/474930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475040.json b/landing/lenses/475040.json index ce766a6f3a07ddc7fb48da589f4c2210a78ac465..242768206def40b2f20b3c4a7d1eee19942b4651 100644 --- a/landing/lenses/475040.json +++ b/landing/lenses/475040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -300,18 +300,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 35.83, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 36.65, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -332,11 +332,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 9.42, + "value": 12.8, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 1.88, + "contribution": 2.56, "sourceRef": "axes.자본구조" }, { @@ -363,12 +363,12 @@ "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", + "label": "자본구조는 양호하다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", - "direction": "supportive", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -401,12 +401,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -451,7 +451,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/475040/axes/자본구조", "status": "derived", - "detail": "위험점수 9.42, 가중치 20%" + "detail": "위험점수 12.80, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -495,14 +495,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 35.83, + "score": 36.65, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 36.39, + "grade": "dCR-BB", + "score": 37.39, "assumptions": { "scenarioStress": "moderate" } @@ -518,6 +518,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -530,13 +535,13 @@ "gradeHistory": [ { "period": "2026", - "score": 2.44, - "grade": "AAA", - "pdEstimate": 0.0 + "score": 3.66, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2025", - "score": 39.82, + "score": 41.17, "grade": "BB", "pdEstimate": 1.5 } @@ -568,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -690,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -736,7 +741,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -756,8 +761,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -778,8 +783,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -814,7 +819,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -870,10 +875,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -889,10 +894,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -916,10 +921,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -934,10 +939,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -948,7 +953,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -972,7 +977,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -988,7 +993,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1332,7 +1337,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1354,7 +1359,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1372,8 +1377,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/475150.json b/landing/lenses/475150.json index 19b0512cf1159e65c4fc1bc8c9d98d5c058e3816..e6a3be594dc2994e2b4bb09f196beaf5ef61053c 100644 --- a/landing/lenses/475150.json +++ b/landing/lenses/475150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1108,7 +1108,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1359,88 +1359,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8341518d7c2a", - "target": "475150", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/475230.json b/landing/lenses/475230.json index 9d984478dd9c71a9d59961b2766d06a68cc0f4fa..a912afdeb9593c60e5ccaccd567a8db0a1a0aaf7 100644 --- a/landing/lenses/475230.json +++ b/landing/lenses/475230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -527,8 +527,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -558,10 +558,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475240.json b/landing/lenses/475240.json index 0fa42c3924a59ae93c8faf61e4ebb17a91da5e58..471aaf099b3d6dfb23afc9d2b6d911335c65ab75 100644 --- a/landing/lenses/475240.json +++ b/landing/lenses/475240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475250.json b/landing/lenses/475250.json index fa63725e13bf59b164ead76a744ea550c623405e..dc7e448d1f8aa8a6fb9c351c6c53ea25b0b21130 100644 --- a/landing/lenses/475250.json +++ b/landing/lenses/475250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475400.json b/landing/lenses/475400.json index 69a3bde5427a435f796b9e4826c8cd39548a00f8..c64b7711f911218d912f97369c7d396611663e60 100644 --- a/landing/lenses/475400.json +++ b/landing/lenses/475400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -612,7 +612,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475430.json b/landing/lenses/475430.json index e1052b890b1447c86735f383908042d741452dd1..71e6961ebff0092b219cd4355dc7065a66f6c420 100644 --- a/landing/lenses/475430.json +++ b/landing/lenses/475430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475460.json b/landing/lenses/475460.json index f2537ba3028f556ce9bbc96779d1da7272030700..f18455fee19f9f24f3366562594e2dccb2af5a88 100644 --- a/landing/lenses/475460.json +++ b/landing/lenses/475460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475560.json b/landing/lenses/475560.json index a5ab26c271245ca3665cd284fe81a3cf6bea7a10..1b0a976257688797f79746af67563c0e1dcda07c 100644 --- a/landing/lenses/475560.json +++ b/landing/lenses/475560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -779,10 +779,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475580.json b/landing/lenses/475580.json index ac9e707141a8d36b81c87ef51c3f17b4c168dd21..11f8ae0a06758b48070c914765781a4c6d8c94a7 100644 --- a/landing/lenses/475580.json +++ b/landing/lenses/475580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -609,7 +609,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -622,8 +622,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,8 +642,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -653,7 +653,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -662,7 +662,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -749,10 +749,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -772,7 +772,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475660.json b/landing/lenses/475660.json index 85a62223929c0bf71fed9b78bbcd52581c1cd2c0..9c0de9346075fbe4523e2154769744ea0647ade0 100644 --- a/landing/lenses/475660.json +++ b/landing/lenses/475660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475830.json b/landing/lenses/475830.json index 6b698fe2060895416d187dae4a79269e548a2f50..d41c2562a5653ae4324e088eb82aa795ed8ff751 100644 --- a/landing/lenses/475830.json +++ b/landing/lenses/475830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475960.json b/landing/lenses/475960.json index 08e5a118300ba907ae60d6926bdfcf7c64fb149f..4258f541cf1289c4c1cfd4d553dd1ee3a5486751 100644 --- a/landing/lenses/475960.json +++ b/landing/lenses/475960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476040.json b/landing/lenses/476040.json index 6b7b80c6903adf6c5b937b8c05e863dcc2fa8d23..2326de3bdc217c9fa5bdb4f4e65bb17d7467443b 100644 --- a/landing/lenses/476040.json +++ b/landing/lenses/476040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -527,8 +527,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -558,10 +558,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476060.json b/landing/lenses/476060.json index d91e12e733a1b21dc86f70a2c0f45eb1fcbc3a7f..52e347bb18532a11802cc0715dcec66da87cf974 100644 --- a/landing/lenses/476060.json +++ b/landing/lenses/476060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476080.json b/landing/lenses/476080.json index 9e3a67a91b35a327e7698ce8b71a18202fdcfbf3..c9ed28e6d9aae98d835c77daa5e8f1cd104a5f08 100644 --- a/landing/lenses/476080.json +++ b/landing/lenses/476080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -231,13 +231,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -413,14 +413,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -540,19 +540,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -573,8 +573,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -586,7 +586,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -606,8 +606,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -619,17 +619,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -639,7 +639,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -698,7 +698,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -707,7 +707,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -739,10 +739,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -762,7 +762,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -984,88 +984,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0d0a6e26fd9f", - "target": "476080", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-11", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/476830.json b/landing/lenses/476830.json index c0642ad3e36ff9d938a300f3352121c2548f53b3..b8a04833c0c09069bc020b0c81627001f255c1b0 100644 --- a/landing/lenses/476830.json +++ b/landing/lenses/476830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -418,13 +418,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -607,14 +607,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -753,7 +753,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -786,8 +786,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -797,7 +797,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -806,7 +806,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477340.json b/landing/lenses/477340.json index 2d8f0b2a86ff01e00341655b1041939a45af0a46..222f98198edcef32d1435344042ccf9687ccfabf 100644 --- a/landing/lenses/477340.json +++ b/landing/lenses/477340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477380.json b/landing/lenses/477380.json index 9773e607028ba7ca80c32e9bb901acaf4a382cf2..4bc738205a7cd1e3cf82299bffe35e2c3320536e 100644 --- a/landing/lenses/477380.json +++ b/landing/lenses/477380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -532,8 +532,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -563,10 +563,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477470.json b/landing/lenses/477470.json index 27f9c5b9ac20645d308eb4f75a5144373c5362b2..6865f80116db63e6eb7f8039a0a3b1983a077b71 100644 --- a/landing/lenses/477470.json +++ b/landing/lenses/477470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -532,8 +532,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -563,10 +563,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477760.json b/landing/lenses/477760.json index 11cf1c8002b737ea258e833faf745a72e7b50a5a..216455806820bf1226afb94a35c6cd36177c5a53 100644 --- a/landing/lenses/477760.json +++ b/landing/lenses/477760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -565,8 +565,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477850.json b/landing/lenses/477850.json index c82ad583276c8042a7b10dea6f24515da611a911..0eefa0ba634ae6db0a51264b565404ef367c0066 100644 --- a/landing/lenses/477850.json +++ b/landing/lenses/477850.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -410,7 +410,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/478110.json b/landing/lenses/478110.json index 534bb7a1373a8df4bcef26668deb36b61d7b9fb8..e11e2bd677247c6ad6fc63a65eb6523cb04dfb7c 100644 --- a/landing/lenses/478110.json +++ b/landing/lenses/478110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -532,7 +532,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -565,8 +565,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478340.json b/landing/lenses/478340.json index b0fc88fbdfa2472f6a8e760f2fdea0b38f418774..fd0b8a8a1f8692327aa0cdf122a27b7bc5d67a19 100644 --- a/landing/lenses/478340.json +++ b/landing/lenses/478340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478390.json b/landing/lenses/478390.json index ae8e1b7a83c0617fc4535eaa15b2096da962d08d..7317b70705b9ce24fb2e48b37fd1196e71581893 100644 --- a/landing/lenses/478390.json +++ b/landing/lenses/478390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478440.json b/landing/lenses/478440.json index 8bfaeb2c890a8a1e655fe6883e5fec58a83a8a18..590f59aea6d80f2f75f692dc5fc826fa0c912262 100644 --- a/landing/lenses/478440.json +++ b/landing/lenses/478440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -565,8 +565,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478560.json b/landing/lenses/478560.json index c8208fb19fb831096768d05dfd718a4d14c13e64..755da0f5273fc003421a98c1dde7dca6a5368e16 100644 --- a/landing/lenses/478560.json +++ b/landing/lenses/478560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -527,8 +527,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -558,10 +558,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/479880.json b/landing/lenses/479880.json index 62b157635bdf091f819d89b98073e8146388f656..a6a869ff6c11db545650318499073c11b0fbbb6b 100644 --- a/landing/lenses/479880.json +++ b/landing/lenses/479880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/479960.json b/landing/lenses/479960.json index 62b3124b95115eb018b53ccebc8ed1d4b68dd188..2aee0351de19cf3a51b9a6be9b8ecb6b2b26a3dd 100644 --- a/landing/lenses/479960.json +++ b/landing/lenses/479960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/480370.json b/landing/lenses/480370.json index 707317dbdca1d548d8a43bfced8c66b32ff26db6..196e2d9c1e8bd6e8a7ff8a09281270d9a7ab905e 100644 --- a/landing/lenses/480370.json +++ b/landing/lenses/480370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -611,7 +611,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/481070.json b/landing/lenses/481070.json index 91904f76d8424d975b69a463a6e32bdf2db69b0d..05d9f067c686b9440f221a883969028c535ee19d 100644 --- a/landing/lenses/481070.json +++ b/landing/lenses/481070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/481890.json b/landing/lenses/481890.json index 18ef6130f10e0dba6c05b00c0372ee2bb037fa9e..8735972d622d69c2c6844fcd7c9e3b6377d51ee2 100644 --- a/landing/lenses/481890.json +++ b/landing/lenses/481890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -529,10 +529,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -548,8 +548,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -561,8 +561,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -579,10 +579,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -592,7 +592,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -601,7 +601,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -688,10 +688,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -715,10 +715,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -733,10 +733,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -787,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482520.json b/landing/lenses/482520.json index d40eb87a360bb5abe9753240b9d1766999d8bf46..45f178cf3ee87e6a1f7880231dfe93fb09dd5b80 100644 --- a/landing/lenses/482520.json +++ b/landing/lenses/482520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,7 +526,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-09-18", "period": null, "status": "derived", @@ -546,7 +546,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-09-18", "period": null, "status": "observed", @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482630.json b/landing/lenses/482630.json index 033f9c7ffd1e8a2ed3736c984324931faa90f6b2..126f2bafee48961340024e396e5caed40d43e9ec 100644 --- a/landing/lenses/482630.json +++ b/landing/lenses/482630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482680.json b/landing/lenses/482680.json index 75bbeeeafffe077280aa777b9b60fba68eda12b6..5ab507c7045f7ed8a4312c3880d8948acd34d4d9 100644 --- a/landing/lenses/482680.json +++ b/landing/lenses/482680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -529,10 +529,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-05-12", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -561,7 +561,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-05-12", "period": null, "status": "derived", @@ -581,7 +581,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-05-12", "period": null, "status": "observed", @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -688,10 +688,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -715,10 +715,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -733,10 +733,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -787,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482690.json b/landing/lenses/482690.json index 51e0f9e1831c30a2e3a17f26848068737d6c1fbf..f3b72b0799e8f2af60e96c4d6dd0f54228a56956 100644 --- a/landing/lenses/482690.json +++ b/landing/lenses/482690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/483350.json b/landing/lenses/483350.json index 13ab3efbd66a8b4ed47d95de49ee740742cd4459..c9263987a58e72434e61ec522825df884476340e 100644 --- a/landing/lenses/483350.json +++ b/landing/lenses/483350.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/483650.json b/landing/lenses/483650.json index aba6b98535dccf8d7b38cd6c19a5fe146b4cd8da..427e17410dd59f4ffcb997c42097734826198abb 100644 --- a/landing/lenses/483650.json +++ b/landing/lenses/483650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -727,7 +727,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -782,8 +782,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1146,7 +1146,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1164,15 +1164,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/484120.json b/landing/lenses/484120.json index 3f74e00e6b6bae359935b7a898d63f5108ed5735..1da9d4edb8a05f43f7c728b954ce3c2f6170049f 100644 --- a/landing/lenses/484120.json +++ b/landing/lenses/484120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484130.json b/landing/lenses/484130.json index 2ad2e0a1a569bf2cb60032388b2a31e80e79115d..65ae7dd61093fa04296a6cedd7d3034fe56a5db6 100644 --- a/landing/lenses/484130.json +++ b/landing/lenses/484130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484590.json b/landing/lenses/484590.json index a0d3884d3673af123465c0030236822419b987ab..4e4da15a4cbcbd7b19980e3ecb98574c4d39beb8 100644 --- a/landing/lenses/484590.json +++ b/landing/lenses/484590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484810.json b/landing/lenses/484810.json index b774a06874b2de784d36e3bde446f909852ddeba..00dec110190cce8b0e77fa41dcf7c5c465f19617 100644 --- a/landing/lenses/484810.json +++ b/landing/lenses/484810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484870.json b/landing/lenses/484870.json index d9af9ce69f0b31978325f0b5f4ae42103c5feaec..3334eef38e095cc44266175baa4a22af089c1f8d 100644 --- a/landing/lenses/484870.json +++ b/landing/lenses/484870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/486510.json b/landing/lenses/486510.json index b9909f5fe1cd0a62c0c225c06b3bc2004ce7b813..989150de588811bd5dda17980f8cb6307ad8ab8b 100644 --- a/landing/lenses/486510.json +++ b/landing/lenses/486510.json @@ -9,7 +9,939 @@ "quant", "macro" ], - "products": {}, + "products": { + "analysis": { + "schemaVersion": 1, + "identity": { + "target": "486510", + "market": "KR", + "engine": "analysis", + "axis": "종합평가", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": { + "latestPeriod": null, + "retrievedAt": "2026-10-18" + }, + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "blocked", + "conclusion": { + "label": "판단 보류", + "summary": "대표 판단을 만들 직접 재무 근거가 없어 결론을 차단했습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "requiredDomainCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags" + } + ], + "scenarios": [], + "falsifiers": [], + "payload": { + "blockRefs": [ + "scorecard", + "piotroski", + "summaryFlags", + "representative" + ], + "coverage": { + "requiredDomains": [ + "earnings", + "cash", + "resilience", + "quality" + ], + "observedRequiredDomains": 0, + "domainCoverage": { + "earnings": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "cash": { + "status": "missing", + "observed": 0, + "expected": 1 + }, + "resilience": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "quality": { + "status": "missing", + "observed": 0, + "expected": 1 + } + }, + "observedComponents": 0, + "totalComponents": 6, + "components": [ + { + "id": "earnings.marginTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.marginTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "earnings.growthTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.growthTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "cash.cashQuality", + "domain": "cash", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.cash.cashQuality", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.leverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.coverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "quality.earningsQualityFlags", + "domain": "quality", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + } + ] + }, + "assessment": { + "label": "판단 보류", + "summary": "0개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", + "score": null, + "drivers": [], + "positiveDrivers": [], + "negativeDrivers": [] + } + } + }, + "industry": { + "schemaVersion": 1, + "identity": { + "target": "486510", + "market": "KR", + "engine": "industry", + "axis": "회사위치", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": { + "mappingUpdatedAt": null, + "financialPeriod": null, + "retrievedAt": "2026-10-18" + }, + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "blocked", + "conclusion": { + "label": "산업 위치 판단 불가", + "summary": "산업 가치사슬의 primary 위치 매핑이 없습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "mappingConfidenceAndBlockCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy" + } + ], + "scenarios": [], + "falsifiers": [ + { + "id": "positionRemap", + "condition": "primary 산업 노드의 stage 또는 source가 변경되면 가치사슬 결론을 다시 평가합니다.", + "sourceRef": "stage" + } + ], + "payload": { + "blockRefs": [ + "industry", + "stage", + "sectorMetrics", + "sectorCycle", + "profitPool", + "relationships", + "concentration" + ], + "coverage": { + "observedBlocks": 0, + "totalBlocks": 6, + "blocks": { + "position": false, + "sectorMetrics": false, + "sectorCycle": false, + "profitPool": false, + "relationships": false, + "concentration": false + } + }, + "peerCount": 0, + "relationshipCoverage": { + "count": null, + "evidenceCoverage": null, + "amountCoverage": null, + "ratioCoverage": null + } + } + }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "486510", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-16", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, + "macro": { + "schemaVersion": 1, + "identity": { + "target": "486510", + "market": "KR", + "engine": "macro", + "axis": "전파", + "version": "1" + }, + "time": { + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": null, + "knowledgeBoundary": "2026-10-18" + }, + "status": "partial", + "conclusion": { + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + }, + "confidence": { + "level": "medium", + "score": 60.0, + "method": "macroObservationAndCompanyEvidenceCoverage" + }, + "drivers": [ + { + "id": "BAMLH0A0HYM2", + "label": "미국 HY 스프레드", + "value": 3.23, + "unit": "%p", + "signal": "falling", + "change": -0.020000000000000018, + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" + }, + { + "id": "BASE_RATE", + "label": "한국 기준금리", + "value": 3.0, + "unit": "%", + "signal": "flat", + "change": 0.0, + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE" + }, + { + "id": "CPI", + "label": "소비자물가 YoY", + "value": 120.43, + "unit": "%", + "signal": "rising", + "change": 0.38000000000000966, + "sourceRef": "macro/ecos/observations.parquet#CPI" + }, + { + "id": "DCOILWTICO", + "label": "WTI", + "value": 101.91, + "unit": "$", + "signal": "rising", + "change": 1.0499999999999972, + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" + }, + { + "id": "EXPORT", + "label": "수출 YoY", + "value": 104800.5, + "unit": "%", + "signal": "rising", + "change": 4350.5, + "sourceRef": "macro/ecos/observations.parquet#EXPORT" + }, + { + "id": "USDKRW", + "label": "원/달러", + "value": 1331.4, + "unit": "원", + "signal": "falling", + "change": -13.199999999999818, + "sourceRef": "macro/ecos/observations.parquet#USDKRW" + } + ], + "claims": [], + "evidence": [ + { + "id": "macro.driver.BAMLH0A0HYM2", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", + "status": "observed", + "observedAt": "2026-10-15", + "detail": "미국 HY 스프레드 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.BASE_RATE", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", + "status": "observed", + "observedAt": "2026-10-08", + "detail": "한국 기준금리 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.CPI", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#CPI", + "status": "observed", + "observedAt": "2026-09-01", + "detail": "소비자물가 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.DCOILWTICO", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", + "status": "observed", + "observedAt": "2026-10-14", + "detail": "WTI 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.EXPORT", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#EXPORT", + "status": "observed", + "observedAt": "2026-08-01", + "detail": "수출 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.USDKRW", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#USDKRW", + "status": "observed", + "observedAt": "2026-10-16", + "detail": "원/달러 최신 관측과 직전 변화" + } + ], + "assumptions": [ + { + "id": "edgeSign", + "value": "registryPrior", + "reason": "경로 부호와 시차는 기업별 회귀계수가 아니라 registry prior입니다." + } + ], + "gaps": [ + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/486510" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/486510/product" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff" + } + ], + "scenarios": [ + { + "id": "fx-export-revenue", + "driverId": "USDKRW", + "condition": "USDKRW 방향이 반전될 때 매출 성장률 / 환산손익 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + }, + { + "id": "export-demand-revenue", + "driverId": "EXPORT", + "condition": "EXPORT 방향이 반전될 때 매출 성장률 / 가동률 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "rate-debt-interest", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 이자비용 / 차입 재조달 경로 재평가", + "lagMonths": [ + 3, + 12 + ] + }, + { + "id": "rate-bank-margin", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 순이자마진 / 조달비용 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "hy-risk-premium", + "driverId": "BAMLH0A0HYM2", + "condition": "BAMLH0A0HYM2 방향이 반전될 때 신용스프레드 / 위험프리미엄 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + } + ], + "falsifiers": [ + { + "id": "fx-export-revenue.0", + "condition": "달러 원가 비중이 해외 매출 효과를 상쇄" + }, + { + "id": "fx-export-revenue.1", + "condition": "헤지 정책으로 환산 민감도 약화" + }, + { + "id": "export-demand-revenue.0", + "condition": "내수 매출 중심" + }, + { + "id": "export-demand-revenue.1", + "condition": "재고 과잉으로 출하 증가가 매출로 이어지지 않음" + }, + { + "id": "rate-debt-interest.0", + "condition": "순현금 기업" + }, + { + "id": "rate-debt-interest.1", + "condition": "고정금리 장기차입 중심" + }, + { + "id": "rate-debt-interest.2", + "condition": "이자수익이 비용을 상쇄" + }, + { + "id": "rate-bank-margin.0", + "condition": "조달비용이 대출금리보다 빠르게 상승" + }, + { + "id": "rate-bank-margin.1", + "condition": "대손비용 증가가 NIM 개선을 상쇄" + }, + { + "id": "hy-risk-premium.0", + "condition": "무차입 또는 충분한 현금" + }, + { + "id": "hy-risk-premium.1", + "condition": "방어적 현금흐름" + }, + { + "id": "hy-risk-premium.2", + "condition": "정부/모회사 지원 가능성" + } + ], + "payload": { + "blockRefs": [ + "drivers", + "edges", + "regimeEvidence" + ], + "companyBound": true, + "companyEdgeCount": 0, + "edgeCount": 7 + } + } + }, + "statusCounts": { + "blocked": 2, + "partial": 2 + }, + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend", + "engine": "analysis" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend", + "engine": "analysis" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality", + "engine": "analysis" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "engine": "analysis" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ValueError: 'BS' topic 의 데이터를 가져올 수 없습니다. topic 이름을 확인하거나 c.panel('BS') 로 직접 호출해보세요." + }, + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason", + "engine": "industry" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position", + "engine": "industry" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics", + "engine": "industry" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle", + "engine": "industry" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool", + "engine": "industry" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships", + "engine": "industry" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration", + "engine": "industry" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy", + "engine": "industry" + }, + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/486510", + "engine": "macro" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/486510/product", + "engine": "macro" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest", + "engine": "macro" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin", + "engine": "macro" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium", + "engine": "macro" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost", + "engine": "macro" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff", + "engine": "macro" + } + ], + "noComposite": true, "tensions": { "schemaVersion": 1, "items": [], @@ -17,58 +949,29 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "growthCreditTradeoff", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "industryExecutionCounterforce", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "macroCompanyCounterforce", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" } ], "noComposite": true - }, - "statusCounts": {}, - "gaps": [ - { - "engine": "analysis", - "status": "blocked", - "reason": "ValueError: '486510' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 48651" - }, - { - "engine": "credit", - "status": "blocked", - "reason": "ValueError: '486510' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 48651" - }, - { - "engine": "industry", - "status": "blocked", - "reason": "ValueError: '486510' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 48651" - }, - { - "engine": "quant", - "status": "blocked", - "reason": "ValueError: '486510' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 48651" - }, - { - "engine": "macro", - "status": "blocked", - "reason": "ValueError: '486510' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 48651" - } - ], - "noComposite": true + } } diff --git a/landing/lenses/486630.json b/landing/lenses/486630.json index d2a7deeeb7a8eca9bd81083b83d2ca92e3570dd4..968ec72803ef8402752bf17029a646921790f878 100644 --- a/landing/lenses/486630.json +++ b/landing/lenses/486630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/486990.json b/landing/lenses/486990.json index da57aa7d243053783b1d0224ddffb495b09a2b8c..0254ee8de63e1b3d2e3c3b3cd1368bf52624cf83 100644 --- a/landing/lenses/486990.json +++ b/landing/lenses/486990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487360.json b/landing/lenses/487360.json index d396c94c8b989d5a4286ed4c7e8f66f9d388b120..d78e9f351f6b7adaea4a74473a6e5a0e9336a702 100644 --- a/landing/lenses/487360.json +++ b/landing/lenses/487360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487400.json b/landing/lenses/487400.json index 138fa13c94320e8507f3033ffb503cfb8098d3ea..e4eb8e8f9aeea4bd450a8868722b64366c3611db 100644 --- a/landing/lenses/487400.json +++ b/landing/lenses/487400.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/487570.json b/landing/lenses/487570.json index cfff4b097502e1ad63d43fa3a19118e0df2962e6..5f62da135aa955ecc2dddb0a5d0898cc443cea7e 100644 --- a/landing/lenses/487570.json +++ b/landing/lenses/487570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -694,19 +694,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -727,8 +727,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -773,17 +773,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -846,13 +846,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -861,7 +861,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -911,10 +911,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -929,10 +929,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -943,7 +943,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487580.json b/landing/lenses/487580.json index 0660b376bc629f361b49baa53ad5bdd3a9077cd1..c7625d9f5f767e819f8deb4f92bf9b1a537cd95e 100644 --- a/landing/lenses/487580.json +++ b/landing/lenses/487580.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/487720.json b/landing/lenses/487720.json index 54bd53cc6fcd4fe0c1ac69d6b5e99a3f59b330f6..b4a033329e5f7978c9f9e06e63583be2c6d586a8 100644 --- a/landing/lenses/487720.json +++ b/landing/lenses/487720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487830.json b/landing/lenses/487830.json index 6f3fd5fd07575115f6418528a7819907b7f39645..079610e293781d1dc939ba436d54fcdc74b972fe 100644 --- a/landing/lenses/487830.json +++ b/landing/lenses/487830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/488060.json b/landing/lenses/488060.json index 309bb3ec34cf66624725c1fa92f3067a8c0fcdf7..69de4f67ade2708031150ca0db29029b63178a6c 100644 --- a/landing/lenses/488060.json +++ b/landing/lenses/488060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/488280.json b/landing/lenses/488280.json index 3e3a48e89bdcdac3dd75498c9dab7426e03e0bc2..247a2af8455621528505b7c83c5ac039fa7c3f21 100644 --- a/landing/lenses/488280.json +++ b/landing/lenses/488280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/488900.json b/landing/lenses/488900.json index 3af3e1f9b178810bad30068e73438133b904f34f..b1975858b7b02e5c3db7b845e3d18fc2ff71cb86 100644 --- a/landing/lenses/488900.json +++ b/landing/lenses/488900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -543,7 +543,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -587,7 +587,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -683,10 +683,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -701,10 +701,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -715,7 +715,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489210.json b/landing/lenses/489210.json index 2dcb524c79046935275a8787c999b2a91c5581cc..298fccdc851f0e30ad944d1d247199e7702b06d8 100644 --- a/landing/lenses/489210.json +++ b/landing/lenses/489210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489460.json b/landing/lenses/489460.json index c366f3cc945d76fa1cc6aafe42ffa958e8a08a17..d23095facb69a51c3ee69e8ade62d1832ceba732 100644 --- a/landing/lenses/489460.json +++ b/landing/lenses/489460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -721,10 +721,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489480.json b/landing/lenses/489480.json index 6f274981220f11d097e41c67208ec50ad3c6f599..5616a0e63bc20f629c88faed5df3dbf3270c3593 100644 --- a/landing/lenses/489480.json +++ b/landing/lenses/489480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-09-10", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2026-09-10", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489500.json b/landing/lenses/489500.json index 78c370fbdfb72e7b3624eb3ffbe8121c925da755..b5655cedb56d11fe7134d95c0e5855698244142c 100644 --- a/landing/lenses/489500.json +++ b/landing/lenses/489500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -779,10 +779,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489730.json b/landing/lenses/489730.json index 4ea7b2b91a154367f0aa4846ff51838beca94e40..3b1b38ea567b8d083e15677a2ff005f2408017d2 100644 --- a/landing/lenses/489730.json +++ b/landing/lenses/489730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489790.json b/landing/lenses/489790.json index 09aa7c9aa695bc106acaaf85502bcbe8db7d0cef..e7bb64ebeacd93ea1eaa37f94b88af6ab812e384 100644 --- a/landing/lenses/489790.json +++ b/landing/lenses/489790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -366,7 +366,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -385,7 +385,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -404,7 +404,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -423,7 +423,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -562,7 +562,7 @@ "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -577,14 +577,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -699,15 +699,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -732,8 +732,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -745,7 +745,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -765,8 +765,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -778,17 +778,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -798,7 +798,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -823,7 +823,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -851,13 +851,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -866,7 +866,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -879,10 +879,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -898,10 +898,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -925,10 +925,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -943,10 +943,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -957,7 +957,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -981,7 +981,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1333,12 +1333,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:85eb2e165669", + "target": "489790", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/490470.json b/landing/lenses/490470.json index 9c1c17fd403c0c652e0126a0bb9ae6bde95e2386..dac8001e36adab6b0f0bf0a521a204d16f01af85 100644 --- a/landing/lenses/490470.json +++ b/landing/lenses/490470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/491000.json b/landing/lenses/491000.json index f2cb091b16dd4d6841f189130ccc02fb0e3a76fe..47c84b8e31c387198490ca2152810cecc3134322 100644 --- a/landing/lenses/491000.json +++ b/landing/lenses/491000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/492220.json b/landing/lenses/492220.json index d279a3a2de7fcf9e3003e48865f0fabd414e60d7..953ebdf772552051c6687856d21f18bce9e91eb7 100644 --- a/landing/lenses/492220.json +++ b/landing/lenses/492220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/493280.json b/landing/lenses/493280.json index 8fa1fb4d63eaf57eeb35b48b996072cf12e2529b..ffa8715d354484dd8363c4fde97c9575e423fe59 100644 --- a/landing/lenses/493280.json +++ b/landing/lenses/493280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/493330.json b/landing/lenses/493330.json index 922ef469957f8f2f81f65a252780b39694ed92d3..0343a4ab063de6c370b6b9e02ea3581c3af77d95 100644 --- a/landing/lenses/493330.json +++ b/landing/lenses/493330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/493790.json b/landing/lenses/493790.json index ee45891b3488b517e5492c772f69badda4093fd3..409bb068ca9d9efbee0b09ba07884ae28de70c92 100644 --- a/landing/lenses/493790.json +++ b/landing/lenses/493790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/494120.json b/landing/lenses/494120.json index 418d908507d574631e025a7182c21cad52507ac8..c8e7ff3348fc5ec3e26c2f740822b598abe57f3f 100644 --- a/landing/lenses/494120.json +++ b/landing/lenses/494120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -596,8 +596,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -627,10 +627,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -640,7 +640,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/496070.json b/landing/lenses/496070.json index 4ed09b7c5ab35352c5455655b4031cca1af2f100..95fe50ffdf1545256f0b9e6a25ed6052c8996e64 100644 --- a/landing/lenses/496070.json +++ b/landing/lenses/496070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/498390.json b/landing/lenses/498390.json index 9672efda4b89b04b64c1e96877882ad15f072574..8df99017442c9dac38f0b9c861349c2ab8357e85 100644 --- a/landing/lenses/498390.json +++ b/landing/lenses/498390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/499790.json b/landing/lenses/499790.json index 3af221d2cf82f5fedec3f03588953460c2684fc8..df3c1502c4b0613b139bfb801718b1b6b6aaf384 100644 --- a/landing/lenses/499790.json +++ b/landing/lenses/499790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -612,7 +612,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -770,10 +770,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -788,10 +788,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -818,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -834,7 +834,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900070.json b/landing/lenses/900070.json index fba9ad31046134596fdbf4fc101e169607594bd5..ccdbe17ce4c30923796644ab9794eab48faeab19 100644 --- a/landing/lenses/900070.json +++ b/landing/lenses/900070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,15 +56,15 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "재무 취약 신호", - "summary": "6개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 강점은 OCF/순이익, 부채비율입니다. 확인할 위험은 영업이익률, 매출 CAGR입니다. 필수 분석 영역은 3/4개가 관측됐습니다." + "label": "재무 기반 보통", + "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 보통입니다. 강점은 영업이익률, OCF/순이익입니다. 확인할 위험은 매출 CAGR, 영업이익 CAGR입니다. 필수 분석 영역은 3/4개가 관측됐습니다." }, "confidence": { "level": "medium", @@ -75,10 +75,10 @@ { "id": "operatingMargin", "label": "영업이익률", - "value": 3.25, + "value": 91.88, "unit": "%", - "direction": "negative", - "scoreContribution": -1, + "direction": "positive", + "scoreContribution": 1, "sourceRef": "earnings.marginTrend", "period": "2023" }, @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -251,9 +251,9 @@ "label": "영업이익률", "comparisonKey": "profitability", "basis": "companyFundamentals", - "direction": "adverse", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -300,7 +300,7 @@ "falsifierRefs": [ "marginBreak" ], - "value": 3.25, + "value": 91.88, "unit": "%" }, { @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -411,7 +411,7 @@ { "id": "marginCompression", "label": "영업이익률이 현재보다 3%p 하락", - "currentValue": 3.25, + "currentValue": 91.88, "unit": "%", "driverRef": "operatingMargin", "sourceRef": "representative.assessment.drivers.operatingMargin" @@ -546,17 +546,17 @@ ] }, "assessment": { - "label": "재무 취약 신호", - "summary": "6개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 강점은 OCF/순이익, 부채비율입니다. 확인할 위험은 영업이익률, 매출 CAGR입니다.", - "score": -1, + "label": "재무 기반 보통", + "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 보통입니다. 강점은 영업이익률, OCF/순이익입니다. 확인할 위험은 매출 CAGR, 영업이익 CAGR입니다.", + "score": 1, "drivers": [ { "id": "operatingMargin", "label": "영업이익률", - "value": 3.25, + "value": 91.88, "unit": "%", - "direction": "negative", - "scoreContribution": -1, + "direction": "positive", + "scoreContribution": 1, "sourceRef": "earnings.marginTrend", "period": "2023" }, @@ -610,11 +610,11 @@ } ], "positiveDrivers": [ + "영업이익률", "OCF/순이익", "부채비율" ], "negativeDrivers": [ - "영업이익률", "매출 CAGR", "영업이익 CAGR" ] @@ -628,216 +628,76 @@ "market": "KR", "engine": "credit", "axis": "등급", - "version": "v4.0" + "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, - "status": "usable", + "status": "blocked", "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 5.61, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "등급 산출 불가", + "summary": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다." }, "confidence": { - "level": "high", - "score": 95.0, + "level": "blocked", + "score": 0.0, "method": "validAxisWeightCoverage" }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 1.37, - "unit": "riskScore", - "direction": "positive", - "weight": 20, - "contribution": 0.27, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 18.98, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 4.75, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 12.5, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 1.88, - "sourceRef": "axes.현금흐름" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/900070/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/900070/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ { - "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/900070/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시" }, { - "id": "credit.liquidity", - "label": "유동성은 매우 충분하다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-11", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/900070/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/900070/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 18.98, 가중치 25%" + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시" }, { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/900070/axes/자본구조", - "status": "derived", - "detail": "위험점수 1.37, 가중치 20%" + "id": "credit.axis.회계자산위험 프록시", + "status": "missing", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시" }, { "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/900070/axes/유동성", - "status": "derived", - "detail": "위험점수 3.41, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/900070/axes/현금흐름", - "status": "derived", - "detail": "위험점수 12.50, 가중치 15%" + "status": "missing", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성" }, { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/900070/axes/사업안정성", - "status": "derived", - "detail": "위험점수 9.88, 가중치 10%" + "id": "credit.axis.규모·변동성 진단", + "status": "missing", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단" }, { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/900070/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" + "id": "credit.calibration", + "status": "blocked", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "sourceRef": "blockedReason" } ], "scenarios": [ { "id": "base", "label": "기준", - "grade": "dCR-AA", - "score": 5.61, + "grade": null, + "score": null, "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 6.08, - "assumptions": { - "scenarioStress": "moderate" - } } ], "falsifiers": [ @@ -845,83 +705,75 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" } ], "payload": { "blockRefs": [ "grade", "axes", - "metricsHistory", - "narratives" + "metricsHistory" ], "gradeHistory": [ { "period": "2026", - "score": 0.84, + "score": 0.0, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.7, + "score": 0.0, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 0.9, + "score": 0.0, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 15.55, - "grade": "A", - "pdEstimate": 0.06 + "score": 0.0, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2022", - "score": 10.04, - "grade": "A+", - "pdEstimate": 0.04 + "score": 0.0, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2021", - "score": 11.16, - "grade": "A+", - "pdEstimate": 0.04 + "score": 0.0, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2020", - "score": 16.16, - "grade": "A-", - "pdEstimate": 0.08 + "score": 0.0, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2019", - "score": 21.18, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 0.0, + "grade": "AAA", + "pdEstimate": 0.0 } ], "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 + "validAxes": 0, + "totalAxes": 5, + "validWeight": 0, + "totalWeight": 0.0, + "weightCoverage": 0.0 }, - "eCR": "eCR-2", - "pdEstimate": 0.02, + "eCR": null, + "pdEstimate": null, "notchAdjustment": null, - "divergenceExplanation": [ - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] + "divergenceExplanation": [] } }, "industry": { @@ -934,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1061,15 +913,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", @@ -1087,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +984,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1169,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1070,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1250,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1376,7 +1228,8 @@ }, "statusCounts": { "partial": 3, - "usable": 2 + "blocked": 1, + "usable": 1 }, "gaps": [ { @@ -1387,10 +1240,45 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", + "id": "credit.axis.회계자본 프록시", "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계자산위험 프록시", + "status": "missing", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.유동성", + "status": "missing", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성", + "engine": "credit" + }, + { + "id": "credit.axis.규모·변동성 진단", + "status": "missing", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단", + "engine": "credit" + }, + { + "id": "credit.calibration", + "status": "blocked", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "sourceRef": "blockedReason", "engine": "credit" }, { diff --git a/landing/lenses/900100.json b/landing/lenses/900100.json index cb3f372cbfbdb6520f85c43b643b80918a81186f..e8e0ea68da630ecb08d09c7a8e7f9b602a740d19 100644 --- a/landing/lenses/900100.json +++ b/landing/lenses/900100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1213,10 +1213,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900110.json b/landing/lenses/900110.json index 54cdafebeacff40b763ddab14188a3e2663d26e0..3b530644b87ce9bc4ad148b84043c65b13c4b6ef 100644 --- a/landing/lenses/900110.json +++ b/landing/lenses/900110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -914,15 +914,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -985,17 +985,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1005,7 +1005,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1056,13 +1056,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1071,7 +1071,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900120.json b/landing/lenses/900120.json index 5b5547e6fe52ccc2e3eb696660c2ca0010dfc2fd..31768a0ee8bcaa300d84f131111b858afb52efec 100644 --- a/landing/lenses/900120.json +++ b/landing/lenses/900120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2021", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -757,14 +757,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -884,10 +884,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -923,7 +923,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -943,8 +943,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -964,8 +964,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1073,10 +1073,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900140.json b/landing/lenses/900140.json index 02ea4c2d88152d523268a56a4b8efa254d8fdaef..a5285842a72cbaa711f239426f1f93bffc94b5c5 100644 --- a/landing/lenses/900140.json +++ b/landing/lenses/900140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900250.json b/landing/lenses/900250.json index d12440a1f1ec524d5d6a05e227cd6fcb0f2514d8..906c3b4dd3214154d441ff4c351b458f2a8fb184 100644 --- a/landing/lenses/900250.json +++ b/landing/lenses/900250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -913,19 +913,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -939,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -984,17 +984,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900260.json b/landing/lenses/900260.json index 8a54f5e84bb2e409d0b338b3fede64c9a59d308a..26e3e4fc207974c8850eb67123475d780a332683 100644 --- a/landing/lenses/900260.json +++ b/landing/lenses/900260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -942,7 +942,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -962,8 +962,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900270.json b/landing/lenses/900270.json index 2fa32534fbd32a8f085125cd8a6b3d0a4cfe656c..28c0ecbc54d029d98c5eee5164f5eef8be1b208c 100644 --- a/landing/lenses/900270.json +++ b/landing/lenses/900270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -943,7 +943,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -963,8 +963,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -984,8 +984,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900290.json b/landing/lenses/900290.json index 7534a8fa988ff1e7ddbdc9d9e7410918607b6240..f6d3b51f3162f152e8d2104f7cc409eeb8d00cc5 100644 --- a/landing/lenses/900290.json +++ b/landing/lenses/900290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -64,10 +64,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -147,7 +147,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -191,7 +191,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023Q4", "status": "derived", @@ -212,7 +212,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -256,7 +256,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -277,7 +277,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -321,7 +321,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -342,7 +342,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -386,7 +386,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -672,13 +672,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -980,7 +980,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1062,7 +1062,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1124,10 +1124,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1143,10 +1143,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900300.json b/landing/lenses/900300.json index 71c093f42a5f577adf03ee5742a5c7e6370d2af6..4ea804e806a9d76c433f68f0f89673981d94548b 100644 --- a/landing/lenses/900300.json +++ b/landing/lenses/900300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -541,13 +541,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -849,7 +849,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -862,7 +862,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -882,8 +882,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -903,8 +903,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -914,7 +914,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -993,10 +993,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1012,10 +1012,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1035,7 +1035,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900310.json b/landing/lenses/900310.json index ae4bb8ab507cdcbb8cea33da620e3a8c2aadb036..87777288a97233e97c655b7278f1b664e49aeff5 100644 --- a/landing/lenses/900310.json +++ b/landing/lenses/900310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2022", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -920,7 +920,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -933,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -985,7 +985,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900340.json b/landing/lenses/900340.json index 502686670776d9806512dd552963344ed08e83c2..bd8a88da901544db4a866f96114c9525bae56483 100644 --- a/landing/lenses/900340.json +++ b/landing/lenses/900340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -677,14 +677,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-12" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -804,10 +804,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -830,7 +830,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -843,7 +843,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-12", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -863,8 +863,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -884,8 +884,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-12", - "dataAsOf": "2026-10-12", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -895,7 +895,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -912,7 +912,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-12", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-12", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-12" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -993,10 +993,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1016,7 +1016,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950110.json b/landing/lenses/950110.json index a6d22ef2bf477fee8d30ff7dd298dff44ada4949..8cd3280147a7771efbd33b2da31572995df6b705 100644 --- a/landing/lenses/950110.json +++ b/landing/lenses/950110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950130.json b/landing/lenses/950130.json index 603dc4e4511f06ac12c3ca5cd891eaa8938693aa..cce7faf97c817545cf06cd1ce65109db3ee6901a 100644 --- a/landing/lenses/950130.json +++ b/landing/lenses/950130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950140.json b/landing/lenses/950140.json index fc2dddfbbb87bcde961d1348f79f372fc317c959..87ce8e51b5b066320a45ac7aefbedfb71026481b 100644 --- a/landing/lenses/950140.json +++ b/landing/lenses/950140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1458,12 +1458,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d8c98d6d0fe3", + "target": "950140", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-18", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-18", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.493 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/950160.json b/landing/lenses/950160.json index 3b84dbf444ebeb3dd3bbd79f26bc831ab825b586..5adb61064e85f69598ab7b60352e38020dd82c19 100644 --- a/landing/lenses/950160.json +++ b/landing/lenses/950160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2023", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -918,8 +918,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -938,8 +938,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -958,7 +958,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1026,10 +1026,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1045,10 +1045,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1068,7 +1068,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950190.json b/landing/lenses/950190.json index 9c736c424cbeb698f03c89c9c1ec921cdb7c35f4..b5a6a606fc7086becbabdadf49973b747086f054 100644 --- a/landing/lenses/950190.json +++ b/landing/lenses/950190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950200.json b/landing/lenses/950200.json index eb693e4d4d324122beeec957218cf3ed5472efba..46d9bb458c992f208d68719566fa2b4d52589c96 100644 --- a/landing/lenses/950200.json +++ b/landing/lenses/950200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1367,7 +1367,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1385,8 +1385,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/950210.json b/landing/lenses/950210.json index cc993ead9759696eb251171ebc5d6b2678c1a7d3..1627f4a4c622563f328cddf2f065472e04d820a6 100644 --- a/landing/lenses/950210.json +++ b/landing/lenses/950210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2024", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -505,7 +505,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -524,7 +524,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -543,7 +543,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -562,7 +562,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -869,7 +869,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -882,8 +882,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -902,8 +902,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -913,7 +913,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -922,7 +922,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1009,10 +1009,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1032,7 +1032,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950220.json b/landing/lenses/950220.json index 0f39d0ba693366f259159dd73013d8b2ee24ebaf..ff53c6e26fc2075bbc74985c0e4536a166779392 100644 --- a/landing/lenses/950220.json +++ b/landing/lenses/950220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -876,8 +876,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -908,10 +908,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -921,7 +921,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -938,7 +938,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-15", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "usable", "conclusion": { @@ -1019,10 +1019,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1042,7 +1042,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950260.json b/landing/lenses/950260.json index 830ea77df65e07d890aa5403205775703d40ba6e..7cda1425bfb68a4a7f0ed447de8e93d8b66935cc 100644 --- a/landing/lenses/950260.json +++ b/landing/lenses/950260.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", + "asOf": "2026-10-18", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-11" + "retrievedAt": "2026-10-18" }, "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-11", - "dataAsOf": "2026-10-08", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-08", + "observedAt": "2026-10-16", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-11", - "dataAsOf": "2026-10-09", + "asOf": "2026-10-18", + "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-11" + "knowledgeBoundary": "2026-10-18" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 순풍 경로 우세", + "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.15, + "value": 3.23, "unit": "%p", - "signal": "rising", - "change": 0.06000000000000005, + "signal": "falling", + "change": -0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 96.24, + "value": 101.91, "unit": "$", "signal": "rising", - "change": 0.10999999999999943, + "change": 1.0499999999999972, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1342.8, + "value": 1331.4, "unit": "원", - "signal": "rising", - "change": 4.2999999999999545, + "signal": "falling", + "change": -13.199999999999818, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-15", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-06", + "observedAt": "2026-10-14", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-09", + "observedAt": "2026-10-16", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/index.json b/landing/lenses/index.json index 0ee2127262c4c099266502537db4fb29a9e58889..6879b0642025c0af68140645bc1b589b62a91267 100644 --- a/landing/lenses/index.json +++ b/landing/lenses/index.json @@ -1,10 +1,10 @@ { "schemaVersion": 1, - "requested": 2867, - "covered": 2867, - "published": 2843, + "requested": 2868, + "covered": 2868, + "published": 2852, "coverageRate": 1.0, - "successRate": 0.9916, + "successRate": 0.9944, "shardCount": 24, "companies": [ { @@ -398,214 +398,209 @@ "path": "172670.json" }, { - "target": "182360", + "target": "181710", "productCount": 5, - "path": "182360.json" + "path": "181710.json" }, { - "target": "190510", + "target": "189980", "productCount": 5, - "path": "190510.json" + "path": "189980.json" }, { - "target": "195990", + "target": "195940", "productCount": 5, - "path": "195990.json" + "path": "195940.json" }, { - "target": "201490", + "target": "200880", "productCount": 5, - "path": "201490.json" + "path": "200880.json" }, { - "target": "208350", + "target": "208340", "productCount": 5, - "path": "208350.json" + "path": "208340.json" }, { - "target": "214390", + "target": "214370", "productCount": 5, - "path": "214390.json" + "path": "214370.json" }, { - "target": "217590", + "target": "217500", "productCount": 5, - "path": "217590.json" + "path": "217500.json" }, { - "target": "222810", + "target": "222800", "productCount": 5, - "path": "222810.json" + "path": "222800.json" }, { - "target": "228340", + "target": "227950", "productCount": 5, - "path": "228340.json" + "path": "227950.json" }, { - "target": "237690", + "target": "236810", "productCount": 5, - "path": "237690.json" + "path": "236810.json" }, { - "target": "241840", + "target": "241820", "productCount": 5, - "path": "241840.json" + "path": "241820.json" }, { - "target": "251630", + "target": "251370", "productCount": 5, - "path": "251630.json" + "path": "251370.json" }, { - "target": "260930", + "target": "260660", "productCount": 5, - "path": "260930.json" + "path": "260660.json" }, { - "target": "265560", + "target": "265520", "productCount": 5, - "path": "265560.json" + "path": "265520.json" }, { - "target": "272210", + "target": "272110", "productCount": 5, - "path": "272210.json" + "path": "272110.json" }, { - "target": "282330", + "target": "281820", "productCount": 5, - "path": "282330.json" + "path": "281820.json" }, { - "target": "290520", + "target": "290380", "productCount": 5, - "path": "290520.json" + "path": "290380.json" }, { - "target": "297090", + "target": "296640", "productCount": 5, - "path": "297090.json" + "path": "296640.json" }, { - "target": "303360", + "target": "303030", "productCount": 5, - "path": "303360.json" + "path": "303030.json" }, { - "target": "310210", + "target": "310200", "productCount": 5, - "path": "310210.json" + "path": "310200.json" }, { - "target": "317860", - "productCount": 4, - "path": "317860.json" + "target": "317850", + "productCount": 5, + "path": "317850.json" }, { - "target": "326030", + "target": "323990", "productCount": 5, - "path": "326030.json" + "path": "323990.json" }, { - "target": "336060", + "target": "335890", "productCount": 5, - "path": "336060.json" + "path": "335890.json" }, { - "target": "347740", + "target": "347700", "productCount": 5, - "path": "347740.json" + "path": "347700.json" }, { - "target": "352940", + "target": "352910", "productCount": 5, - "path": "352940.json" + "path": "352910.json" }, { - "target": "360350", + "target": "360070", "productCount": 5, - "path": "360350.json" + "path": "360070.json" }, { - "target": "370090", + "target": "369370", "productCount": 5, - "path": "370090.json" + "path": "369370.json" }, { - "target": "377450", + "target": "377330", "productCount": 5, - "path": "377450.json" + "path": "377330.json" }, { - "target": "388050", - "productCount": 5, - "path": "388050.json" + "target": "387690", + "productCount": 4, + "path": "387690.json" }, { - "target": "396470", + "target": "396300", "productCount": 5, - "path": "396470.json" + "path": "396300.json" }, { - "target": "411080", + "target": "408920", "productCount": 5, - "path": "411080.json" + "path": "408920.json" }, { - "target": "419050", + "target": "418620", "productCount": 5, - "path": "419050.json" + "path": "418620.json" }, { - "target": "438700", + "target": "437730", "productCount": 5, - "path": "438700.json" + "path": "437730.json" }, { - "target": "448830", + "target": "452670", "productCount": 4, - "path": "448830.json" - }, - { - "target": "452980", - "productCount": 5, - "path": "452980.json" + "path": "452670.json" }, { - "target": "458870", + "target": "458650", "productCount": 5, - "path": "458870.json" + "path": "458650.json" }, { - "target": "464440", + "target": "464280", "productCount": 5, - "path": "464440.json" + "path": "464280.json" }, { - "target": "472230", + "target": "472220", "productCount": 5, - "path": "472230.json" + "path": "472220.json" }, { - "target": "475960", + "target": "475830", "productCount": 5, - "path": "475960.json" + "path": "475830.json" }, { - "target": "482690", + "target": "482680", "productCount": 5, - "path": "482690.json" + "path": "482680.json" }, { - "target": "489730", + "target": "489500", "productCount": 5, - "path": "489730.json" + "path": "489500.json" }, { - "target": "950110", + "target": "900340", "productCount": 5, - "path": "950110.json" + "path": "900340.json" }, { "target": "000020", @@ -998,214 +993,214 @@ "path": "173130.json" }, { - "target": "182400", + "target": "182360", "productCount": 5, - "path": "182400.json" + "path": "182360.json" }, { - "target": "190650", + "target": "190510", "productCount": 5, - "path": "190650.json" + "path": "190510.json" }, { - "target": "196170", + "target": "195990", "productCount": 5, - "path": "196170.json" + "path": "195990.json" }, { - "target": "203400", + "target": "201490", "productCount": 5, - "path": "203400.json" + "path": "201490.json" }, { - "target": "208370", + "target": "208350", "productCount": 5, - "path": "208370.json" + "path": "208350.json" }, { - "target": "214420", + "target": "214390", "productCount": 5, - "path": "214420.json" + "path": "214390.json" }, { - "target": "217620", + "target": "217590", "productCount": 5, - "path": "217620.json" + "path": "217590.json" }, { - "target": "222980", + "target": "222810", "productCount": 5, - "path": "222980.json" + "path": "222810.json" }, { - "target": "228670", + "target": "228340", "productCount": 5, - "path": "228670.json" + "path": "228340.json" }, { - "target": "237750", + "target": "237690", "productCount": 5, - "path": "237750.json" + "path": "237690.json" }, { - "target": "242040", + "target": "241840", "productCount": 5, - "path": "242040.json" + "path": "241840.json" }, { - "target": "251970", + "target": "251630", "productCount": 5, - "path": "251970.json" + "path": "251630.json" }, { - "target": "260970", + "target": "260930", "productCount": 5, - "path": "260970.json" + "path": "260930.json" }, { - "target": "265740", + "target": "265560", "productCount": 5, - "path": "265740.json" + "path": "265560.json" }, { - "target": "272290", + "target": "272210", "productCount": 5, - "path": "272290.json" + "path": "272210.json" }, { - "target": "282620", - "productCount": 4, - "path": "282620.json" + "target": "282330", + "productCount": 5, + "path": "282330.json" }, { - "target": "290550", + "target": "290520", "productCount": 5, - "path": "290550.json" + "path": "290520.json" }, { - "target": "297570", + "target": "297090", "productCount": 5, - "path": "297570.json" + "path": "297090.json" }, { - "target": "303530", + "target": "303360", "productCount": 5, - "path": "303530.json" + "path": "303360.json" }, { - "target": "310870", + "target": "310210", "productCount": 5, - "path": "310870.json" + "path": "310210.json" }, { - "target": "317870", - "productCount": 5, - "path": "317870.json" + "target": "317860", + "productCount": 4, + "path": "317860.json" }, { - "target": "327260", + "target": "326030", "productCount": 5, - "path": "327260.json" + "path": "326030.json" }, { - "target": "336260", + "target": "336060", "productCount": 5, - "path": "336260.json" + "path": "336060.json" }, { - "target": "347770", + "target": "347740", "productCount": 5, - "path": "347770.json" + "path": "347740.json" }, { - "target": "353190", + "target": "352940", "productCount": 5, - "path": "353190.json" + "path": "352940.json" }, { - "target": "361390", + "target": "360350", "productCount": 5, - "path": "361390.json" + "path": "360350.json" }, { - "target": "371950", + "target": "370090", "productCount": 5, - "path": "371950.json" + "path": "370090.json" }, { - "target": "377460", + "target": "377450", "productCount": 5, - "path": "377460.json" + "path": "377450.json" }, { - "target": "388210", + "target": "388050", "productCount": 5, - "path": "388210.json" + "path": "388050.json" }, { - "target": "396690", - "productCount": 4, - "path": "396690.json" + "target": "396470", + "productCount": 5, + "path": "396470.json" }, { - "target": "412350", + "target": "411080", "productCount": 5, - "path": "412350.json" + "path": "411080.json" }, { - "target": "419080", + "target": "419050", "productCount": 5, - "path": "419080.json" + "path": "419050.json" }, { - "target": "439090", + "target": "438700", "productCount": 5, - "path": "439090.json" + "path": "438700.json" }, { - "target": "448900", + "target": "448830", "productCount": 5, - "path": "448900.json" + "path": "448830.json" }, { - "target": "453340", + "target": "452980", "productCount": 5, - "path": "453340.json" + "path": "452980.json" }, { - "target": "459100", + "target": "458870", "productCount": 5, - "path": "459100.json" + "path": "458870.json" }, { - "target": "464490", + "target": "464440", "productCount": 5, - "path": "464490.json" + "path": "464440.json" }, { - "target": "472850", + "target": "472230", "productCount": 5, - "path": "472850.json" + "path": "472230.json" }, { - "target": "476040", + "target": "475960", "productCount": 5, - "path": "476040.json" + "path": "475960.json" }, { - "target": "483350", - "productCount": 4, - "path": "483350.json" + "target": "482690", + "productCount": 5, + "path": "482690.json" }, { - "target": "489790", + "target": "489730", "productCount": 5, - "path": "489790.json" + "path": "489730.json" }, { - "target": "950130", + "target": "950110", "productCount": 5, - "path": "950130.json" + "path": "950110.json" }, { "target": "000030", @@ -1444,7 +1439,7 @@ }, { "target": "057880", - "productCount": 4, + "productCount": 5, "path": "057880.json" }, { @@ -1598,214 +1593,214 @@ "path": "173940.json" }, { - "target": "183190", + "target": "182400", "productCount": 5, - "path": "183190.json" + "path": "182400.json" }, { - "target": "191410", + "target": "190650", "productCount": 5, - "path": "191410.json" + "path": "190650.json" }, { - "target": "196300", + "target": "196170", "productCount": 5, - "path": "196300.json" + "path": "196170.json" }, { - "target": "203450", + "target": "203400", "productCount": 5, - "path": "203450.json" + "path": "203400.json" }, { - "target": "208640", + "target": "208370", "productCount": 5, - "path": "208640.json" + "path": "208370.json" }, { - "target": "214430", + "target": "214420", "productCount": 5, - "path": "214430.json" + "path": "214420.json" }, { - "target": "217730", + "target": "217620", "productCount": 5, - "path": "217730.json" + "path": "217620.json" }, { - "target": "223250", + "target": "222980", "productCount": 5, - "path": "223250.json" + "path": "222980.json" }, { - "target": "228760", + "target": "228670", "productCount": 5, - "path": "228760.json" + "path": "228670.json" }, { - "target": "237820", + "target": "237750", "productCount": 5, - "path": "237820.json" + "path": "237750.json" }, { - "target": "243070", + "target": "242040", "productCount": 5, - "path": "243070.json" + "path": "242040.json" }, { - "target": "252500", + "target": "251970", "productCount": 5, - "path": "252500.json" + "path": "251970.json" }, { - "target": "261200", + "target": "260970", "productCount": 5, - "path": "261200.json" - }, - { - "target": "266170", - "productCount": 4, - "path": "266170.json" + "path": "260970.json" }, { - "target": "272450", + "target": "265740", "productCount": 5, - "path": "272450.json" + "path": "265740.json" }, { - "target": "282720", + "target": "272290", "productCount": 5, - "path": "282720.json" + "path": "272290.json" }, { - "target": "290560", - "productCount": 5, - "path": "290560.json" + "target": "282620", + "productCount": 4, + "path": "282620.json" }, { - "target": "297890", + "target": "290550", "productCount": 5, - "path": "297890.json" + "path": "290550.json" }, { - "target": "303810", + "target": "297570", "productCount": 5, - "path": "303810.json" + "path": "297570.json" }, { - "target": "311060", - "productCount": 4, - "path": "311060.json" + "target": "303530", + "productCount": 5, + "path": "303530.json" }, { - "target": "318000", + "target": "310870", "productCount": 5, - "path": "318000.json" + "path": "310870.json" }, { - "target": "328130", + "target": "317870", "productCount": 5, - "path": "328130.json" + "path": "317870.json" }, { - "target": "336370", + "target": "327260", "productCount": 5, - "path": "336370.json" + "path": "327260.json" }, { - "target": "347850", + "target": "336260", "productCount": 5, - "path": "347850.json" + "path": "336260.json" }, { - "target": "353200", + "target": "347770", "productCount": 5, - "path": "353200.json" + "path": "347770.json" }, { - "target": "361570", + "target": "353190", "productCount": 5, - "path": "361570.json" + "path": "353190.json" }, { - "target": "372170", + "target": "361390", "productCount": 5, - "path": "372170.json" + "path": "361390.json" }, { - "target": "377480", + "target": "371950", "productCount": 5, - "path": "377480.json" + "path": "371950.json" }, { - "target": "388610", + "target": "377460", "productCount": 5, - "path": "388610.json" + "path": "377460.json" }, { - "target": "397030", + "target": "388210", "productCount": 5, - "path": "397030.json" + "path": "388210.json" }, { - "target": "412540", - "productCount": 5, - "path": "412540.json" + "target": "396690", + "productCount": 4, + "path": "396690.json" }, { - "target": "419120", + "target": "412350", "productCount": 5, - "path": "419120.json" + "path": "412350.json" }, { - "target": "439260", + "target": "419080", "productCount": 5, - "path": "439260.json" + "path": "419080.json" }, { - "target": "450050", - "productCount": 4, - "path": "450050.json" + "target": "439090", + "productCount": 5, + "path": "439090.json" }, { - "target": "453450", + "target": "448900", "productCount": 5, - "path": "453450.json" + "path": "448900.json" }, { - "target": "459510", + "target": "453340", "productCount": 5, - "path": "459510.json" + "path": "453340.json" }, { - "target": "464500", + "target": "459100", "productCount": 5, - "path": "464500.json" + "path": "459100.json" }, { - "target": "473000", + "target": "464490", "productCount": 5, - "path": "473000.json" + "path": "464490.json" }, { - "target": "476060", + "target": "472850", "productCount": 5, - "path": "476060.json" + "path": "472850.json" }, { - "target": "483650", + "target": "476040", "productCount": 5, - "path": "483650.json" + "path": "476040.json" }, { - "target": "490470", + "target": "483350", + "productCount": 4, + "path": "483350.json" + }, + { + "target": "489790", "productCount": 5, - "path": "490470.json" + "path": "489790.json" }, { - "target": "950140", + "target": "950130", "productCount": 5, - "path": "950140.json" + "path": "950130.json" }, { "target": "000040", @@ -1937,6 +1932,11 @@ "productCount": 5, "path": "019540.json" }, + { + "target": "0218L0", + "productCount": 4, + "path": "0218L0.json" + }, { "target": "024060", "productCount": 5, @@ -2188,214 +2188,214 @@ "path": "174880.json" }, { - "target": "183300", + "target": "183190", "productCount": 5, - "path": "183300.json" + "path": "183190.json" }, { - "target": "191420", + "target": "191410", "productCount": 5, - "path": "191420.json" + "path": "191410.json" }, { - "target": "196450", + "target": "196300", "productCount": 5, - "path": "196450.json" + "path": "196300.json" }, { - "target": "203650", + "target": "203450", "productCount": 5, - "path": "203650.json" + "path": "203450.json" }, { - "target": "208710", + "target": "208640", "productCount": 5, - "path": "208710.json" + "path": "208640.json" }, { - "target": "214450", + "target": "214430", "productCount": 5, - "path": "214450.json" + "path": "214430.json" }, { - "target": "217820", + "target": "217730", "productCount": 5, - "path": "217820.json" + "path": "217730.json" }, { - "target": "223310", + "target": "223250", "productCount": 5, - "path": "223310.json" + "path": "223250.json" }, { 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"productCount": 5, - "path": "290650.json" + "path": "290560.json" }, { - "target": "298000", + "target": "297890", "productCount": 5, - "path": "298000.json" + "path": "297890.json" }, { - "target": "304100", + "target": "303810", "productCount": 5, - "path": "304100.json" + "path": "303810.json" }, { - "target": "311320", - "productCount": 5, - "path": "311320.json" + "target": "311060", + "productCount": 4, + "path": "311060.json" }, { - "target": "318010", + "target": "318000", "productCount": 5, - "path": "318010.json" + "path": "318000.json" }, { - "target": "328380", + "target": "328130", "productCount": 5, - "path": "328380.json" + "path": "328130.json" }, { - "target": "336570", + "target": "336370", "productCount": 5, - "path": "336570.json" + "path": "336370.json" }, { - "target": "347860", + "target": "347850", "productCount": 5, - "path": "347860.json" + "path": "347850.json" }, { - "target": "353590", + "target": "353200", "productCount": 5, - "path": "353590.json" + "path": "353200.json" }, { - "target": "361610", + "target": "361570", "productCount": 5, - "path": "361610.json" + "path": "361570.json" }, { - "target": "372320", + "target": "372170", "productCount": 5, - "path": "372320.json" + "path": "372170.json" }, { - "target": "377740", + "target": "377480", "productCount": 5, - "path": "377740.json" + "path": "377480.json" }, { - "target": "388720", + "target": "388610", "productCount": 5, - "path": "388720.json" + "path": "388610.json" }, { - "target": "397810", + "target": "397030", "productCount": 5, - "path": "397810.json" + "path": "397030.json" }, { - "target": "413390", + "target": "412540", "productCount": 5, - "path": "413390.json" + "path": "412540.json" }, { - "target": "419530", + "target": "419120", "productCount": 5, - "path": "419530.json" + "path": "419120.json" }, { - "target": "439580", + "target": "439260", "productCount": 5, - "path": "439580.json" + "path": "439260.json" }, { - "target": "450080", - "productCount": 5, - "path": "450080.json" + "target": "450050", + "productCount": 4, + "path": "450050.json" }, { - "target": "453860", + "target": "453450", "productCount": 5, - "path": "453860.json" + "path": "453450.json" }, { - "target": "459550", + "target": "459510", "productCount": 5, - "path": "459550.json" + "path": "459510.json" }, { - "target": "464580", + "target": "464500", "productCount": 5, - "path": "464580.json" + "path": "464500.json" }, { - "target": "473050", + "target": "473000", "productCount": 5, - "path": "473050.json" + "path": "473000.json" }, { - "target": "476080", + "target": "476060", "productCount": 5, - "path": "476080.json" + "path": "476060.json" }, { - "target": "484120", + "target": "483650", "productCount": 5, - "path": "484120.json" + "path": "483650.json" }, { - "target": "491000", + "target": "490470", "productCount": 5, - "path": "491000.json" + "path": "490470.json" }, { - "target": "950160", + "target": "950140", "productCount": 5, - "path": "950160.json" + "path": "950140.json" }, { "target": "000050", @@ -2564,7 +2564,7 @@ }, { "target": "033430", - "productCount": 4, + "productCount": 5, "path": "033430.json" }, { @@ -2788,209 +2788,214 @@ "path": "174900.json" }, { - "target": "183350", - "productCount": 4, - "path": "183350.json" + "target": "183300", + "productCount": 5, + "path": "183300.json" }, { - "target": "191600", - "productCount": 4, - "path": "191600.json" + "target": "191420", + "productCount": 5, + "path": "191420.json" }, { - "target": "196490", + "target": "196450", "productCount": 5, - "path": "196490.json" + "path": "196450.json" }, { - "target": "203690", + "target": "203650", "productCount": 5, - "path": "203690.json" + "path": "203650.json" }, { - "target": "208860", + "target": "208710", "productCount": 5, - "path": "208860.json" + "path": "208710.json" }, { - "target": "214610", + "target": "214450", "productCount": 5, - "path": "214610.json" + "path": "214450.json" }, { - "target": "217880", - "productCount": 4, - "path": "217880.json" + "target": "217820", + "productCount": 5, + "path": "217820.json" }, { - "target": "224060", + "target": "223310", "productCount": 5, - "path": "224060.json" + "path": "223310.json" }, { - "target": "229000", + "target": "228850", "productCount": 5, - "path": "229000.json" + "path": "228850.json" }, { - "target": "238090", + "target": "237880", "productCount": 5, - "path": "238090.json" + "path": "237880.json" }, { - "target": "244460", + "target": "243840", "productCount": 5, - "path": "244460.json" + "path": "243840.json" }, { - "target": "253450", + "target": "252990", "productCount": 5, - "path": "253450.json" + "path": "252990.json" }, { - "target": "261780", + "target": "261520", "productCount": 5, - "path": "261780.json" + "path": "261520.json" }, { - "target": "266690", + "target": "266350", "productCount": 5, - "path": "266690.json" + "path": "266350.json" }, { - "target": "273060", + "target": "272550", "productCount": 5, - "path": "273060.json" + "path": "272550.json" }, { - "target": "284620", + "target": "282880", "productCount": 5, - "path": "284620.json" + "path": "282880.json" }, { - "target": "290660", + "target": "290650", "productCount": 5, - "path": "290660.json" + "path": "290650.json" }, { - "target": "298020", + "target": "298000", "productCount": 5, - "path": "298020.json" + "path": "298000.json" }, { - "target": "304360", + "target": "304100", "productCount": 5, - "path": "304360.json" + "path": "304100.json" }, { - "target": "311390", + "target": "311320", "productCount": 5, - "path": "311390.json" + "path": "311320.json" }, { - "target": "318020", + "target": "318010", "productCount": 5, - "path": "318020.json" + "path": "318010.json" }, { - "target": "329180", + "target": "328380", "productCount": 5, - "path": "329180.json" + "path": "328380.json" }, { - "target": "336680", + "target": "336570", "productCount": 5, - "path": "336680.json" + "path": "336570.json" }, { - "target": "347890", + "target": "347860", "productCount": 5, - "path": "347890.json" + "path": "347860.json" }, { - "target": "353810", + "target": "353590", "productCount": 5, - "path": "353810.json" + "path": "353590.json" }, { - "target": "361670", + "target": "361610", "productCount": 5, - "path": "361670.json" + "path": "361610.json" }, { - "target": "372800", + "target": "372320", "productCount": 5, - "path": "372800.json" + "path": "372320.json" }, { - "target": "378340", + "target": "377740", "productCount": 5, - "path": "378340.json" + "path": "377740.json" }, { - "target": "388790", + "target": "388720", "productCount": 5, - "path": "388790.json" + "path": "388720.json" }, { - "target": "398120", + "target": "397810", "productCount": 5, - "path": "398120.json" + "path": "397810.json" }, { - "target": "413630", + "target": "413390", "productCount": 5, - "path": "413630.json" + "path": "413390.json" }, { - "target": "419540", + "target": "419530", "productCount": 5, - "path": "419540.json" + "path": "419530.json" }, { - "target": "439960", + "target": "439580", "productCount": 5, - "path": "439960.json" + "path": "439580.json" }, { - "target": "450140", + "target": "450080", "productCount": 5, - "path": "450140.json" + "path": "450080.json" }, { - "target": "454910", + "target": "453860", "productCount": 5, - "path": "454910.json" + "path": "453860.json" }, { - "target": "460470", + "target": "459550", "productCount": 5, - "path": "460470.json" + "path": "459550.json" }, { - "target": "464680", + "target": "464580", "productCount": 5, - "path": "464680.json" + "path": "464580.json" }, { - "target": "473950", + "target": "473050", "productCount": 5, - "path": "473950.json" + "path": "473050.json" }, { - "target": "476830", + "target": "476080", "productCount": 5, - "path": "476830.json" + "path": "476080.json" }, { - "target": "484130", + "target": "484120", "productCount": 5, - "path": "484130.json" + "path": "484120.json" }, { - "target": "492220", + "target": "491000", "productCount": 5, - "path": "492220.json" + "path": "491000.json" + }, + { + "target": "950160", + "productCount": 5, + "path": "950160.json" }, { "target": "000060", @@ -3032,6 +3037,11 @@ "productCount": 5, "path": "003120.json" }, + { + "target": "0035S0", + "productCount": 4, + "path": "0035S0.json" + }, { "target": "004170", "productCount": 5, @@ -3122,6 +3132,11 @@ "productCount": 5, "path": "019570.json" }, + { + "target": "0220W0", + "productCount": 4, + "path": "0220W0.json" + }, { "target": "024090", "productCount": 5, @@ -3373,214 +3388,209 @@ "path": "175140.json" }, { - "target": "183490", - "productCount": 5, - "path": "183490.json" + "target": "183350", + "productCount": 4, + "path": "183350.json" }, { - "target": "192080", - "productCount": 5, - "path": "192080.json" + "target": "191600", + "productCount": 4, + "path": "191600.json" }, { - "target": "196700", + "target": "196490", "productCount": 5, - "path": "196700.json" + "path": "196490.json" }, { - "target": "204020", + "target": "203690", "productCount": 5, - "path": "204020.json" + "path": "203690.json" }, { - "target": "209640", + "target": "208860", "productCount": 5, - "path": "209640.json" + "path": "208860.json" }, { - "target": "214680", + "target": "214610", "productCount": 5, - "path": "214680.json" + "path": "214610.json" }, { - "target": "217950", + "target": "217880", "productCount": 4, - "path": "217950.json" + "path": "217880.json" }, { - "target": "224110", + "target": "224060", "productCount": 5, - "path": "224110.json" - }, - { - "target": "229500", - "productCount": 4, - "path": "229500.json" + "path": "224060.json" }, { - "target": "238120", + "target": "229000", "productCount": 5, - "path": "238120.json" + "path": "229000.json" }, { - "target": "244920", + "target": "238090", "productCount": 5, - "path": "244920.json" + "path": "238090.json" }, { - "target": "253590", + "target": "244460", "productCount": 5, - "path": "253590.json" + "path": "244460.json" }, { - "target": "262260", + "target": "253450", "productCount": 5, - "path": "262260.json" + "path": "253450.json" }, { - "target": "267080", + "target": "261780", "productCount": 5, - "path": "267080.json" + "path": "261780.json" }, { - "target": "273640", + "target": "266690", "productCount": 5, - "path": "273640.json" + "path": "266690.json" }, { - "target": "284740", + "target": "273060", "productCount": 5, - "path": "284740.json" + "path": "273060.json" }, { - "target": "290670", + "target": "284620", "productCount": 5, - "path": "290670.json" + "path": "284620.json" }, { - "target": "298040", + "target": "290660", "productCount": 5, - "path": "298040.json" + "path": "290660.json" }, { - "target": "304840", + "target": "298020", "productCount": 5, - "path": "304840.json" + "path": "298020.json" }, { - "target": "311690", + "target": "304360", "productCount": 5, - "path": "311690.json" + "path": "304360.json" }, { - "target": "318060", + "target": "311390", "productCount": 5, - "path": "318060.json" + "path": "311390.json" }, { - "target": "330350", + "target": "318020", "productCount": 5, - "path": "330350.json" + "path": "318020.json" }, { - "target": "337930", + "target": "329180", "productCount": 5, - "path": "337930.json" + "path": "329180.json" }, { - "target": "348030", + "target": "336680", "productCount": 5, - "path": "348030.json" + "path": "336680.json" }, { - "target": "354200", + "target": "347890", "productCount": 5, - "path": "354200.json" + "path": "347890.json" }, { - "target": "362320", + "target": "353810", "productCount": 5, - "path": "362320.json" + "path": "353810.json" }, { - "target": "372910", + "target": "361670", "productCount": 5, - "path": "372910.json" + "path": "361670.json" }, { - "target": "378800", + "target": "372800", "productCount": 5, - "path": "378800.json" + "path": "372800.json" }, { - "target": "388870", + "target": "378340", "productCount": 5, - "path": "388870.json" + "path": "378340.json" }, { - "target": "399720", + "target": "388790", "productCount": 5, - "path": "399720.json" + "path": "388790.json" }, { - "target": "413640", + "target": "398120", "productCount": 5, - "path": "413640.json" + "path": "398120.json" }, { - "target": "420570", + "target": "413630", "productCount": 5, - "path": "420570.json" + "path": "413630.json" }, { - "target": "440110", + "target": "419540", "productCount": 5, - "path": "440110.json" + "path": "419540.json" }, { - "target": "450330", + "target": "439960", "productCount": 5, - "path": "450330.json" + "path": "439960.json" }, { - "target": "455180", + "target": "450140", "productCount": 5, - "path": "455180.json" + "path": "450140.json" }, { - "target": "460850", + "target": "454910", "productCount": 5, - "path": "460850.json" + "path": "454910.json" }, { - "target": "465320", + "target": "460470", "productCount": 5, - "path": "465320.json" + "path": "460470.json" }, { - "target": "473980", + "target": "464680", "productCount": 5, - "path": "473980.json" + "path": "464680.json" }, { - "target": "477340", + "target": "473950", "productCount": 5, - "path": "477340.json" + "path": "473950.json" }, { - "target": "484590", + "target": "476830", "productCount": 5, - "path": "484590.json" + "path": "476830.json" }, { - "target": "493280", + "target": "484130", "productCount": 5, - "path": "493280.json" + "path": "484130.json" }, { - "target": "950190", + "target": "492220", "productCount": 5, - "path": "950190.json" + "path": "492220.json" }, { "target": "000070", @@ -3973,209 +3983,214 @@ "path": "175250.json" }, { - "target": "184230", + "target": "183490", "productCount": 5, - "path": "184230.json" + "path": "183490.json" }, { - "target": "192250", + "target": "192080", "productCount": 5, - "path": "192250.json" + "path": "192080.json" }, { - "target": "197140", + "target": "196700", "productCount": 5, - "path": "197140.json" + "path": "196700.json" }, { - "target": "204210", + "target": "204020", "productCount": 5, - "path": "204210.json" + "path": "204020.json" }, { - "target": "210120", + "target": "209640", "productCount": 5, - "path": "210120.json" + "path": "209640.json" }, { - "target": "214870", + "target": "214680", "productCount": 5, - "path": "214870.json" + "path": "214680.json" }, { - "target": "218150", - "productCount": 5, - "path": "218150.json" + "target": "217950", + "productCount": 4, + "path": "217950.json" }, { - "target": "225190", + "target": "224110", "productCount": 5, - "path": "225190.json" + "path": "224110.json" }, { - "target": "229640", + "target": "229500", + "productCount": 4, + "path": "229500.json" + }, + { + "target": "238120", "productCount": 5, - "path": "229640.json" + "path": "238120.json" }, { - "target": "238170", - "productCount": 4, - "path": "238170.json" + "target": "244920", + "productCount": 5, + "path": "244920.json" }, { - "target": "245620", + "target": "253590", "productCount": 5, - "path": "245620.json" + "path": "253590.json" }, { - "target": "253840", + "target": "262260", "productCount": 5, - "path": "253840.json" + "path": "262260.json" }, { - "target": "262840", + "target": "267080", "productCount": 5, - "path": "262840.json" + "path": "267080.json" }, { - "target": "267250", + "target": "273640", "productCount": 5, - "path": "267250.json" + "path": "273640.json" }, { - "target": "274090", + "target": "284740", "productCount": 5, - "path": "274090.json" + "path": "284740.json" }, { - "target": "285130", + "target": "290670", "productCount": 5, - "path": "285130.json" + "path": "290670.json" }, { - "target": "290690", + "target": "298040", "productCount": 5, - "path": "290690.json" + "path": "298040.json" }, { - "target": "298050", + "target": "304840", "productCount": 5, - "path": "298050.json" + "path": "304840.json" }, { - "target": "305090", + "target": "311690", "productCount": 5, - "path": "305090.json" + "path": "311690.json" }, { - "target": "311960", - "productCount": 4, - "path": "311960.json" + "target": "318060", + "productCount": 5, + "path": "318060.json" }, { - "target": "318160", + "target": "330350", "productCount": 5, - "path": "318160.json" + "path": "330350.json" }, { - "target": "330590", - "productCount": 4, - "path": "330590.json" + "target": "337930", + "productCount": 5, + "path": "337930.json" }, { - "target": "348080", + "target": "348030", "productCount": 5, - "path": "348080.json" + "path": "348030.json" }, { - "target": "354320", + "target": "354200", "productCount": 5, - "path": "354320.json" + "path": "354200.json" }, { - "target": "362990", + "target": "362320", "productCount": 5, - "path": "362990.json" + "path": "362320.json" }, { - "target": "373110", + "target": "372910", "productCount": 5, - "path": "373110.json" + "path": "372910.json" }, { - "target": "378850", + "target": "378800", "productCount": 5, - "path": "378850.json" + "path": "378800.json" }, { - "target": "389020", + "target": "388870", "productCount": 5, - "path": "389020.json" + "path": "388870.json" }, { - "target": "400760", - "productCount": 3, - "path": "400760.json" + "target": "399720", + "productCount": 5, + "path": "399720.json" }, { - "target": "415380", + "target": "413640", "productCount": 5, - "path": "415380.json" + "path": "413640.json" }, { - "target": "420770", + "target": "420570", "productCount": 5, - "path": "420770.json" + "path": "420570.json" }, { - "target": "440290", + "target": "440110", "productCount": 5, - "path": "440290.json" + "path": "440110.json" }, { - "target": "450520", + "target": "450330", "productCount": 5, - "path": "450520.json" + "path": "450330.json" }, { - "target": "455250", - "productCount": 4, - "path": "455250.json" + "target": "455180", + "productCount": 5, + "path": "455180.json" }, { - "target": "460860", + "target": "460850", "productCount": 5, - "path": "460860.json" + "path": "460850.json" }, { - "target": "465480", + "target": "465320", "productCount": 5, - "path": "465480.json" + "path": "465320.json" }, { - "target": "474170", + "target": "473980", "productCount": 5, - "path": "474170.json" + "path": "473980.json" }, { - "target": "477380", + "target": "477340", "productCount": 5, - "path": "477380.json" + "path": "477340.json" }, { - "target": "484810", + "target": "484590", "productCount": 5, - "path": "484810.json" + "path": "484590.json" }, { - "target": "493330", + "target": "493280", "productCount": 5, - "path": "493330.json" + "path": "493280.json" }, { - "target": "950200", + "target": "950190", "productCount": 5, - "path": "950200.json" + "path": "950190.json" }, { "target": "000080", @@ -4568,214 +4583,209 @@ "path": "175330.json" }, { - "target": "185190", - "productCount": 4, - "path": "185190.json" - }, - { - "target": "192390", + "target": "184230", "productCount": 5, - "path": "192390.json" + "path": "184230.json" }, { - "target": "198080", + "target": "192250", "productCount": 5, - "path": "198080.json" + "path": "192250.json" }, { - "target": "204270", + "target": "197140", "productCount": 5, - "path": "204270.json" + "path": "197140.json" }, { - "target": "210540", + "target": "204210", "productCount": 5, - "path": "210540.json" + "path": "204210.json" }, { - "target": "215000", + "target": "210120", "productCount": 5, - "path": "215000.json" + "path": "210120.json" }, { - "target": "218410", + "target": "214870", "productCount": 5, - "path": "218410.json" + "path": "214870.json" }, { - "target": "225220", + "target": "218150", "productCount": 5, - "path": "225220.json" + "path": "218150.json" }, { - "target": "230240", + "target": "225190", "productCount": 5, - "path": "230240.json" + "path": "225190.json" }, { - "target": "238200", + "target": "229640", "productCount": 5, - "path": "238200.json" + "path": "229640.json" }, { - "target": "246250", - "productCount": 5, - "path": "246250.json" + "target": "238170", + "productCount": 4, + "path": "238170.json" }, { - "target": "254120", + "target": "245620", "productCount": 5, - "path": "254120.json" + "path": "245620.json" }, { - "target": "263020", + "target": "253840", "productCount": 5, - "path": "263020.json" + "path": "253840.json" }, { - "target": "267260", + "target": "262840", "productCount": 5, - "path": "267260.json" + "path": "262840.json" }, { - "target": "274400", + "target": "267250", "productCount": 5, - "path": "274400.json" + "path": "267250.json" }, { - "target": "285490", + "target": "274090", "productCount": 5, - "path": "285490.json" + "path": "274090.json" }, { - "target": "290720", + "target": "285130", "productCount": 5, - "path": "290720.json" + "path": "285130.json" }, { - "target": "298060", + "target": "290690", "productCount": 5, - "path": "298060.json" + "path": "290690.json" }, { - "target": "306040", + "target": "298050", "productCount": 5, - "path": "306040.json" + "path": "298050.json" }, { - "target": "312610", + "target": "305090", "productCount": 5, - "path": "312610.json" + "path": "305090.json" }, { - "target": "318410", - "productCount": 5, - "path": "318410.json" + "target": "311960", + 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"target": "402030", - "productCount": 5, - "path": "402030.json" + "target": "400760", + "productCount": 3, + "path": "400760.json" }, { - "target": "415640", - "productCount": 4, - "path": "415640.json" + "target": "415380", + "productCount": 5, + "path": "415380.json" }, { - "target": "424760", + "target": "420770", "productCount": 5, - "path": "424760.json" + "path": "420770.json" }, { - "target": "440320", + "target": "440290", "productCount": 5, - "path": "440320.json" + "path": "440290.json" }, { - "target": "450940", - "productCount": 4, - "path": "450940.json" + "target": "450520", + "productCount": 5, + "path": "450520.json" }, { - "target": "455310", + "target": "455250", "productCount": 4, - "path": "455310.json" + "path": "455250.json" }, { - "target": "460870", + "target": "460860", "productCount": 5, - "path": "460870.json" + "path": "460860.json" }, { - "target": "465770", + "target": "465480", "productCount": 5, - "path": "465770.json" + "path": "465480.json" }, { - "target": "474490", + "target": "474170", "productCount": 5, - "path": "474490.json" + "path": "474170.json" }, { - "target": "477470", + "target": "477380", "productCount": 5, - "path": "477470.json" + "path": "477380.json" }, { - "target": "484870", + "target": "484810", "productCount": 5, - "path": "484870.json" + "path": "484810.json" }, { - "target": "493790", + "target": "493330", "productCount": 5, - "path": "493790.json" + "path": "493330.json" }, { - "target": "950210", + "target": "950200", "productCount": 5, - "path": "950210.json" + "path": "950200.json" }, { "target": "000100", @@ -4864,7 +4874,7 @@ }, { "target": "009540", - "productCount": 3, + "productCount": 4, "path": "009540.json" }, { @@ -5168,209 +5178,214 @@ "path": "176750.json" }, { - "target": "185490", + "target": "185190", + "productCount": 4, + "path": "185190.json" + }, + { + "target": "192390", "productCount": 5, - "path": "185490.json" + "path": "192390.json" }, { - "target": "192400", + "target": "198080", "productCount": 5, - "path": "192400.json" + "path": "198080.json" }, { - "target": "198440", + "target": "204270", "productCount": 5, - "path": "198440.json" + "path": "204270.json" }, { - "target": "204320", + "target": "210540", "productCount": 5, - "path": "204320.json" + "path": "210540.json" }, { - "target": "210980", + "target": "215000", "productCount": 5, - "path": "210980.json" + "path": "215000.json" }, { - "target": "215090", + "target": "218410", "productCount": 5, - "path": "215090.json" + "path": "218410.json" }, { - "target": "219130", + "target": "225220", "productCount": 5, - "path": "219130.json" + "path": "225220.json" }, { - "target": "225430", + "target": "230240", "productCount": 5, - "path": "225430.json" + "path": "230240.json" }, { - "target": "230360", + "target": "238200", "productCount": 5, - "path": "230360.json" + "path": "238200.json" }, { - "target": "238490", + "target": "246250", "productCount": 5, - "path": "238490.json" + "path": 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"target": "460930", + "target": "465770", "productCount": 5, - "path": "460930.json" + "path": "465770.json" }, { - "target": "466100", + "target": "474490", "productCount": 5, - "path": "466100.json" + "path": "474490.json" }, { - "target": "474610", + "target": "477470", "productCount": 5, - "path": "474610.json" + "path": "477470.json" }, { - "target": "477760", + "target": "484870", "productCount": 5, - "path": "477760.json" + "path": "484870.json" }, { - "target": "494120", + "target": "493790", "productCount": 5, - "path": "494120.json" + "path": "493790.json" }, { - "target": "950220", + "target": "950210", "productCount": 5, - "path": "950220.json" + "path": "950210.json" }, { "target": "000110", @@ -5763,209 +5778,214 @@ "path": "177350.json" }, { - "target": "185750", + "target": "185490", "productCount": 5, - "path": "185750.json" + "path": "185490.json" }, { - "target": "192410", + "target": "192400", "productCount": 5, - "path": "192410.json" + "path": "192400.json" }, { - "target": "198940", + "target": "198440", "productCount": 5, - "path": "198940.json" + "path": "198440.json" }, { - "target": "204610", + "target": "204320", "productCount": 5, - "path": "204610.json" + "path": "204320.json" }, { - "target": "211050", + "target": "210980", "productCount": 5, - "path": "211050.json" + "path": "210980.json" }, { - "target": "215100", + "target": "215090", "productCount": 5, - "path": "215100.json" + "path": "215090.json" }, { - "target": "219420", + "target": "219130", "productCount": 5, - "path": "219420.json" + "path": "219130.json" }, { - "target": "225530", + "target": "225430", "productCount": 5, - "path": "225530.json" + "path": "225430.json" }, { - "target": "230980", + "target": "230360", "productCount": 5, - "path": "230980.json" + "path": "230360.json" }, { - "target": "238500", - "productCount": 4, - "path": "238500.json" + "target": "238490", + "productCount": 5, + "path": "238490.json" }, { - "target": "246710", + "target": "246690", 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"target": "466410", + "target": "466100", "productCount": 5, - "path": "466410.json" + "path": "466100.json" }, { - "target": "474650", + "target": "474610", "productCount": 5, - "path": "474650.json" + "path": "474610.json" }, { - "target": "477850", + "target": "477760", "productCount": 5, - "path": "477850.json" + "path": "477760.json" }, { - "target": "486630", + "target": "486510", + "productCount": 4, + "path": "486510.json" + }, + { + "target": "494120", "productCount": 5, - "path": "486630.json" + "path": "494120.json" }, { - "target": "496070", + "target": "950220", "productCount": 5, - "path": "496070.json" + "path": "950220.json" }, { "target": "000120", @@ -6353,214 +6373,209 @@ "path": "177830.json" }, { - "target": "186230", + "target": "185750", "productCount": 5, - "path": "186230.json" + "path": "185750.json" }, { - "target": "192440", + "target": "192410", "productCount": 5, - "path": "192440.json" + "path": "192410.json" }, { - "target": "199430", + "target": 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"path": "467930.json" }, { - "target": "900100", + "target": "475040", "productCount": 5, - "path": "900100.json" + "path": "475040.json" + }, + { + "target": "478390", + "productCount": 5, + "path": "478390.json" + }, + { + "target": "487400", + "productCount": 4, + "path": "487400.json" + }, + { + "target": "900070", + "productCount": 5, + "path": "900070.json" }, { "target": "0001A0", @@ -8379,7 +8414,7 @@ }, { "target": "005450", - "productCount": 4, + "productCount": 5, "path": "005450.json" }, { @@ -8713,199 +8748,194 @@ "path": "178780.json" }, { - "target": "187660", + "target": "187420", "productCount": 5, - "path": "187660.json" + "path": "187420.json" }, { - "target": "192820", + "target": "192650", "productCount": 5, - "path": "192820.json" + "path": "192650.json" }, { - "target": "199800", + "target": "199730", "productCount": 5, - "path": "199800.json" + "path": "199730.json" }, { - "target": "205470", + "target": "205100", "productCount": 5, - "path": "205470.json" + 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+ "target": "263750", "productCount": 5, - "path": "263770.json" + "path": "263750.json" }, { - "target": "268280", + "target": "267980", "productCount": 5, - "path": "268280.json" + "path": "267980.json" }, { - "target": "277880", + "target": "277810", "productCount": 5, - "path": "277880.json" + "path": "277810.json" }, { - "target": "288620", + "target": "288330", "productCount": 5, - "path": "288620.json" + "path": "288330.json" }, { - "target": "293580", + "target": "293490", "productCount": 5, - "path": "293580.json" + "path": "293490.json" }, { - "target": "299660", + "target": "299170", "productCount": 5, - "path": "299660.json" + "path": "299170.json" }, { - "target": "307930", + "target": "307870", "productCount": 5, - "path": "307930.json" + "path": "307870.json" }, { - "target": "317120", + "target": "316140", "productCount": 5, - "path": "317120.json" + "path": "316140.json" }, { - "target": "321820", + "target": "321550", "productCount": 5, - "path": "321820.json" + "path": "321550.json" }, { - "target": "332370", + "target": "332290", "productCount": 5, - "path": "332370.json" + "path": "332290.json" }, { - "target": "340570", + "target": "340450", "productCount": 5, - "path": "340570.json" + "path": "340450.json" }, { - "target": "351020", + "target": "350520", "productCount": 4, - "path": "351020.json" + "path": "350520.json" }, { - "target": "357230", + "target": "365340", "productCount": 5, - "path": "357230.json" + "path": "365340.json" }, { - "target": "376290", + "target": "376270", "productCount": 5, - "path": "376290.json" + "path": "376270.json" }, { - "target": "382840", + "target": "382800", "productCount": 5, - "path": "382840.json" + "path": "382800.json" }, { - "target": "391710", + "target": "389680", "productCount": 5, - "path": "391710.json" + "path": "389680.json" }, { - "target": "403870", + "target": "403850", "productCount": 5, - "path": "403870.json" + "path": "403850.json" }, { - "target": "417500", + "target": "429270", "productCount": 5, - "path": "417500.json" + "path": "429270.json" }, { - "target": "430690", - "productCount": 5, - "path": "430690.json" + "target": "444920", + "productCount": 4, + "path": "444920.json" }, { - "target": "445090", + "target": "456160", "productCount": 5, - "path": "445090.json" + "path": "456160.json" }, { - "target": "452160", + "target": "462310", "productCount": 5, - "path": "452160.json" - }, - { - "target": "456490", - "productCount": 4, - "path": "456490.json" + "path": "462310.json" }, { - "target": "462350", + "target": "468530", "productCount": 5, - "path": "462350.json" + "path": "468530.json" }, { - "target": "475230", + "target": "475150", "productCount": 5, - "path": "475230.json" + "path": "475150.json" }, { - "target": "478560", + "target": "478440", "productCount": 5, - "path": "478560.json" + "path": "478440.json" }, { - "target": "487580", + "target": "487570", "productCount": 5, - "path": "487580.json" + "path": "487570.json" }, { - "target": "900110", + "target": "900100", "productCount": 5, - "path": "900110.json" + "path": "900100.json" }, { "target": "000210", @@ -9298,204 +9328,204 @@ "path": "178920.json" }, { - "target": "187790", + "target": "187660", "productCount": 5, - "path": "187790.json" + "path": "187660.json" }, { - "target": "193250", + "target": "192820", "productCount": 5, - "path": "193250.json" + "path": "192820.json" }, { - "target": "199820", + "target": "199800", "productCount": 5, - "path": "199820.json" + "path": "199800.json" }, { - "target": "205500", + "target": "205470", "productCount": 5, - "path": "205500.json" + "path": "205470.json" }, { - "target": "213500", + "target": "213420", "productCount": 5, - "path": "213500.json" + "path": "213420.json" }, { - "target": "215790", + "target": "215600", "productCount": 5, - "path": "215790.json" + "path": "215600.json" }, { - "target": "221800", + "target": "220260", "productCount": 5, - "path": "221800.json" + "path": "220260.json" }, { - "target": "226360", + "target": "226340", "productCount": 5, - "path": "226360.json" + "path": "226340.json" }, { - "target": "234080", + "target": "234030", "productCount": 5, - "path": "234080.json" + "path": "234030.json" }, { - "target": "240810", + "target": "240600", "productCount": 5, - "path": "240810.json" + "path": "240600.json" }, { - "target": "248170", + "target": "248070", "productCount": 5, - "path": "248170.json" + "path": "248070.json" }, { - "target": "257370", + "target": "256940", "productCount": 5, - "path": "257370.json" + "path": "256940.json" }, { - "target": "263800", + "target": "263770", "productCount": 5, - "path": "263800.json" + "path": "263770.json" }, { - "target": "269620", + "target": "268280", "productCount": 5, - "path": "269620.json" + "path": "268280.json" }, { - "target": "278280", + "target": "277880", "productCount": 5, - "path": "278280.json" + "path": "277880.json" }, { - "target": "288980", + "target": "288620", "productCount": 5, - "path": "288980.json" + "path": "288620.json" }, { - "target": "293780", + "target": "293580", "productCount": 5, - "path": "293780.json" + "path": "293580.json" }, { - "target": "299900", + "target": "299660", "productCount": 5, - "path": "299900.json" + "path": "299660.json" }, { - "target": "307950", + "target": "307930", "productCount": 5, - "path": "307950.json" + "path": "307930.json" }, { - "target": "317240", + "target": "317120", "productCount": 5, - "path": "317240.json" + "path": "317120.json" }, { - "target": "322000", + "target": "321820", "productCount": 5, - "path": "322000.json" + "path": "321820.json" }, { - "target": "332570", + "target": "332370", "productCount": 5, - "path": "332570.json" + "path": "332370.json" }, { - "target": "340810", + "target": "340570", "productCount": 5, - "path": "340810.json" + "path": "340570.json" }, { - "target": "351320", - "productCount": 5, - "path": "351320.json" + "target": "351020", + "productCount": 4, + "path": "351020.json" }, { - "target": "365590", + "target": "357230", "productCount": 5, - "path": "365590.json" + "path": "357230.json" }, { - "target": "376300", + "target": "376290", "productCount": 5, - "path": "376300.json" + "path": "376290.json" }, { - "target": "382900", + "target": "382840", "productCount": 5, - "path": "382900.json" + "path": "382840.json" }, { - "target": "393210", + "target": "391710", "productCount": 5, - "path": "393210.json" + "path": "391710.json" }, { - "target": "404990", - "productCount": 3, - "path": "404990.json" + "target": "403870", + "productCount": 5, + "path": "403870.json" }, { - "target": "417790", + "target": "417500", "productCount": 5, - "path": "417790.json" + "path": "417500.json" }, { - "target": "431190", + "target": "430690", "productCount": 5, - "path": "431190.json" + "path": "430690.json" }, { - "target": "445180", + "target": "445090", "productCount": 5, - "path": "445180.json" + "path": "445090.json" }, { - "target": "452190", + "target": "452160", "productCount": 5, - "path": "452190.json" + "path": "452160.json" }, { - "target": "457190", - "productCount": 5, - "path": "457190.json" + "target": "456490", + "productCount": 4, + "path": "456490.json" }, { - "target": "462510", + "target": "462350", "productCount": 5, - "path": "462510.json" + "path": "462350.json" }, { - "target": "468760", - "productCount": 5, - "path": "468760.json" + "target": "468670", + "productCount": 4, + "path": "468670.json" }, { - "target": "475240", + "target": "475230", "productCount": 5, - "path": "475240.json" + "path": "475230.json" }, { - "target": "479880", + "target": "478560", "productCount": 5, - "path": "479880.json" + "path": "478560.json" }, { - "target": "487720", + "target": "487580", "productCount": 5, - "path": "487720.json" + "path": "487580.json" }, { - "target": "900120", + "target": "900110", "productCount": 5, - "path": "900120.json" + "path": "900110.json" }, { "target": "000220", @@ -9694,7 +9724,7 @@ }, { "target": "042670", - "productCount": 4, + "productCount": 5, "path": "042670.json" }, { @@ -9888,204 +9918,204 @@ "path": "179290.json" }, { - "target": "187870", + "target": "187790", "productCount": 5, - "path": "187870.json" + "path": "187790.json" }, { - "target": "194370", + "target": "193250", "productCount": 5, - "path": "194370.json" + "path": "193250.json" }, { - "target": "200130", + "target": "199820", "productCount": 5, - "path": "200130.json" + "path": "199820.json" }, { - "target": "206400", + "target": "205500", "productCount": 5, - "path": "206400.json" + "path": "205500.json" }, { - "target": "214150", + "target": "213500", "productCount": 5, - "path": "214150.json" + "path": "213500.json" }, { - "target": "216050", + "target": "215790", "productCount": 5, - "path": "216050.json" + "path": "215790.json" }, { - "target": "221840", + "target": "221800", "productCount": 5, - "path": "221840.json" + "path": "221800.json" }, { - "target": "226400", + "target": "226360", "productCount": 5, - "path": "226400.json" + "path": "226360.json" }, { - "target": "234100", + "target": "234080", "productCount": 5, - "path": "234100.json" + "path": "234080.json" }, { - "target": "241520", + "target": "240810", "productCount": 5, - "path": "241520.json" + "path": "240810.json" }, { - "target": "249420", + "target": "248170", "productCount": 5, - "path": "249420.json" + "path": "248170.json" }, { - "target": "257720", + "target": "257370", "productCount": 5, - "path": "257720.json" + "path": "257370.json" }, { - "target": "263810", + "target": "263800", "productCount": 5, - "path": "263810.json" + "path": "263800.json" }, { - "target": "270520", + "target": "269620", "productCount": 5, - "path": "270520.json" + "path": "269620.json" }, { - "target": "278470", + "target": "278280", "productCount": 5, - "path": "278470.json" + "path": "278280.json" }, { - "target": "289010", + "target": "288980", "productCount": 5, - "path": "289010.json" + "path": "288980.json" }, { - "target": "293940", 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"target": "365590", + "productCount": 5, + "path": "365590.json" }, { - "target": "365660", - "productCount": 4, - "path": "365660.json" + "target": "376300", + "productCount": 5, + "path": "376300.json" }, { - "target": "376900", + "target": "382900", "productCount": 5, - "path": "376900.json" + "path": "382900.json" }, { - "target": "383220", + "target": "393210", "productCount": 5, - "path": "383220.json" + "path": "393210.json" }, { - "target": "393890", - "productCount": 5, - "path": "393890.json" + "target": "404990", + "productCount": 3, + "path": "404990.json" }, { - "target": "405000", + "target": "417790", "productCount": 5, - "path": "405000.json" + "path": "417790.json" }, { - "target": "417840", + "target": "431190", "productCount": 5, - "path": "417840.json" + "path": "431190.json" }, { - "target": "445680", + "target": "445180", "productCount": 5, - "path": "445680.json" + "path": "445180.json" }, { - "target": "452200", + "target": "452190", "productCount": 5, - "path": 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"0010S0.json" + }, { "target": "001470", "productCount": 5, @@ -10174,7 +10209,7 @@ }, { "target": "010620", - "productCount": 4, + "productCount": 5, "path": "010620.json" }, { @@ -10473,209 +10508,204 @@ "path": "179530.json" }, { - "target": "188040", - "productCount": 5, - "path": "188040.json" - }, - { - "target": "194480", + "target": "187870", "productCount": 5, - "path": "194480.json" + "path": "187870.json" }, { - "target": "200230", + "target": "194370", "productCount": 5, - "path": "200230.json" + "path": "194370.json" }, { - "target": "206560", + "target": "200130", "productCount": 5, - "path": "206560.json" + "path": "200130.json" }, { - "target": "214180", + "target": "206400", "productCount": 5, - "path": "214180.json" + "path": "206400.json" }, { - "target": "216080", + "target": "214150", "productCount": 5, - "path": "216080.json" + "path": "214150.json" }, { - "target": "221980", + "target": "216050", "productCount": 5, - "path": "221980.json" + "path": "216050.json" }, { - "target": "226440", + "target": "221840", "productCount": 5, - "path": "226440.json" + "path": "221840.json" }, { - "target": "234300", + "target": "226400", "productCount": 5, - "path": "234300.json" + "path": "226400.json" }, { - "target": "241560", + "target": "234100", "productCount": 5, - "path": "241560.json" + "path": "234100.json" }, { - "target": "250000", + "target": "241520", "productCount": 5, - "path": "250000.json" + "path": "241520.json" }, { - "target": "257990", - "productCount": 4, - "path": "257990.json" + "target": "249420", + "productCount": 5, + "path": "249420.json" }, { - "target": "263860", + "target": "257720", "productCount": 5, - "path": "263860.json" + "path": "257720.json" }, { - "target": "270660", + "target": "263810", "productCount": 5, - "path": "270660.json" + "path": "263810.json" }, { - "target": "278650", + "target": "270520", "productCount": 5, - "path": "278650.json" + "path": "270520.json" }, { - "target": "289080", + "target": "278470", "productCount": 5, - "path": "289080.json" + "path": "278470.json" }, { - "target": "294090", + "target": "289010", "productCount": 5, - "path": "294090.json" + "path": "289010.json" }, { - "target": "300120", - "productCount": 5, - "path": "300120.json" + "target": "293940", + "productCount": 4, + "path": "293940.json" }, { - "target": "308100", + "target": "300080", "productCount": 5, - "path": "308100.json" + "path": "300080.json" }, { - "target": "317400", + "target": "308080", "productCount": 5, - "path": "317400.json" + "path": "308080.json" }, { - "target": "322310", + "target": "317330", "productCount": 5, - "path": "322310.json" + "path": "317330.json" }, { - "target": "333430", + "target": "322180", "productCount": 5, - "path": "333430.json" + "path": "322180.json" }, { - "target": "341170", - "productCount": 4, - "path": "341170.json" + "target": "333050", + "productCount": 5, + "path": "333050.json" }, { - "target": "351870", + "target": "340930", "productCount": 5, - "path": "351870.json" + "path": "340930.json" }, { - "target": "357550", + "target": "351330", "productCount": 5, - "path": "357550.json" + "path": "351330.json" }, { - "target": "365900", - "productCount": 5, - "path": "365900.json" + "target": "357430", + "productCount": 4, + "path": "357430.json" }, { - "target": "376930", - "productCount": 5, - "path": "376930.json" + "target": "365660", + "productCount": 4, + "path": "365660.json" }, { - "target": "383310", + "target": "376900", "productCount": 5, - "path": "383310.json" + "path": "376900.json" }, { - "target": "393970", + "target": "383220", "productCount": 5, - "path": "393970.json" + "path": "383220.json" }, { - "target": "405100", + "target": "393890", "productCount": 5, - "path": "405100.json" + "path": "393890.json" }, { - "target": "417860", + "target": "405000", "productCount": 5, - "path": "417860.json" + "path": "405000.json" }, { - "target": "432430", + "target": "417840", "productCount": 5, - "path": "432430.json" + "path": "417840.json" }, { - "target": "446070", + "target": "445680", "productCount": 5, - "path": "446070.json" + "path": "445680.json" }, { - "target": "452260", + "target": "452200", "productCount": 5, - "path": "452260.json" + "path": "452200.json" }, { - "target": "457550", + "target": "457370", "productCount": 5, - "path": "457550.json" + "path": "457370.json" }, { - "target": "462860", + "target": "462520", "productCount": 5, - "path": "462860.json" + "path": "462520.json" }, { - "target": "469610", + "target": "469480", "productCount": 5, - "path": "469610.json" + "path": "469480.json" }, { - "target": "475400", + "target": "475250", "productCount": 5, - "path": "475400.json" + "path": "475250.json" }, { - "target": "480370", + "target": "479960", "productCount": 5, - "path": "480370.json" + "path": "479960.json" }, { - "target": "488060", + "target": "487830", "productCount": 5, - "path": "488060.json" + "path": "487830.json" }, { - "target": "900250", + "target": "900140", "productCount": 5, - "path": "900250.json" + "path": "900140.json" }, { "target": "000240", @@ -10792,6 +10822,11 @@ "productCount": 5, "path": "014710.json" }, + { + "target": "0161M0", + "productCount": 4, + "path": "0161M0.json" + }, { "target": "017390", "productCount": 5, @@ -11063,209 +11098,209 @@ "path": "179720.json" }, { - "target": "188260", + "target": "188040", "productCount": 5, - "path": "188260.json" + "path": "188040.json" }, { - "target": "194510", + "target": "194480", "productCount": 5, - "path": "194510.json" + "path": "194480.json" }, { - "target": "200350", + "target": "200230", "productCount": 5, - "path": "200350.json" + "path": "200230.json" }, { - "target": "206640", + "target": "206560", "productCount": 5, - "path": "206640.json" + "path": "206560.json" }, { - "target": "214260", + "target": "214180", "productCount": 5, - "path": "214260.json" + "path": "214180.json" }, { - "target": "216400", - "productCount": 4, - "path": "216400.json" + "target": "216080", + "productCount": 5, + "path": "216080.json" }, { - "target": "222040", + "target": "221980", "productCount": 5, - "path": "222040.json" + "path": "221980.json" }, { - "target": "226590", + "target": "226440", "productCount": 5, - "path": "226590.json" + "path": "226440.json" }, { - "target": "234340", + "target": "234300", "productCount": 5, - "path": "234340.json" + "path": "234300.json" }, { - "target": "241590", + "target": "241560", "productCount": 5, - "path": "241590.json" + "path": "241560.json" }, { - "target": "250030", + "target": "250000", "productCount": 5, - "path": "250030.json" + "path": "250000.json" }, { - "target": "258610", - "productCount": 5, - "path": "258610.json" + "target": "257990", + "productCount": 4, + "path": "257990.json" }, { - "target": "263920", + "target": "263860", "productCount": 5, - "path": "263920.json" + "path": "263860.json" }, { - "target": "270870", + "target": "270660", "productCount": 5, - "path": "270870.json" + "path": "270660.json" }, { - "target": "278990", - "productCount": 4, - "path": "278990.json" + "target": "278650", + "productCount": 5, + "path": "278650.json" }, { - "target": "289220", + "target": "289080", "productCount": 5, - "path": "289220.json" + "path": "289080.json" }, { - "target": "294140", + "target": "294090", "productCount": 5, - "path": "294140.json" + "path": "294090.json" }, { - "target": "300720", + "target": "300120", "productCount": 5, - "path": "300720.json" + "path": "300120.json" }, { - "target": "308170", + "target": "308100", "productCount": 5, - "path": "308170.json" + "path": "308100.json" }, { - "target": "317450", + "target": "317400", "productCount": 5, - "path": "317450.json" + "path": "317400.json" }, { - "target": "322510", + "target": "322310", "productCount": 5, - "path": "322510.json" + "path": "322310.json" }, { - "target": "333620", + "target": "333430", "productCount": 5, - "path": "333620.json" + "path": "333430.json" }, { - "target": "342870", - "productCount": 5, - "path": "342870.json" + "target": "341170", + "productCount": 4, + "path": "341170.json" }, { - "target": "352090", + "target": "351870", "productCount": 5, - "path": "352090.json" + "path": "351870.json" }, { - "target": "357580", + "target": "357550", "productCount": 5, - "path": "357580.json" + "path": "357550.json" }, { - "target": "366030", + "target": "365900", "productCount": 5, - "path": "366030.json" + "path": "365900.json" }, { - "target": "376980", + "target": "376930", "productCount": 5, - "path": "376980.json" + "path": "376930.json" }, { - "target": "383800", + "target": "383310", "productCount": 5, - "path": "383800.json" + "path": "383310.json" }, { - "target": "394280", + "target": "393970", "productCount": 5, - "path": "394280.json" + "path": "393970.json" }, { - "target": "405920", + "target": "405100", "productCount": 5, - "path": "405920.json" + "path": "405100.json" }, { - "target": "417970", + "target": "417860", "productCount": 5, - "path": "417970.json" + "path": "417860.json" }, { - "target": "432470", + "target": "432430", "productCount": 5, - "path": "432470.json" + "path": "432430.json" }, { - "target": "446150", - "productCount": 4, - "path": "446150.json" + "target": "446070", + "productCount": 5, + "path": "446070.json" }, { - "target": "452280", + "target": "452260", "productCount": 5, - "path": "452280.json" + "path": "452260.json" }, { - "target": "457600", + "target": "457550", "productCount": 5, - "path": "457600.json" + "path": "457550.json" }, { - "target": "462870", + "target": "462860", "productCount": 5, - "path": "462870.json" + "path": "462860.json" }, { - "target": "469750", + "target": "469610", "productCount": 5, - "path": "469750.json" + "path": "469610.json" }, { - "target": "475430", + "target": "475400", "productCount": 5, - "path": "475430.json" + "path": "475400.json" }, { - "target": "481070", + "target": "480370", "productCount": 5, - "path": "481070.json" + "path": "480370.json" }, { - "target": "488280", + "target": "488060", "productCount": 5, - "path": "488280.json" + "path": "488060.json" }, { - "target": "900260", + "target": "900250", "productCount": 5, - "path": "900260.json" + "path": "900250.json" }, { "target": "000250", @@ -11653,204 +11688,214 @@ "path": "170900.json" }, { - "target": "179900", - "productCount": 5, - "path": "179900.json" + "target": "179880", + "productCount": 4, + "path": "179880.json" }, { - "target": "189300", + "target": "188260", "productCount": 5, - "path": "189300.json" + "path": "188260.json" }, { - "target": "194610", - "productCount": 4, - "path": "194610.json" + "target": "194510", + "productCount": 5, + "path": "194510.json" }, { - "target": "200470", + "target": "200350", "productCount": 5, - "path": "200470.json" + "path": "200350.json" }, { - "target": "206650", + "target": "206640", "productCount": 5, - "path": "206650.json" + "path": "206640.json" }, { - "target": "214270", + "target": "214260", "productCount": 5, - "path": "214270.json" + "path": "214260.json" }, { - "target": "217190", - "productCount": 5, - "path": "217190.json" + "target": "216400", + "productCount": 4, + "path": "216400.json" }, { - "target": "222080", + "target": "222040", "productCount": 5, - "path": "222080.json" + "path": "222040.json" }, { - "target": "226950", + "target": "226590", "productCount": 5, - "path": "226950.json" + "path": "226590.json" }, { - "target": "234690", + "target": "234340", "productCount": 5, - "path": "234690.json" + "path": "234340.json" }, { - "target": "241690", + "target": "241590", "productCount": 5, - "path": "241690.json" + "path": "241590.json" }, { - "target": "250060", + "target": "250030", "productCount": 5, - "path": "250060.json" + "path": "250030.json" }, { - "target": "258790", + "target": "258610", "productCount": 5, - "path": "258790.json" + "path": "258610.json" }, { - "target": "264450", + "target": "263920", "productCount": 5, - "path": "264450.json" + "path": "263920.json" }, { - "target": "271560", + "target": "270870", "productCount": 5, - "path": "271560.json" + "path": "270870.json" }, { - "target": "279570", + "target": "278990", + "productCount": 4, + "path": "278990.json" + }, + { + "target": "289220", "productCount": 5, - "path": "279570.json" + "path": "289220.json" }, { - "target": "289930", + "target": "294140", "productCount": 5, - "path": "289930.json" + "path": "294140.json" }, { - "target": "294570", + "target": "300720", "productCount": 5, - "path": "294570.json" + "path": "300720.json" }, { - "target": "301300", + "target": "308170", "productCount": 5, - "path": "301300.json" + "path": "308170.json" }, { - "target": "308430", + "target": "317450", "productCount": 5, - "path": "308430.json" + "path": "317450.json" }, { - "target": "317530", + "target": "322510", "productCount": 5, - "path": "317530.json" + "path": "322510.json" }, { - "target": "322780", + "target": "333620", "productCount": 5, - "path": "322780.json" + "path": "333620.json" }, { - "target": "343090", - "productCount": 4, - "path": "343090.json" + "target": "342870", + "productCount": 5, + "path": "342870.json" }, { - "target": "352480", + "target": "352090", "productCount": 5, - "path": "352480.json" + "path": "352090.json" }, { - "target": "357780", + "target": "357580", "productCount": 5, - "path": "357780.json" + "path": "357580.json" }, { - "target": "367000", + "target": "366030", "productCount": 5, - "path": "367000.json" + "path": "366030.json" }, { - "target": "377030", + "target": "376980", "productCount": 5, - "path": "377030.json" + "path": "376980.json" }, { - "target": "383930", + "target": "383800", "productCount": 5, - "path": "383930.json" + "path": "383800.json" }, { - "target": "394420", + "target": "394280", "productCount": 5, - "path": "394420.json" + "path": "394280.json" }, { - "target": "406820", + "target": "405920", "productCount": 5, - "path": "406820.json" + "path": "405920.json" }, { - "target": "418250", + "target": "417970", "productCount": 5, - "path": "418250.json" + "path": "417970.json" }, { - "target": "432720", + "target": "432470", "productCount": 5, - "path": "432720.json" + "path": "432470.json" }, { - "target": "446540", + "target": "446150", + "productCount": 4, + "path": "446150.json" + }, + { + "target": "452280", "productCount": 5, - "path": "446540.json" + "path": "452280.json" }, { - "target": "452300", + "target": "457600", "productCount": 5, - "path": "452300.json" + "path": "457600.json" }, { - "target": "457630", - "productCount": 4, - "path": "457630.json" + "target": "462870", + "productCount": 5, + "path": "462870.json" }, { - "target": "462980", + "target": "469750", "productCount": 5, - "path": "462980.json" + "path": "469750.json" }, { - "target": "469880", + "target": "475430", "productCount": 5, - "path": "469880.json" + "path": "475430.json" }, { - "target": "475460", + "target": "481070", "productCount": 5, - "path": "475460.json" + "path": "481070.json" }, { - "target": "488900", + "target": "488280", "productCount": 5, - "path": "488900.json" + "path": "488280.json" }, { - "target": "900270", + "target": "900260", "productCount": 5, - "path": "900270.json" + "path": "900260.json" }, { "target": "000270", @@ -12238,214 +12283,204 @@ "path": "170920.json" }, { - "target": "180060", - "productCount": 4, - "path": "180060.json" - }, - { - "target": "189330", + "target": "179900", "productCount": 5, - "path": "189330.json" + "path": "179900.json" }, { - "target": "194700", + "target": "189300", "productCount": 5, - "path": "194700.json" + "path": "189300.json" }, { - "target": "200670", + "target": "194610", "productCount": 5, - "path": "200670.json" + "path": "194610.json" }, { - "target": "207760", + "target": "200470", "productCount": 5, - "path": "207760.json" + "path": "200470.json" }, { - "target": "214310", + "target": "206650", "productCount": 5, - "path": "214310.json" + "path": "206650.json" }, { - "target": "217270", + "target": "214270", "productCount": 5, - "path": "217270.json" + "path": "214270.json" }, { - "target": "222110", + "target": "217190", "productCount": 5, - "path": "222110.json" + "path": "217190.json" }, { - "target": "227100", + "target": "222080", "productCount": 5, - "path": "227100.json" + "path": "222080.json" }, { - "target": "234920", + "target": "226950", "productCount": 5, - "path": "234920.json" + "path": "226950.json" }, { - "target": "241710", + "target": "234690", "productCount": 5, - "path": "241710.json" + "path": "234690.json" }, { - "target": "250930", + "target": "241690", "productCount": 5, - "path": "250930.json" + "path": "241690.json" }, { - "target": "258830", + "target": "250060", "productCount": 5, - "path": "258830.json" + "path": "250060.json" }, { - "target": "264660", + "target": "258790", "productCount": 5, - "path": "264660.json" + "path": "258790.json" }, { - "target": "271830", + "target": "264450", "productCount": 5, - "path": "271830.json" + "path": "264450.json" }, { 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"target": "343090", + "productCount": 4, + "path": "343090.json" }, { - "target": "352700", + "target": "352480", "productCount": 5, - "path": "352700.json" + "path": "352480.json" }, { - "target": "357880", + "target": "357780", "productCount": 5, - "path": "357880.json" + "path": "357780.json" }, { - "target": "368600", + "target": "367000", "productCount": 5, - "path": "368600.json" + "path": "367000.json" }, { - "target": "377190", - "productCount": 4, - "path": "377190.json" + "target": "377030", + "productCount": 5, + "path": "377030.json" }, { - "target": "384470", + "target": "383930", "productCount": 5, - "path": "384470.json" + "path": "383930.json" }, { - "target": "394800", + "target": "394420", "productCount": 5, - "path": "394800.json" + "path": "394420.json" }, { - "target": "407400", + "target": "406820", "productCount": 5, - "path": "407400.json" + "path": "406820.json" }, { - "target": "418420", + "target": "418250", "productCount": 5, - "path": "418420.json" + "path": "418250.json" }, { - "target": "432980", + "target": "432720", "productCount": 5, - "path": "432980.json" + "path": "432720.json" }, { - "target": "446840", + "target": "446540", "productCount": 5, - "path": "446840.json" + "path": "446540.json" }, { - "target": "452400", + "target": "452300", "productCount": 5, - "path": "452400.json" + "path": "452300.json" }, { - "target": "457940", + "target": "457630", "productCount": 4, - "path": "457940.json" - }, - { - "target": "463020", - "productCount": 5, - "path": "463020.json" + "path": "457630.json" }, { - "target": "469900", + "target": "462980", "productCount": 5, - "path": "469900.json" + "path": "462980.json" }, { - "target": "475560", + "target": "469880", "productCount": 5, - "path": "475560.json" + "path": "469880.json" }, { - "target": "481890", + "target": "475460", "productCount": 5, - "path": "481890.json" + "path": "475460.json" }, { - "target": "489210", + "target": "488900", "productCount": 5, - "path": "489210.json" + "path": "488900.json" }, { - "target": "900290", + "target": "900270", "productCount": 5, - "path": "900290.json" + "path": "900270.json" }, { "target": "000300", @@ -12833,209 +12868,214 @@ "path": "171010.json" }, { - "target": "180400", - "productCount": 5, - "path": "180400.json" - }, - { - "target": "189690", - "productCount": 5, - "path": "189690.json" + "target": "180060", + "productCount": 4, + "path": "180060.json" }, { - "target": "195500", + "target": "189330", "productCount": 5, - "path": "195500.json" + "path": "189330.json" }, { - "target": "200710", + "target": "194700", "productCount": 5, - "path": "200710.json" + "path": "194700.json" }, { - "target": "207940", + "target": "200670", "productCount": 5, - "path": "207940.json" + "path": "200670.json" }, { - "target": "214320", + "target": "207760", "productCount": 5, - "path": "214320.json" + "path": "207760.json" }, { - "target": "217330", + "target": "214310", "productCount": 5, - "path": "217330.json" + "path": "214310.json" }, { - "target": "222160", + "target": "217270", "productCount": 5, - "path": "222160.json" + "path": "217270.json" }, { - "target": "227610", + "target": "222110", "productCount": 5, - "path": "227610.json" + "path": "222110.json" }, { - "target": "235980", + "target": "227100", "productCount": 5, - "path": "235980.json" + "path": "227100.json" }, { - "target": "241770", + "target": "234920", "productCount": 5, - "path": "241770.json" + "path": "234920.json" }, { - "target": "251120", + "target": "241710", "productCount": 5, - "path": "251120.json" + "path": "241710.json" }, { - "target": "259630", + "target": "250930", "productCount": 5, - "path": "259630.json" + "path": "250930.json" }, { - "target": "264850", + "target": "258830", "productCount": 5, - "path": "264850.json" + "path": "258830.json" }, { - "target": "271940", + "target": "264660", "productCount": 5, - "path": "271940.json" + "path": "264660.json" }, { - "target": "280360", + "target": "271830", "productCount": 5, - "path": "280360.json" + "path": "271830.json" }, { - "target": "290120", + "target": "279600", "productCount": 5, - "path": "290120.json" + "path": "279600.json" }, { - "target": "294870", + "target": "290090", "productCount": 5, - "path": "294870.json" + "path": "290090.json" }, { - "target": "302440", + "target": "294630", "productCount": 5, - "path": "302440.json" + "path": "294630.json" }, { - "target": "309930", + "target": "302430", "productCount": 5, - "path": "309930.json" + "path": "302430.json" }, { - "target": "317770", + "target": "309710", "productCount": 5, - "path": "317770.json" + "path": "309710.json" }, { - "target": "323350", + "target": "317690", "productCount": 5, - "path": "323350.json" + "path": "317690.json" }, { - "target": "335810", + "target": "323280", "productCount": 5, - "path": "335810.json" + "path": "323280.json" }, { - "target": "344860", + "target": "334970", "productCount": 5, - "path": "344860.json" + "path": "334970.json" }, { - "target": "352770", + "target": "344820", "productCount": 5, - "path": "352770.json" + "path": "344820.json" }, { - "target": "358570", + "target": "352700", "productCount": 5, - "path": "358570.json" + "path": "352700.json" }, { - "target": "368770", + "target": "357880", "productCount": 5, - "path": "368770.json" + "path": "357880.json" }, { - "target": "377220", + "target": "368600", "productCount": 5, - "path": "377220.json" + "path": "368600.json" }, { - "target": "395400", + "target": "377190", "productCount": 4, - "path": "395400.json" + "path": "377190.json" }, { - "target": "408470", + "target": "384470", "productCount": 5, - "path": "408470.json" + "path": "384470.json" }, { - "target": "418470", + "target": "394800", "productCount": 5, - "path": "418470.json" + "path": "394800.json" }, { - "target": "434480", + "target": "407400", "productCount": 5, - "path": "434480.json" + "path": "407400.json" }, { - "target": "448280", + "target": "418420", "productCount": 5, - "path": "448280.json" + "path": "418420.json" }, { - "target": "452430", + "target": "432980", "productCount": 5, - "path": "452430.json" + "path": "432980.json" }, { - "target": "458350", + "target": "446840", "productCount": 5, - "path": "458350.json" + "path": "446840.json" }, { - "target": "463480", + "target": "452400", "productCount": 5, - "path": "463480.json" + "path": "452400.json" }, { - "target": "471050", + "target": "457940", + "productCount": 4, + "path": "457940.json" + }, + { + "target": "463020", "productCount": 5, - "path": "471050.json" + "path": "463020.json" }, { - "target": "475580", + "target": "469900", "productCount": 5, - "path": "475580.json" + "path": "469900.json" }, { - "target": "482520", + "target": "475560", "productCount": 5, - "path": "482520.json" + "path": "475560.json" }, { - "target": "489460", + "target": "481890", "productCount": 5, - "path": "489460.json" + "path": "481890.json" }, { - "target": "900300", + "target": "489210", "productCount": 5, - "path": "900300.json" + "path": "489210.json" + }, + { + "target": "900290", + "productCount": 5, + "path": "900290.json" }, { "target": "000320", @@ -13289,7 +13329,7 @@ }, { "target": "066110", - "productCount": 4, + "productCount": 5, "path": "066110.json" }, { @@ -13423,214 +13463,214 @@ "path": "171090.json" }, { - "target": "180640", + "target": "180400", "productCount": 5, - "path": "180640.json" + "path": "180400.json" }, { - "target": "189860", + "target": "189690", "productCount": 5, - "path": "189860.json" + "path": "189690.json" }, { - "target": "195870", + "target": "195500", "productCount": 5, - "path": "195870.json" + "path": "195500.json" }, { - "target": "200780", + "target": "200710", "productCount": 5, - "path": "200780.json" + "path": "200710.json" }, { - "target": "208140", + "target": "207940", "productCount": 5, - "path": "208140.json" + "path": "207940.json" }, { - "target": "214330", + "target": "214320", "productCount": 5, - "path": "214330.json" + "path": "214320.json" }, { - "target": "217480", + "target": "217330", "productCount": 5, - "path": "217480.json" + "path": "217330.json" }, { - "target": "222420", + "target": "222160", "productCount": 5, - "path": "222420.json" + "path": "222160.json" }, { - "target": "227840", + "target": "227610", "productCount": 5, - "path": "227840.json" + "path": "227610.json" }, { - "target": "236200", + "target": "235980", "productCount": 5, - "path": "236200.json" + "path": "235980.json" }, { - "target": "241790", + "target": "241770", "productCount": 5, - "path": "241790.json" + "path": "241770.json" }, { - "target": "251270", + "target": "251120", "productCount": 5, - "path": "251270.json" + "path": "251120.json" }, { - "target": "259960", + "target": "259630", "productCount": 5, - "path": "259960.json" + "path": "259630.json" }, { - "target": "264900", + "target": "264850", "productCount": 5, - "path": "264900.json" + "path": "264850.json" }, { - "target": "271980", + "target": "271940", "productCount": 5, - "path": "271980.json" + "path": "271940.json" }, { - "target": "281740", + "target": "280360", "productCount": 5, - "path": "281740.json" + "path": "280360.json" }, { - "target": "290270", + "target": "290120", "productCount": 5, - "path": "290270.json" + "path": "290120.json" }, { - "target": "295310", + "target": "294870", "productCount": 5, - "path": "295310.json" + "path": "294870.json" }, { - "target": "302550", + "target": "302440", "productCount": 5, - "path": "302550.json" + "path": "302440.json" }, { - "target": "309960", + "target": "309930", "productCount": 5, - "path": "309960.json" + "path": "309930.json" }, { - "target": "317830", + "target": "317770", "productCount": 5, - "path": "317830.json" + "path": "317770.json" }, { - "target": "323410", + "target": "323350", "productCount": 5, - "path": "323410.json" + "path": "323350.json" }, { - "target": "335870", + "target": "335810", "productCount": 5, - "path": "335870.json" + "path": "335810.json" }, { - "target": "347000", + "target": "344860", "productCount": 5, - "path": "347000.json" + "path": "344860.json" }, { - "target": "352820", + "target": "352770", "productCount": 5, - "path": "352820.json" + "path": "352770.json" }, { - "target": "359090", + "target": "358570", "productCount": 5, - "path": "359090.json" + "path": "358570.json" }, { - "target": "368970", + "target": "368770", "productCount": 5, - "path": "368970.json" + "path": "368770.json" }, { - "target": "377300", + "target": "377220", "productCount": 5, - "path": "377300.json" + "path": "377220.json" }, { - "target": "387570", - "productCount": 5, - "path": "387570.json" + "target": "386380", + "productCount": 4, + "path": "386380.json" }, { - "target": "396270", - "productCount": 5, - "path": "396270.json" + "target": "395400", + "productCount": 4, + "path": "395400.json" }, { - "target": "408900", + "target": "408470", "productCount": 5, - "path": "408900.json" + "path": "408470.json" }, { - "target": "418550", + "target": "418470", "productCount": 5, - "path": "418550.json" + "path": "418470.json" }, { - "target": "435570", + "target": "434480", "productCount": 5, - "path": "435570.json" + "path": "434480.json" }, { - "target": "448710", + "target": "448280", "productCount": 5, - "path": "448710.json" + "path": "448280.json" }, { - "target": "452450", + "target": "452430", "productCount": 5, - "path": "452450.json" + "path": "452430.json" }, { - "target": "458610", - "productCount": 4, - "path": "458610.json" + "target": "458350", + "productCount": 5, + "path": "458350.json" }, { - "target": "464080", + "target": "463480", "productCount": 5, - "path": "464080.json" + "path": "463480.json" }, { - "target": "471820", + "target": "471050", "productCount": 5, - "path": "471820.json" + "path": "471050.json" }, { - "target": "475660", + "target": "475580", "productCount": 5, - "path": "475660.json" + "path": "475580.json" }, { - "target": "482630", + "target": "482520", "productCount": 5, - "path": "482630.json" + "path": "482520.json" }, { - "target": "489480", + "target": "489460", "productCount": 5, - "path": "489480.json" + "path": "489460.json" }, { - "target": "900310", + "target": "900300", "productCount": 5, - "path": "900310.json" + "path": "900300.json" }, { "target": "000370", @@ -13724,22 +13764,22 @@ }, { "target": "010820", - "productCount": 4, + "productCount": 3, "path": "010820.json" }, { "target": "0115H0", - "productCount": 5, + "productCount": 4, "path": "0115H0.json" }, { "target": "012620", - "productCount": 5, + "productCount": 3, "path": "012620.json" }, { "target": "013700", - "productCount": 5, + "productCount": 3, "path": "013700.json" }, { @@ -14018,257 +14058,247 @@ "path": "171120.json" }, { - "target": "181710", + "target": "180640", "productCount": 5, - "path": "181710.json" + "path": "180640.json" }, { - "target": "189980", + "target": "189860", "productCount": 5, - "path": "189980.json" + "path": "189860.json" }, { - "target": "195940", + "target": "195870", "productCount": 5, - "path": "195940.json" + "path": "195870.json" }, { - "target": "200880", + "target": "200780", "productCount": 5, - "path": "200880.json" + "path": "200780.json" }, { - "target": "208340", + "target": "208140", "productCount": 5, - "path": "208340.json" + "path": "208140.json" }, { - "target": "214370", + "target": "214330", "productCount": 5, - "path": "214370.json" + "path": "214330.json" }, { - "target": "217500", + "target": "217480", "productCount": 5, - "path": "217500.json" + "path": "217480.json" }, { - "target": "222800", + "target": "222420", "productCount": 5, - "path": "222800.json" + "path": "222420.json" }, { - "target": "227950", + "target": "227840", "productCount": 5, - "path": "227950.json" + "path": "227840.json" }, { - "target": "236810", + "target": "236200", "productCount": 5, - "path": "236810.json" + "path": "236200.json" }, { - "target": "241820", + "target": "241790", "productCount": 5, - "path": "241820.json" + "path": "241790.json" }, { - "target": "251370", + "target": "251270", "productCount": 5, - "path": "251370.json" + "path": "251270.json" }, { - "target": "260660", + "target": "259960", "productCount": 5, - "path": "260660.json" + "path": "259960.json" }, { - "target": "265520", + "target": "264900", "productCount": 5, - "path": "265520.json" + "path": "264900.json" }, { - "target": "272110", + "target": "271980", "productCount": 5, - "path": "272110.json" + "path": "271980.json" }, { - "target": "281820", + "target": "281740", "productCount": 5, - "path": "281820.json" + "path": "281740.json" }, { - "target": "290380", + "target": "290270", "productCount": 5, - "path": "290380.json" + "path": "290270.json" }, { - "target": "296640", + "target": "295310", "productCount": 5, - "path": "296640.json" + "path": "295310.json" }, { - "target": "303030", + "target": "302550", "productCount": 5, - "path": "303030.json" + "path": "302550.json" }, { - "target": "310200", + "target": "309960", "productCount": 5, - "path": "310200.json" + "path": "309960.json" }, { - "target": "317850", + "target": "317830", "productCount": 5, - "path": "317850.json" + "path": "317830.json" }, { - "target": "323990", + "target": "323410", "productCount": 5, - "path": "323990.json" + "path": "323410.json" }, { - "target": "335890", + "target": "335870", "productCount": 5, - "path": "335890.json" + "path": "335870.json" }, { - "target": "347700", + "target": "347000", "productCount": 5, - "path": "347700.json" + "path": "347000.json" }, { - "target": "352910", + "target": "352820", "productCount": 5, - "path": "352910.json" + "path": "352820.json" }, { - "target": "360070", + "target": "359090", "productCount": 5, - "path": "360070.json" + "path": "359090.json" }, { - "target": "369370", + "target": "368970", "productCount": 5, - "path": "369370.json" + "path": "368970.json" }, { - "target": "377330", + "target": "377300", "productCount": 5, - "path": "377330.json" + "path": "377300.json" }, { - "target": "387690", - "productCount": 4, - "path": "387690.json" + "target": "387570", + "productCount": 5, + "path": "387570.json" }, { - "target": "396300", + "target": "396270", "productCount": 5, - "path": "396300.json" + "path": "396270.json" }, { - "target": "408920", + "target": "408900", "productCount": 5, - "path": "408920.json" + "path": "408900.json" }, { - "target": "418620", + "target": "418550", "productCount": 5, - "path": "418620.json" + "path": "418550.json" }, { - "target": "437730", + "target": "435570", "productCount": 5, - "path": "437730.json" + "path": "435570.json" }, { - "target": "452670", - "productCount": 4, - "path": "452670.json" + "target": "448710", + "productCount": 5, + "path": "448710.json" }, { - "target": "458650", + "target": "452450", "productCount": 5, - "path": "458650.json" + "path": "452450.json" }, { - "target": "464280", + "target": "458610", + "productCount": 4, + "path": "458610.json" + }, + { + "target": "464080", "productCount": 5, - "path": "464280.json" + "path": "464080.json" }, { - "target": "472220", + "target": "471820", "productCount": 5, - "path": "472220.json" + "path": "471820.json" }, { - "target": "475830", + "target": "475660", "productCount": 5, - "path": "475830.json" + "path": "475660.json" }, { - "target": "482680", + "target": "482630", "productCount": 5, - "path": "482680.json" + "path": "482630.json" }, { - "target": "489500", + "target": "489480", "productCount": 5, - "path": "489500.json" + "path": "489480.json" }, { - "target": "900340", + "target": "900310", "productCount": 5, - "path": "900340.json" + "path": "900310.json" } ], "failures": [ { - "target": "0030R0", + "target": "448730", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "0030R0.json" + "path": "448730.json" }, { - "target": "0218L0", - "error": "ValueError: '0218L0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0218L0\n • 종목 검색:", - "path": "0218L0.json" + "target": "0030R0", + "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", + "path": "0030R0.json" }, { "target": "950170", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", "path": "950170.json" }, - { - "target": "0035S0", - "error": "ValueError: '0035S0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0035S0\n • 종목 검색:", - "path": "0035S0.json" - }, - { - "target": "0220W0", - "error": "ValueError: '0220W0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0220W0\n • 종목 검색:", - "path": "0220W0.json" - }, { "target": "338100", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", "path": "338100.json" }, { - "target": "486510", - "error": "ValueError: '486510' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 486510\n • 종목 검색:", - "path": "486510.json" + "target": "093380", + "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", + "path": "093380.json" }, { "target": "950250", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", "path": "950250.json" }, - { - "target": "093380", - "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "093380.json" - }, { "target": "004310", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", @@ -14299,11 +14329,6 @@ "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", "path": "365550.json" }, - { - "target": "468670", - "error": "ValueError: '468670' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 468670\n • 종목 검색:", - "path": "468670.json" - }, { "target": "357250", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", @@ -14314,16 +14339,6 @@ "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", "path": "432320.json" }, - { - "target": "0010S0", - "error": "ValueError: '0010S0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0010S0\n • 종목 검색:", - "path": "0010S0.json" - }, - { - "target": "0161M0", - "error": "ValueError: '0161M0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0161M0\n • 종목 검색:", - "path": "0161M0.json" - }, { "target": "334890", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", @@ -14333,16 +14348,6 @@ "target": "481850", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", "path": "481850.json" - }, - { - "target": "386380", - "error": "ValueError: '386380' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 386380\n • 종목 검색:", - "path": "386380.json" - }, - { - "target": "448730", - "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "448730.json" } ], "noComposite": true